We have been helping two different volunteer-focused firms on their membership drives, specifically in how to make them more efficient (i.e. less manual time) for driving new volunteer sign-ups. It’s exciting to help a volunteer focused organization get new volunteers joining their organizations!
Author: Jeff Summers
Financial Services Cloud Certification
Our team has been helping two different clients using Salesforce Financial Services Cloud. So, we figured we might as well get certified. We will provide the updates on this exciting adventure!
Helping with the Covid-19 Pandemic
The team just completed an exciting project using Salesforce to help with Covid-19 relief efforts. Recently a client came with the requirement to match businesses with one another who can help each other during this difficult time. With a tight timeline of a few weeks to go live, the client needed a way to match businesses on certain criteria, while also being able to track emails in Salesforce (including the responses back) and have an escalation path (if needed) within Salesforce. The Float into the Clouds team was able to deliver a system that met this requirement, but did the matching automatically to remove the manual work needed. Additionally, we suggested the client use web forms to get information updates from the businesses to reduce the amount of emails needing to be processed. So, we introduced FormAssembly to the client and built out the automated forms. Now the client’s team can more effectively complete their matching and provide much needed relief during the Covid-19 pandemic.
Building New Recruitment System
After successfully completing a Community migration project, the Float into the Clouds team was leveraged to build a new applicant management system.
This applicant management system plugs in the Recruitment Marketing Platform Talemetry via API. From there, as a new applicant applies online, the Salesforce system then receives the applications and helps recruiters sort them. Then, a recruiter can conduct a phone screen, within Salesforce using Flows, with ease. Depending on the outcome of the answers, to the phone screen/interview, the Salesforce Flow then provides scripts on how to end calls or what questions to ask next.
With this new Salesforce based recruitment system, the client is able to access more powerful Salesforce reports, while also having greater control on the processes that recruiters use. Then, once the applicant is fully vetted, they are displayed in the Salesforce Community that was previously built.