A youth-focused organisation required a structured system to manage organisation and contact data, improve visibility, and enable controlled access for regional teams. The implementation focused on centralising data and improving accessibility across different user groups.
BUSINESS CHALLENGE
The organisation lacked a centralised system to manage organisation and contact information effectively. Regional teams faced challenges accessing relevant data, and managing user access across different levels added complexity.
SOLUTION DELIVERED
A centralised CRM system was implemented to manage organisation and contact data efficiently. Existing data was structured and migrated into the system, with workflows designed to improve data handling and usability.
Role-based access controls were configured to ensure users could access relevant information based on their responsibilities. An external interface was introduced to allow regional teams to securely access and manage data specific to their areas.
KEY BUSINESS CAPABILITIES ENABLED
- Centralised management of organisation and contact data
- Controlled access for regional teams based on roles
- Improved visibility of data across regions
- Structured data organisation using filters and views
- Real-time reporting and dashboards for tracking
OUTCOME
- Improved access to organisation and contact data
- Better control over user permissions and data visibility
- Enhanced efficiency in managing regional information
- More structured and accessible reporting
SALESFORCE SOLUTION
- Salesforce Nonprofit Cloud
- Sales Cloud
- Experience Cloud
- Role-based access and data management
