Revolutionizing Global Education (2017-2023) Customized Salesforce Solutions for Non-Profit Education Sector Client
Introduction
A US-based leading Non-Profit education service provider having presence worldwide wanted to modernize their legacy systems. Their goal was to seek a tailored Salesforce solution that bridges educational institutions, governments, and international organizations. While promoting efficiency and transparency, this integrated platform sought to simplify educational and assessment.
Objective
Develop a cutting-edge Salesforce application, customizing its capabilities with innovative features to align with our client’s evolving vision.
Challenges
The client embarked on an ambitious journey using Salesforce, implementing various tools like Nonprofit Cloud (NPSP), Sales Cloud, Service Cloud, Experience Cloud, and Pardot. However, they faced significant challenges within their Salesforce ecosystem.
| NPSP Key Challenges | Solutions Provided by Plumlogix |
| The business considered using Person Accounts, risking limited flexibility. | Plumlogix recommended NPSP for better customization and nonprofit alignment. |
| The business’ customization requests risked complicating the system. | Plumlogix focused on essential NPSP configurations to keep the system manageable. |
| The business needed an effective way to manage recurring donations. | Plumlogix selected the best recurring donations option among Legacy Recurring Donations, or Enhanced Recurring Donations tailored to regional needs. |
| The business required a reliable data migration from Formstack to Salesforce. | Plumlogix used the NPSP Data Importer for accurate and efficient migration. |
Solution
Detailed Exploration
Security & Access Upgrade
Stable Delivery Assurance
Strategic Blueprint
Enhanced Data Collaboration
Let Our Digital Transformation Consultants Maximize Your Business Success!
Technology Stack
Business Outcome
Enhanced Experience
Modernized Capabilities
Event & Content Delivery System for Professional Learning
