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Move existing Sales Cloud to Not-for-profit instance, as well as replacement of Project Monitor

Hampshire Based Health and Dietary Service Provider

NFP Sales & Marketing Automation

- United Kingdom - Health Care

Problem Statement

The customer needed to migrate to a Salesforce Not-for-profit instance, as well as have a solution to deal with their rising quantity of website phone call requests

  • The client's present Sales Cloud circumstances were not fit for purpose, there was a requirement to shift to a new not-for-profit instance of Salesforce Sales Cloud

  • Call requests from their internet site were raising to an unmanageable level available staff to call, and also quantity was anticipated to expand tremendously


We worked with the customer to create a joint involvement where a local team collaborated with the customer to provide a solution making use of Sales and marketing Cloud

  • Distribution of a configured Salesforce not-for-profit instance

  • Migration from an existing Sales Cloud onto the new not-for-profit circumstances

  • Delivery of Marketing Cloud, and migration of content from heritage marketing automation system

  • Marketing Cloud Attach

  • Automated lead support trips, using Trip Home builder as well as web-to-lead

  • Agreement generation, through S-Docs

  • Assimilation to Facebook lead forms, via Lead Capture for Salesforce


The solution delivered totally functioning Sales Cloud circumstances, suitable for objective, with integration to marketing Cloud

  • The neighborhood group functioned onsite, using a collaborative team method, which straightened with client objectives and also the means their business preferred to engage with service providers

  • The brand-new Salesforce circumstances straightened with business procedures, and the change to lightning provided the sales team restored interaction with Salesforce

  • Automated nurture trips engaged leads created from their internet site (web-to-lead) and from Facebook lead types (Lead Capture for Salesforce).

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