Our newest case study is now available: The Evolving End User – Salesforce Communities Goes Mobile
Designing and implementing a Salesforce Community for teaching artists with an eye for mobile devices. Read all about it here.
New Case Study: A Teacher Portal Using Salesforce Communities
The Problem. ArtsCorps is an organization who works with a growing number of teaching artists and other teaching professionals who need to track and submit student attendance and payroll information. ArtsCorps had a functional yet cumbersome solution involving Excel spreadsheets, but after a number of years, the team realized that it was not a solution that could scale to accommodate the need for a growing number of teaching artists to submit attendance data, timesheets, and expenses.
Read about the solution we designed using Salesforce Communities.
https://daizylogik.com/clients/case-study-a-teacher-portal-using-salesforce-communities/
looking for client entry, client pick-up, reporting systems
@Nonprofit Success Pack@Nonprofit Hub@Program ManagementOn Tuesday, June 26, 2018, we hosted a webinar to demonstrate a new Volunteers for Salesforce Calendar integrated in a website with a WordPress plugin and Hosted Web Services.
In this short demo, we share how nonprofits using Volunteers for Salesforce (V4S) can use web services to display a volunteer jobs calendar and jobs listing in a way that matches your organization’s website look and feel, all while ensuring widgets are responsive and look good on your volunteers’ mobile devices.
Join us Tuesday, June 26th at 10:30am PST / 1:30pm EST for a demonstration of a new Volunteers for Salesforce Calendar integrated in a website with a WordPress plugin and Hosted Web Services.
Together with @Dianna Stockdale and Bob Meador from Metric Media, we will show you how nonprofits using Volunteers for Salesforce (V4S) can use web services to display a volunteer jobs calendar and jobs listing in a way that matches your organization’s website look and feel, all while ensuring widgets are responsive and look good on your volunteers’ mobile devices.
Reminder: This webinar will begin at 10:30am PST.
If you miss it and you're interested in learning more, please message me and we'll send you the recording.
New Case Study: A Case Study for using #FormAssembly to Manage Ticket Sales
The Problem. Washington Global Health Alliance (WGHA) has been using Salesforce and #NPSP for a few years to track and manage their members and donors. WGHA also organizes a number of member and public events throughout the year. They had used Eventbrite to manage ticket sales, and had tested Brown Paper Tickets, but were disappointed with the new price points of both platforms and policy changes, and wanted to find another solution.
Let me know if you have any questions about how to submit that :)
#Events Management #Ticket SalesNew Case Study: Building a Custom, Responsive, Client Intake Form in Salesforce NPSP
The Problem: For many years, Bellingham Food Bank used a legacy Access database called “The Food Bank Intake Database” to track client intake information for the 300-600 households who use their services each day they’re open. This software allowed them to collect data for analysis of the services they provided to their clients, and to produce the monthly statistical reports required by various funders.
As time passed, and as the organization upgraded their various systems, the Access database did not upgrade along with it. The staff at Bellingham Food Bank recognized the mission critical nature of the database, and began to make plans to replace the aging system once it started to crash regularly. In order to process a household every 30-60 seconds, the team needed a system they could depend on.
The Bellingham Food Bank engaged DaizyLogik to design and develop a client intake application that leverages the features of Salesforce CRM and the Nonprofit Success Pack to provide a modern and mobile user interface.
Read the full case study here.
Building a Custom, Responsive, Client Intake Form in Salesforce NPSP
New Case Study: Updating and Automating Business Processes Through Salesforce NPSP
The Problem. Washington Defender Association (WDA) engaged DaizyLogik to assist with efforts to update and automate their business processes while moving to Salesforce CRM. This effort was done in concert with WDA’s initiative to redesign their outdated website and ensured a much needed integration between the two systems. WDA is a membership organization whose clients include attorneys and their staffs, all of whom expect an easy-to-use interface, a high level of access, and an equally high level of privacy to protect sensitive data.
WDA’s outdated database in Access was isolated and cumbersome to maintain. The team wanted a more flexible cloud-based solution that would give them the opportunity to integrate with the new website and enable data to flow directly into their database.
Read more about how the DaizyLogik team addressed this challenge.
Updating and Automating Business Processes Through Salesforce NPSP
Does your Salesforce CRM feel disconnected from your business processes? Do you feel like you have to use Salesforce because is telling you to, but you end up reverting to spreadsheets and sticky notes?
Fortunately, there are a few telltale signs that indicate that an organization is using a CRM that no longer supports their business processes. If you see your staff seeking out alternatives to Salesforce, it may be time to schedule a business process review.
Business Processes Change. Your Salesforce CRM Should Change WithThem.
Foodbank Helper is now available on the AppExchange!
Food banks now have a way to help them quickly collect and track client information in the field. Foodbank Helper is Lightning ready, responsive, and looks great on both Salesforce1 and any mobile browser.
Foodbank Helper enables staff to easily track the data needed to report on the impact of their programs, and meet reporting requirements from funders. This free App works behind the scenes to track a client’s first visit and household composition, estimates clients’ birthdays, keeps records if a client reports that they are homeless, and reminds users if a given household is not eligible for baby food or diaper distributions.
Go to the Foodbank Helper on the AppExchange to install the app in your Salesforce instance.