About the client
Our client is a huge non-profit organization that advocates child rights. The organization has a strong presence across several countries and is quickly expanding its footprints.
Client challenges
The client had data residing across different systems, making it incredibly difficult to manage data. They wanted to consolidate their customer inputs in a central application. The organization was also struggling with redundant processes, resulting in duplication of efforts.
Solution
LevelShift team preliminary assessed the client’s org and realized they had Salesforce CRM, a fundraising app called Luminate Online, and Informatica Cloud. LevelShift used Informatica to seamlessly integrate the client’s data and apps to create a single customer input repository.
Informatica guides and processes were migrated to Salesforce to create a central dashboard in the Salesforce Lightning module. Once all integrations were completed, redundant tools and process duplications were identified and decommissioned.
Benefits
- Streamlined customer input capture without any hassle.
- Improved agent interaction processes.
- Decommissioned redundancy in tools and processes.