Project Name
Boosting Lead Conversion Rates With Salesforce NPC and Automation
Our client is a nonprofit that empowers global communities and individuals for better well-being. As the number of leads grew, keeping up with them from various sources became a struggle. It slowed their growth and caused operational delays, especially with repeated data and confusing reports.
Ksolves implemented a customized Salesforce Nonprofit Cloud solution to organize their leads and automate tasks. Our approach made processes simpler and improved how quickly they responded to leads. Now, the client works more efficiently and creates a more substantial impact in the communities they serve.
The client faced several issues before adopting the Salesforce NPC solution that hindered their lead management process:
- Complex Lead Handling: They struggled to handle leads from sources like Eventbrite and Web Forms. They required help managing manual entries based on postal codes and improving lead response time.
- Data Duplication: The client had too much redundant work left while handling duplicate data. Many records with fragmented name variations made the task even more challenging.
- Limited Reporting: The client didn't have a unified dashboard, so they could not track their campaign performance or measure lead conversion rates to find better growth opportunities.
- Time-Intensive Processes: They tried to scale the resources to support ongoing data processing tasks but failed to maintain the same operational efficiency. These challenges created operational bottlenecks and limited the client’s ability to respond promptly to potential leads and analyze their performance effectively. Let’s see how Ksolves seamless, automated, and scalable solution helped the client to streamline their processes and drive growth by overcoming these issues.
- Data Migration: The client needed to migrate their entire Nonprofit Success Pack (NPSP) Org to a Non-Profit Cloud Org, including the transfer of custom objects, fields, and data.
Our Salesforce experts developed a streamlined lead management system using Salesforce NPC. Here's how we solved the challenges:
1. Data Migration:
- Planning and Strategy Ksolves began with clear migration goals, prioritized essential datasets like leads and contacts, and engaged stakeholders for seamless alignment.
- Data Assessment We audited data to identify duplicates, inconsistencies, and obsolete records, ensuring only high-quality data moved forward.
- Data Mapping Our team mapped source fields to Salesforce, customized where needed, and carefully linked accounts, leads, and contacts for organized relationships.
- Data Cleansing Our Ksolves experts removed duplicates, and standardized formats, and ensured all data was clean, consistent, and migration-ready.
- Test Migration A trial migration tested a small data subset, resolving issues early while verifying accuracy and completeness in Salesforce.
- Validation and Quality Checks We double-checked data accuracy and validated relationships, ensuring no information got missed and everything aligned perfectly post-migration.
2. Integrated Lead Generation:
- We integrated multiple lead sources to streamline their lead management process. Our team automated lead creation from Eventbrite event registrations. It comes with a manual synchronization feature to let the updates happen spontaneously. We embedded web forms on the website to capture leads directly and map them to Salesforce fields. Additionally, we implemented a bulk import feature with automated duplicate checks to ensure accurate imports.
3. Automating Workflows:
- We focused on automating several lead management workflows. Our team configured the system to create and schedule default tasks for every new lead. Based on the lead interaction, we also set up automated updates that change the status from Not Contacted to Contacted.
4. Managing Duplicates and Data History:
- We implemented rules to identify and consolidate duplicate entries and added tools to track lead and campaign updates. This helped the client see changes clearly and made managing data much simpler.
5. Enhancing Reporting and Dashboards:
- We developed custom reports to track lead history with conversion rates and campaign details. The intuitive dashboard offered more profound insights. The client can fetch summaries of key performance metrics using the solution.
6. Role-Based Access Control:
- We provided precise access levels for administrators and marketing managers. Administrators were given complete control over lead creation and reporting. Marketing managers had access to leads within their hierarchy and campaign creation permissions. Standard users were restricted from viewing all leads except the ones they owned.
- 92% Faster Lead Follow-Ups: Our automated workflows reduced lead follow-up time from 48 to 4 hours. Our client achieved faster responses and more efficient lead management.
- Improved Data Quality: We increased data accuracy by implementing the duplicate resolution and improved the clean record rate from 60% to 95%. Our solution eliminated the chances of data redundancy and enhanced data reliability.
- Higher Conversion Rates: Our solution streamlined processes led to a 20% improvement in lead conversion rates. It enabled our client to convert more prospects into active supporters.
- Real-Time Reporting: The previous reporting period required 2 days. Our solution delivered spontaneous data insights by providing immediate visibility into key performance metrics.
- Increased Efficiency: Our solution significantly reduced task completion time by providing same-day resolutions and improving overall operational productivity.
- Data Collection: We combined leads from various sources and event platforms to organize and maintain consistency in the information.
- Data Preparation: We sorted the existing entries by removing duplicates from them. The process of data cleansing improves accuracy.
- Workflow Automation: We set up automation rules to create tasks that update the lead status and streamline the overall process.
- Integration: Our team utilized spontaneous reporting functionalities to build an exclusive Salesforce dashboard for viewing performance metrics.
- Reporting & Insights: Custom reports and dashboards were created to give the client visibility into lead conversion and overall workflow performance.
Ksolves Salesforce experts transformed the client’s lead management process by implementing a custom Salesforce Nonprofit Cloud solution. It brought everything together in one place and set up automatic tasks for quick insights. Our solution helped the client respond to leads more quickly and accurately. With our Salesforce support, they can now grow their operations smoothly and focus on what’s important for their ROI!
Transform Your Lead Management With Our Automated and Scalable Salesforce NPC Solution!
