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.
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.
Lynn Ketch, Executive Director - Rockwood CDC
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.