CASE STUDY DETAILS
A Workplace Training Organization
Project Type
CRM & Digital Transformation
Challenge
Encounter a
fragmented and opaque system.
Domain
Non-Profit
Impact
Centralized Non-Profit Data Architecture
OVERVIEW
Avion Technology implemented Salesforce for a workplace training organization to bring its customer, sales, and training activities into one system. The work covered CRM setup, training management, automation, reporting, dashboards, and calendar-based scheduling.
The work was completed in phases.
The first phase focused on the CRM and training setup and the initial automation. The
second phase added reports, dashboards, training-related improvements, and the design of quote and operational workflows.
PROBLEM
Non-profit organizations, field workers, and families seeking support often encounter a fragmented and opaque system.
The organization’s core operating model was hindered by
legacy spreadsheets and disconnected point solutions, leading to critical operational bottlenecks
attendance, and certifications. The team also needed better visibility into follow-ups and day-to-day training activities.
- Fragmented Data Silos: Constituent records, household details, program cases,
- and fundraising histories were stored across disconnected tools and manual
- spreadsheets, preventing an enterprise-wide single source of truth.
- Multi-Persona Overlap: Individuals frequently engaged in multiple overlapping
roles (e.g., Staff members acting as Volunteer Mentors and Donors). Legacy tools
create duplicate contact records for each role, resulting in data corruption. - Disjointed Family-Centric Care: Case managers lacked a holistic 360-degree view
of household composition, service delivery history, active interventions, and
required milestone follow-ups
SOLUTION
To address these challenges, we designed and developed a comprehensive non-profit
CRM ecosystem:
1. Centralized Non-Profit Data Architecture
3. Automated Business Logic & Routing (Salesforce Flow)
5. Executive Visibility & Management Analytics
2. Multi-Persona & Identity Management
4. Family-Centric Care & Program Management
APPROACH
Our Approach
Research & Discovery
- Multi-department stakeholder alignment and operational workflow evaluation.
- Legacy spreadsheet audit and data corruption root-cause analysis.
- Constituent lifecycle mapping across overlapping volunteers, donors, and client
personas.
Automation
- Creates a follow-up task for newly created leads and supports ownership
and timely follow-up. - Provides notification when relevant
lead status changes occur.
Reports Delivered
- Lead Pipeline Report
- Class Enrollment Report
- Attendance Summary
- Revenue by Class
Dashboards Delivered
- Provides a consolidated view of operational
- activity, including leads, upcoming classes,
enrollment pending tasks.
Training Calendar
- A Salesforce Training Calendar view was
- configured to provide visibilityclasses
- Support weekly and monthly
- operational planning.
- PostgreSQL database schema with UUID-based entities
SUCCESS AND IMPACT
What Was Achieved
- The project established Salesforce as a structured CRM and operational platform for workplace training lifecycle.
- The solution connected sales and training processes, introduced automation, provided operational reporting and dashboards, and created a foundation for continued optimization.
- Requirements and process clarification with Dave Phase- based planning and prioritization
- Functional Specification Document preparation
- Developer task breakdown and implementation guidance
- Sandbox testing and walkthroughs
- Client feedback incorporation
- Reports and dashboard approval
- Production deployment planning
- Post-completion maintenance and support
By Business
- Centralized customer and sales information in Salesforce.
- More structured lead and opportunity management.
- Reduced manual coordination through task and email automation.
- Improved visibility into training operations.
- Faster access to management information through reports and dashboards.
- Better visibility into certification status and expirations.
- Improved sales-to-training handoff after Closed Won opportunities.
- A scalable foundation for future quote, integration and operational enhancements.
Phone
+1 (224) 209-9860Address
1600 McConnor Parkway,
Suite 125, Schaumburg, IL 60173
Schedule a free consultation
Phone
+1 (224) 209-9860Address
1600 McConnor Parkway,
Suite 125, Schaumburg, IL 60173