Nuclay is a Salesforce technology partner, providing consulting and custom development services. We design cloud solutions for clients across unique industry verticals across the globe. We help both startups and Fortune 500 enterprises get a tailor-made service that fits in their business model and use the best possible computing resources to get the highest performance on their solution.
The client is a nonprofit organization that cares for the world around them. There is a mission-based community of donors who share their passion and want to reward the nonprofit and their work. This results in 90% of funding coming in from individual donors or foundations. With Nuclay’s Salesforce case management services, nonprofits can streamline their processes around topics such as finance, donor relations, volunteer onboarding and relationship management. This way they can collaborate and organize their mission-driven activities without breaking the bank.
The nonprofit was looking for ways to optimize its support services more efficiently. They met with our team of experts to find out the solution to their problems. Following are the key points that they highlighted during the discussion.
1. The nonprofit was using separate tools to manage the cases or support tickets. They needed a one-stop solution to make things easier and more organized.
2. The client asked us to migrate all of their support systems to the cloud.
3. They also pointed out that the distribution of their support cases was challenging for them.
4. The client also needed an efficient, computer-driven solution to help them monitor customer issues.
5. They wanted to have all of their communication channels managed from a single platform.
With Salesforce, nonprofits could close the gap between their capabilities and what's possible in their communities. We helped them along the way to automate donor communications, increase awareness of the impact, and manage cases seamlessly. Here are the two most critical missions we had in helping our clien
Service Cloud is a platform that works for companies in any industry and of any size. It helps customer service teams deliver consistent, high-quality service to their customers every time without requiring expensive custom development. It brings the advantages of an on-demand environment with the cost savings associated with using up-to-date technology.
Our solution was to merge separate sections into a single set using Salesforce case management. We streamlined the intuitive cases, contacts, and opportunity development system that is built into the very heart of the client’s business process. We made it a breeze to route cases and manage them throughout the full sales process.
Our solution for the internet payment gateway provides secure payments online to the customers of the nonprofit. This way the nonprofit could manage donors, payments, events, and other data sources from a single platform.
Nuclay's approach involved doing more than just development. Our experts looked at all the relevant factors to solve the issues of the nonprofit client. We could breakdown the entire process into the following four steps to accomplish our goals:
It comprises the tools that are used to manage the different phases in a case, from initial client communication to a specified end date. It makes it easier to work with cases, see what's happening on a customer’s account, and share information inside and outside the nonprofit company.
It is a method to respond to any incoming email, phone, or other communication channels automatically. We integrated this system into the existing support service that the nonprofit was using. This way they could reach more audiences in a quick turnaround time.
It simplifies the process in which the customer can reach the client. It uses a simple, unauthenticated web page that allows customers to submit cases directly to Salesforce. This can help organizations respond to customers faster, improving their support team’s productivity.
It is a process for resolving an issue that has not been resolved after multiple attempts. It is essential to look into such cases, to offer better support services and maintain trust in the nonprofit brand. We helped to establish escalation rules for when the client did not meet certain standards. It was very useful in the overall popularity of the company.
It is a computer process of defining which processes are to be done next, at a stage where they have been created but not yet started. We helped create a queue for the nonprofit to handle tickets more efficiently.
It is a process where an issue is created from a linked email directly and will be attached to the corresponding case. It ensured that customers receive timely replies that resulted in the fastest process in time to solve problems.
Nuclay provides Salesforce case management services to companies looking for better case workflow organization, streamlining communications and improving employee satisfaction with an easy-to-use Salesforce platform designed to help businesses increase productivity and efficiency. You can manage cases, incidents, and change requests efficiently too with our expertise and proven customer service practices. You can reach us at firstname.lastname@example.org to empower your team to deliver cases in an innovative, efficient and consistent manner.Contact Us