Institute of Physics

SALES CLOUD CRM TRANSFORMATION

The project ensured IOP departments are working from the same data – with a 360 degree view across all the contacts and organisations the institute work with.

We worked with the IOP to deploy the Sales Cloud, to provide multiple departments with a centralised CRM database.

The IOP’s processes were streamlined and automated using work flow rules – reducing the amount of time spent on administration, particularly when contacts interacted with multiple departments.

Reporting across the donations pipeline was significantly enhanced – so individual donors contributions could be tracked and donations were forecast more accurately.

The system also managed anonymous donors, using permission sets and rules to maintain privacy, while connecting them to their contributions for reporting.

Close
Go top

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close