Exponent Philanthropy sought systems improvements and implementation of the Salesforce Sales Cloud to replace their proprietary Association Management System (AMS), with the end goal of improving communication amongst stakeholders.
To this end, Southpoint developed a member portal for the organization which leveraged the Salesforce Community Cloud and migrated data from proprietary systems to the newly developed Cloud. The newly implemented Salesforce customer relationship management (CRM) system provided functionality that enabled Exponent Philanthropy to provide efficient and effective services to members while providing a platform for staff to better communicate with, serve, and engage with each other.
Southpoint’s approach included developing a Member portal leveraging Salesforce Community Cloud.
The Southpoint approach
Relationship Management Enhancements
When implementing the Salesforce CRM system, Southpoint implemented multiple enhancements to expand Exponent Philanthropy’s customer experience with its members. Southpoint’s approach included developing a Member portal leveraging Salesforce Community Cloud. We then integrated Salesforce with the Event Management and Payment platforms as well as with the existing website to protect Member only content. Southpoint also developed custom reports and dashboards to support operations, including an engagement scoring process to identify members at risk of lapsing as well as an interactive space to exchange ideas and information.
Migrated data from legacy system into updated Salesforce stystems
Third Party Integration
Integrated Salesforce with PayPal, WordPress and Docusign
Implemented a member portal utilizing Salesforce Community Cloud
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