Eigen X Case Study- Cookies for Kids' Cancer

Client Overview

Location: Califon, NJ, USA

Employees: 1-50

Industry: Non-Profit

Solution: Salesforce Maintenance & Support

Go-Live Dates: On Going

Cookies for Kids’ Cancer is a non-profit organization that is committed to raising funds for research to develop new, improved, and less toxic treatments for pediatric cancer — the #1 disease killer of children in the U.S. The provide inspiration and support for individuals, businesses and organizations to raise funds by hosting grassroots fundraisers, including our signature bake sale events.​

Challenge

  • Opportunity records created from Third Party Apps not flowing over correctly into Salesforce​

  • Unorganized and inconsistent data being populated in multiple objects​

  • Missing data in reports and varying grouping of incoming opportunity donations​

  • Marketing team is sending out manual emails and unsure if the right contact is receiving the correct email​

  • Ongoing issues and questions​

Solution

  • Create new or update existing flows and process builders to better define the integration from the third-party apps into Salesforce​

  • Provide guidance on best practice for data entry and field security​

  • Enhanced donation tracking by categorizing each type of donation into a revenue stream bucket​

  • Build Salesforce email templates and setup automated emails to be sent out based on types of donations​

  • Schedule weekly meetings to answer any questions and address any pain points that is being experienced​

Result

  • New opportunities coming in from Shopify, Classy and Grassroots are now flowing over correctly and being bucketed into the correct revenue stream​

  • Reduced the number of record types, updated many of the page layouts to only show necessary data and made certain fields required ​

  • Put rules in place to distinguish certain types of opportunities and categorized them, updated all existing reports to use new Revenue Stream field and created additional reports based on feedback​

  • Salesforce automated emails are now going out to contact emails based on the type of opportunity​

  • Client now has the ability to ask any questions during the call and request additional enhancements​