Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and ...Heller Consulting
Case management can be used as a specific term, but in the most basic sense it simply describes a process: information comes into a system, it gets processed in some way, and then something happens as a result. This simple process can be used and extended in a variety of ways to help a nonprofit organization deliver its mission and achieve its goals. From internal help desk tickets and support issues to managing customer requests or even grant applications, case management techniques and processes can streamline interactions between constituents and staff to provide a smooth and trackable experience from beginning to end.
Join us July 26 for this in-depth webinar where we will show how the Canadian Cancer Society in Saskatchewan utilized the case management functionality of Salesforce in their multi-channels engagement center to manage calls, emails, social connections, fundraising coaching and more. We’ll also discuss how they utilized cases in their financial assistance program and to provide an effective and efficient way to manage one of the more complex and time-consuming processes in their program. The Society was able to leverage the power of cases to enable and track service delivery and ensure the goals of the program were being met.
In this webinar, Salesforce.org, the Canadian Cancer Society in Saskatchewan and Heller Consulting show what’s possible with case management in Salesforce. At the end, you’ll walk away with new ideas on how to leverage this functionality for your own organization.
Key Takeaways:
- Live demo of case management in Salesforce
- Learn how the Canadian Cancer Society built one of its cancer support programs by leveraging case management functionality
- Learn how the Society implemented a multi-channel engagement centre with cases as a key solution component
- We’ll share tips and best practices on case management and how you can increase the effectiveness of your programs
You can also receive Supporting a Strategy with Salesforce Cases, a detailed look at how to utilize the power of Salesforce Cases in a variety of ways across an organization.
2016 Winners Announced in WfMC Global Awards for Excellence in Case Management. These awards are designed to highlight and showcase the best examples of technology and business practice to support knowledge workers.
Learn more at http://adaptivecasemanagement.org/
Starting a CRM Project? Did you know that between 30% and 60% of CRM projects are destined for failure? If you've ever been a part of a CRM project before, you know what I mean. Learn the latest statistics on CRM failure and the counter-intuitive path to a profitable CRM project.
Once upon a time… integration was all about ESB’s, EAI and B2B. Today, many companies wish to integrate beyond firewalls, and typically with SaaS. Hence the uprise of API based integration, using lightweight protocols. The evolution is a fact; so now what is the current state of the Azure Integration Platform?
Glenn dives into its architecture and explains Logic Apps and the Enterprise Integration Pack. Learn to create basic IFTTT (If This Then That) scenarios, or why not: think bigger and create enterprise-level, hybrid integration scenarios using Logic Apps and on premises LOB apps. 'How does it work', 'How is it Made' and 'How does it all fit together’? Just a couple of questions you will find the answer to.
Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and ...Heller Consulting
Case management can be used as a specific term, but in the most basic sense it simply describes a process: information comes into a system, it gets processed in some way, and then something happens as a result. This simple process can be used and extended in a variety of ways to help a nonprofit organization deliver its mission and achieve its goals. From internal help desk tickets and support issues to managing customer requests or even grant applications, case management techniques and processes can streamline interactions between constituents and staff to provide a smooth and trackable experience from beginning to end.
Join us July 26 for this in-depth webinar where we will show how the Canadian Cancer Society in Saskatchewan utilized the case management functionality of Salesforce in their multi-channels engagement center to manage calls, emails, social connections, fundraising coaching and more. We’ll also discuss how they utilized cases in their financial assistance program and to provide an effective and efficient way to manage one of the more complex and time-consuming processes in their program. The Society was able to leverage the power of cases to enable and track service delivery and ensure the goals of the program were being met.
In this webinar, Salesforce.org, the Canadian Cancer Society in Saskatchewan and Heller Consulting show what’s possible with case management in Salesforce. At the end, you’ll walk away with new ideas on how to leverage this functionality for your own organization.
Key Takeaways:
- Live demo of case management in Salesforce
- Learn how the Canadian Cancer Society built one of its cancer support programs by leveraging case management functionality
- Learn how the Society implemented a multi-channel engagement centre with cases as a key solution component
- We’ll share tips and best practices on case management and how you can increase the effectiveness of your programs
You can also receive Supporting a Strategy with Salesforce Cases, a detailed look at how to utilize the power of Salesforce Cases in a variety of ways across an organization.
2016 Winners Announced in WfMC Global Awards for Excellence in Case Management. These awards are designed to highlight and showcase the best examples of technology and business practice to support knowledge workers.
Learn more at http://adaptivecasemanagement.org/
Starting a CRM Project? Did you know that between 30% and 60% of CRM projects are destined for failure? If you've ever been a part of a CRM project before, you know what I mean. Learn the latest statistics on CRM failure and the counter-intuitive path to a profitable CRM project.
Once upon a time… integration was all about ESB’s, EAI and B2B. Today, many companies wish to integrate beyond firewalls, and typically with SaaS. Hence the uprise of API based integration, using lightweight protocols. The evolution is a fact; so now what is the current state of the Azure Integration Platform?
Glenn dives into its architecture and explains Logic Apps and the Enterprise Integration Pack. Learn to create basic IFTTT (If This Then That) scenarios, or why not: think bigger and create enterprise-level, hybrid integration scenarios using Logic Apps and on premises LOB apps. 'How does it work', 'How is it Made' and 'How does it all fit together’? Just a couple of questions you will find the answer to.