A national mental health organisation required a structured system to manage memberships, payments, and service enquiries. The implementation focused on automating data capture, improving engagement processes, and centralising information for better service delivery.
BUSINESS CHALLENGE
The organisation relied on manual processes and disconnected web forms to manage memberships, newsletter sign-ups, and service enquiries. This led to inefficiencies in tracking user data, managing payments, and ensuring timely communication.
SOLUTION DELIVERED
A centralised platform was implemented to streamline membership management, automate data capture from web forms, and improve engagement processes.
Online forms were configured to capture memberships, newsletter sign-ups, and service enquiries directly into the system. Payment integration was implemented to link membership data with transactions, while automated workflows ensured timely communication and follow-ups.
KEY BUSINESS CAPABILITIES ENABLED
- Automated membership registration and data capture
- Integration of payments with member records
- Centralised management of newsletter and enquiry data
- Streamlined handling of service requests and enrolments
- Automated communication and follow-ups
- Improved tracking of engagement and activities
OUTCOME
- Reduced manual effort in managing memberships and enquiries
- Improved accuracy and consistency of member and payment data
- Enhanced visibility into engagement and service usage
- More efficient communication with members and stakeholders
- Better overall management of organisational processes
SALESFORCE SOLUTION
- Salesforce Nonprofit Cloud
- Sales Cloud
- Payment integration and workflow automation
