Case Study on Salesforce
Content
Olive Success Story
Company Profile:
Industry: Ministry The client is a rapidly growing charitable organization with the team having extensive experience in business and NGO leadership, and broad reaching international networks. The client operates at various locations and facilitates collaboration among organizations and individuals worldwide who want to play a role in reaching the non-readers of the world with the Word of God.
A Case Study On Implementation of Salesfore CRM
Executive Summary
The client promotes and supplies audio scriptures, also provides training on audio scriptures across the world by operating at multiple territories. The client being not for profit organization operates with donations and sales from different parts of world. With increase in the number of transactions, the client has prepared to upgrade their existing system and automate all the processes involved.
Clients’s Business Need
Olive’s team had identified that the following features are to be improvised • • • • • Various desktop applications are used for accounting purpose Order management system for manual orders Online and offline orders that are not in one place Limitation in terms of quantity of online orders The inadequacy of the existing system in supporting payments in currencies other than South Africa RAND and USD • The features handling inventory management, report generation process and receipts for orders and donations are processed manually
Olive’s Value-added Benefits
• Olive has serviced over 100 clients in 10 countries since 1996 Olive is ISO 9001:2008 QMS & ISO/ IEC 27001:2005 ISMS certified and is currently developing competencies to achieve CMMI certification Olive is a Microsoft software full solution provider for turn-key projects in web, enterprise, and system support services Olive has a team of over 80 qualified individuals to work on customized projects
•
Olive’s Solution
After a thorough analysis of client’s requirements and the existing system, the team at Olive has identified the need for integration of a CRM (Customer Relationship Management) tool to automate the processes. The team studied various CRM tools and identified integration of Salesforce CRM would meet the client’s requirements. Along with the CRM integration, the team has proposed to develop a new website using Drupal, a CMS (Content Management System) for better management of the content related pages in the website. Use of a CMS reduces the development time of a website. With the proposed system, the client’s • Donation Management, Inventory, DropBox systems will be replaced with Salesforce.com and with this data will be loaded and migrated to Salesforce.com objects • Reports can be customized.
•
•
© Olive Technology, Inc. 5350 N. Academy Blvd. Suite 202, Colorado Springs, CO 80918 Phone 719-559-4736 Fax 719-785-5786 Web www.olivetech.com
Empowering People Through Technology
System Architecture About Olive Technology
Olive Technology is a custom software development and IT solutions provider specializing in Enterprise Solutions, Application Development, and Web Technology. Olive has served customers in 10 countries, spreading to the regions of North America, European Union, East Asia, India and Africa. By serving the world’s leading for-profit and non-profit companies, Olive empowers individuals and communities to use knowledge and technology for the betterment of the lives of people.
Project Features:
The key feature of the project includes: • • Development of a new site using PHP in Drupal CMS Integrating Salesforce CRM to achieve the following • • • • • • Inventory Management Manual Order Management Donation Management An application to integrate QuickBooks with CRM File Sharing system Event Management
Olive Technology was founded in 1996 and is headquartered in Colorado Springs. Olive has service centers in the US, India and Indonesia, each with dedicated staff and operations to ensure an optimum level of service delivery. This allows professional and focused solutions to be delivered to a range of clients. • • •
Business Benefits:
By integrating all the processes with the CRM, ensures better management Automation of the processes reduces time involved and reduces the errors caused because of human interference Inventory, orders and donations can be better managed smoothening the process flow
© Olive Technology, Inc. 5350 N. Academy Blvd. Suite 202, Colorado Springs, CO 80918 Phone 719-559-4736 Fax 719-785-5786 Web www.olivetech.com
Company Profile:
Industry: Ministry The client is a rapidly growing charitable organization with the team having extensive experience in business and NGO leadership, and broad reaching international networks. The client operates at various locations and facilitates collaboration among organizations and individuals worldwide who want to play a role in reaching the non-readers of the world with the Word of God.
A Case Study On Implementation of Salesfore CRM
Executive Summary
The client promotes and supplies audio scriptures, also provides training on audio scriptures across the world by operating at multiple territories. The client being not for profit organization operates with donations and sales from different parts of world. With increase in the number of transactions, the client has prepared to upgrade their existing system and automate all the processes involved.
Clients’s Business Need
Olive’s team had identified that the following features are to be improvised • • • • • Various desktop applications are used for accounting purpose Order management system for manual orders Online and offline orders that are not in one place Limitation in terms of quantity of online orders The inadequacy of the existing system in supporting payments in currencies other than South Africa RAND and USD • The features handling inventory management, report generation process and receipts for orders and donations are processed manually
Olive’s Value-added Benefits
• Olive has serviced over 100 clients in 10 countries since 1996 Olive is ISO 9001:2008 QMS & ISO/ IEC 27001:2005 ISMS certified and is currently developing competencies to achieve CMMI certification Olive is a Microsoft software full solution provider for turn-key projects in web, enterprise, and system support services Olive has a team of over 80 qualified individuals to work on customized projects
•
Olive’s Solution
After a thorough analysis of client’s requirements and the existing system, the team at Olive has identified the need for integration of a CRM (Customer Relationship Management) tool to automate the processes. The team studied various CRM tools and identified integration of Salesforce CRM would meet the client’s requirements. Along with the CRM integration, the team has proposed to develop a new website using Drupal, a CMS (Content Management System) for better management of the content related pages in the website. Use of a CMS reduces the development time of a website. With the proposed system, the client’s • Donation Management, Inventory, DropBox systems will be replaced with Salesforce.com and with this data will be loaded and migrated to Salesforce.com objects • Reports can be customized.
•
•
© Olive Technology, Inc. 5350 N. Academy Blvd. Suite 202, Colorado Springs, CO 80918 Phone 719-559-4736 Fax 719-785-5786 Web www.olivetech.com
Empowering People Through Technology
System Architecture About Olive Technology
Olive Technology is a custom software development and IT solutions provider specializing in Enterprise Solutions, Application Development, and Web Technology. Olive has served customers in 10 countries, spreading to the regions of North America, European Union, East Asia, India and Africa. By serving the world’s leading for-profit and non-profit companies, Olive empowers individuals and communities to use knowledge and technology for the betterment of the lives of people.
Project Features:
The key feature of the project includes: • • Development of a new site using PHP in Drupal CMS Integrating Salesforce CRM to achieve the following • • • • • • Inventory Management Manual Order Management Donation Management An application to integrate QuickBooks with CRM File Sharing system Event Management
Olive Technology was founded in 1996 and is headquartered in Colorado Springs. Olive has service centers in the US, India and Indonesia, each with dedicated staff and operations to ensure an optimum level of service delivery. This allows professional and focused solutions to be delivered to a range of clients. • • •
Business Benefits:
By integrating all the processes with the CRM, ensures better management Automation of the processes reduces time involved and reduces the errors caused because of human interference Inventory, orders and donations can be better managed smoothening the process flow
© Olive Technology, Inc. 5350 N. Academy Blvd. Suite 202, Colorado Springs, CO 80918 Phone 719-559-4736 Fax 719-785-5786 Web www.olivetech.com
