Our client is a non-profit organization for the Jewish Community that imparts personalized training, studying 1:1 with your chosen mentor or partner to learn Jewish philosophy and custom. We offered a custom solution of a match-making app for the Jewish community based on a algorithm and added new features and functionalities as part of our solution.
Problems & Challenges
Our client wanted an app for choosing mentors for the various students based on some criteria, they also wanted a component to track every conversation with the contacts for any mode of communication (external /internal) like Twilio SMS, Talk desk call notes, manual email, case, automated emails, chatter messages – all at a single place.
There is not any out of box feature of Salesforce available to do this till date. We had to do custom implementation for the same.
We provided a custom solution with an app with a match-making algorithm for the students to help them choose their preferred mentors based on criteria of time, level and area of interest. The user can login into the app as a student or a teacher using credentials and then choose to be a teacher or a student.
We provided a robust solution with Lightning Web Components (LWCs). We are trying to make the org more refined with new features and functionalities as follows:
- Track the donations (new or existing ones) both recurring and one-time with integrated Stripe and PayPal with Salesforce. Stripe integration enabled recurring donations and one-time donations were enabled by PayPal integration.
- We configured Twilio and used custom code to deliver Twilio SMS, used by the internal agents for external communications with the customers/contacts through SMS in Salesforce org.
- We also configured Talk desk call notes and used custom code for the internal agents since they sometimes may prepare notes, after talking on the call on their discussions with the contacts in Salesforce org, as part of external communications.
- We used Chatter for internal communication between the agents in the Salesforce org.
We are working on the additional functionalities as well:
- We are working on functionality to make communication facilities in the org more customer-friendly, keeping in mind when can they be available to talk, their time zone, from which country they come from.
- We are currently working on SQL Server connection with Salesforce org for data storage and enhanced analytics. We are also working on multiple pilot programs every year for new engagements. Each program has its separate way and logic for customer engagement.
- We have implemented a self-service portal for the customers to help them to log in and update their details.
- We have also implemented auto-login functionalities where contacts/users can log in automatically through an auto-generated URL.
What our Clients Say About Us?
For more than one year of close co-operation, we experience the team of AnavClouds Software Solutions as highly skilled and reliable. We appreciate the team’s friendly and...
Axel BoescheCRM 360
AnavClouds Software Solutions made this project smooth. They are great in communication; they have showed their professionalism during the collaboration. Will highly recommend...
Excellent work by AnavClouds Software Solutions and the team. This is my second project with them and I am very satisfied with the results. AnavClouds Software Solutions will...
Faisal KhanDirector of Marketing, PIRS CAPITAL
Quick responses to our Salesforce needs with successful execution of our directives. Keeps in constant communication with our team...
I provided average requirements but developer was able to establish what I needed and successfully build and deploy. Prompt communication and quality work. I can strongly...
People in AnavClouds Software Solutions are great listener they were able to understand my pain points and provided solution, which perfectly fitted in my...
With the help of their application development and integration services, the overall productivity in our company has increased considerably. Thank you for your great service and...
Great communication and fair on budget. Did good work on a complex lightning project. Took longer than expected but communication was consistent and result was...
These people are wonderful! They were able to clean up several legacy bugs in our system after just looking at it for a short amount of time – and it is a very complex...
Ryan BorcherdtEx CEO
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