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!
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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!
Keeping Busy with Projects
The Float into the Clouds team has been busy with a number of projects! This includes a new project for providing grants for Government projects. We have also worked on the following:
* Building an integration between Salesforce and a Loan Approval System
* Building an integration between Salesforce and a Recruitment Management System
* Implementing a number of Marketing Cloud instances!
We’d love to help you with any projects you need a hand with!
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.