About the client
The client is a premier transportation museum that preserves and exhibits a diverse collection of vintage and classic cars. The museum is an educational and cultural hub committed to preserving the automotive arts and sciences.
Client challenges
The lack of integration between Shopify website forms and Salesforce posed significant business challenges for the client. Manual data entry resulted in errors and missed insights, compromising real-time visibility, personalized engagement, and accurate reporting. Considerable time was lost on data transfer, shifting focus away from growth and strategic initiatives. The lack of integration posed security and compliance risks, which impacted donor trust.
Solution
- LevelShift recommended Middleware (Zapier) for data transfer and customized Salesforce with specific objects, fields, and layouts to streamline donation management for artifacts, objects, and vehicles from the Shopify website.
- We integrated the necessary Elfsight web forms using Zapier, which enabled seamless data capture and reduced manual entry errors.
- Automated workflows and email notifications improved internal review processes and customer communication.
- Automation reduced the manual handling of sensitive donor information, eliminating data duplication and enhancing data security and compliance.
- A custom report for vehicle donations was also developed, which provided valuable insights.
Benefits
- The Zapier integration solution streamlined data flow and improved accuracy. It also enabled real-time engagement with donors.
- A 70% improvement in data management was achieved, which led to better communication.
- The client gained valuable insights into donation patterns, which resulted in a 50% increase in personalized engagement with donors.