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Integrating Salesforce with various platforms

The client is a mental health counseling organization in the USA and  helps the military veterans and their families by providing them counselling services in the various US states.

Duration2 months

Technology usedSalesforce Nonprofit Success Pack(NPSP), Force.com platform

Business challenges:

The scope of work was to integrate the various tools & synchronize the data across systems such as follows:

  • MailChimp integration with Salesforce.
  • Automation of opportunities and donations.
  • Automation of Contacts creation and remind staff members to follow up
  • Website integration
  • Eventbrite integration
  • Zapier integration
  • Email services automation
  • Classy integration
  • Anymeeting integration
Project description:

The customer is a non-profit sector leader in the USA and helps war victims. They were facing challenges to integrate the applications to their Salesforce org and make the best use of it. Some of the existing integration was not working properly and data synchronization issues.

  • Automated Volunteer hours capturing, opportunity & Contacts
  • Automated IATS Payment, insurance & licenses.
  • Sync MailChimp unsubscribe functionality with salesforce email opt-out & automate repeated email alert
  • Remove data silos caused by Eventbrite.
  • Any meeting integration with Eventbrite & Salesforce.
  • Build custom reports & dashboards.
Project Team

Project Manager1

Solution Architect1

Business Analyst1

Developers2

QA Engineer1

Benefits delivered:
  • Volunteers hours, Opportunity, Contacts, Payments & Insurance are managed effectively.
  • Data Silos are removed.
  • Successful Integration and data synchronization with various platforms.
  • Quality analysis of data via reports and dashboards.
Testimonials

Gravity Infosolutions team were incredibly helpful throughout the whole process - I felt confident in their knowledge of the Salesforce system and their ability to work with me to create a system that would work best for my team. They were very communicative each step of the way and completed the project in a timely manner. We are excited to continue to use their services for additional projects. This is a wonderful service that is offered for a reasonable price - my organization is a nonprofit and funds are often limited for technology and database needs. I would absolutely recommend this service to any other company who uses Salesforce.