The Challenge

The Trust wanted to procure the services of a company to implement Salesforce and ensure that all the adaptations/add ons to Salesforce specified are implemented.

They had been using a bespoke Management Information System which was unreliable:

  • Unable to communicate via text
  • Unable to tailor communications
  • Relied upon a manual list of those who did not wish to receive certain communications
  • Unable to effectively capture data on third party contact details in a usable format
  • Could not produce management reports (e.g. number of beneficiaries with a particular disability)
  • The health information was not integrated with broader beneficiary information

The Solution

  • Send emails and text messages directly from within Salesforce
  • Attendance of events stored in Salesforce campaigns
  • Running of client specific reports
  • General information for each beneficiary (along with third party contact details for them) with standard and custom fields
  • Contact mailing preferences linked in Salesforce to mailing/email campaigns
  • Dashboard of communications easily accessible within Salesforce
  • Training package for all Trust staff

Office Manager, Thalidomide Trust

Lynsey Clarke

“Hugely beneficial! Reporting is much easier.”