Decryptic Services, LLC
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ROckwood CDC Stages and Opportunities For Grants & Donation

What was the problem Rockwood CDC was facing?

When they came to Decryptic, Rockwood was battling an inefficient and disorganized system within their Salesforce instance where their team was tracking Grant and Donation information using the same processes and record types, making it hard and confusing for employees to navigate, leaving room for potential errors.  


More specifically, when Rockwood employees went to move donations and grants through phases of the opportunity, they were overloaded with stage options that were not relevant to both record types, leaving employees to guess on which stages to move their opportunity through and where to enter pertinent information.  

What did Decryptic do to fix the problem or provide a solution?

After evaluating Rockwood’s SFDC instance and discussing requirements with the team, Decryptic determined that Rockwood needed a more streamlined way for their employees to track and organize their donations and grant information within an opportunity in their Salesforce instance.  


So, Decryptic created and implemented a sales process within opportunities for each donation and grant record type that fits their unique workflow and needs. In order to set up these processes, Decryptic also had to create some of those unique stages for each sales process in the opportunity object and make sure everything was tied to forecasting.  


While the new process alone is saving employees time, Decryptic was also able to build elements of automation into the process through custom flows, like forecasting and automatically adding grant and donation amounts to the posted payments objects that would simultaneously update financial reports and the organization’s budget. 

Grant & Opportunity Triggered Flow chart in Salesforce for Rockwood CDC
Grant Opportunity Stage record example from Rockwood CDC's Salesforce Instance
Donation Opportunity staging within a record example from Rockwood CDC's Salesforce Instance
Sales Process Pipeline for Grant and Opportunity Stages in Rockwood CDC's Salesforce Instance
Donation Stages in the Salesforce NPSPS pipeline for Rockwood CDC

Your technical skills and ability to ask penetrating questions to assist in the discovery processes was the most rewarding to getting the product that we needed.


Lynn Ketch, Executive Director - Rockwood CDC

What was the outcome?

By narrowing down the stage options based on the specific record type (donations vs grants), it became much easier for Rockwood CDC employees to navigate through their Salesforce instance, update record information, and track their grants and donations funding, leading to more consistency, fewer errors, and overall better data integrity. 


With the implementation of automated flows for payments and financial forecasting, Rockwood is able to more accurately allocate its available funding to programs and events in real-time, allowing them to have financial transparency and grow their reach and support within the Rockwood community. 

Download The Full Case Study

Rockwood Splitting Opportunity Types for Grants & Donations (pdf)

Download

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We can conduct an efficient audit of your Salesforce instance, help create a game plan, and execute that game plan on the timeline that works best for you.

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