Your organization needs to know your customers. Whether you’re a nonprofit wooing supporters or a business needing to maximize profit, it all comes down to the people you serve. Salesforce is a powerful customer relationship management (CRM) system that can help you follow and track your customers. Follow your customers or donors from acquisition through the sales process and on to your maintenance phase. People won’t get lost in the cracks and you can close more sales. Plus, get more out of your system and extend Salesforce into other areas, including manufacturing, warehousing and delivery.
Success over Software
We believe these enterprise application deployments are most successful when you have buy-in at the highest levels. When you set strategic objectives for Salesforce, you’ll see a measurable impact on your bottom line. These objectives might include:
- Better leads
- Faster case resolution
- Improved efficiency
We work hard to keep your leadership team involved and your objectives in focus—because that will define your success. At Candoris, our job isn’t simply to implement and support complicated software. Our entire goal is to help you be successful with that software. Whatever it takes.
Our team of experienced consultants can manage all aspects of your Salesforce.com implementation:
- Business consulting
- Architecture and design
- System/application integration
- Data migration
- Training and support
We operate using a five-phase implementation process that incorporates agile and test-driven development methodologies, in-depth knowledge transfer and user training. We know Salesforce and we can make it work for you.
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Thank you Candoris! I had a chance to put my training on the system into practice the very next day at an off-site meeting with one of our college partners. I was able to use the mobile app (Salesforce1) to provide them with up-to-date application data for students who they knew had yet to register for classes. Together, we were able to go through 10 students in 5 minutes, leading to real-time action! Now, they will make personal follow-up calls to the students to encourage them to register. It was so cool!! And we had a lot of oohs and ahhs from our partners at the table.
Keren Zuniga McDowel
Director of College Success
Denver Scholarship Foundation
WHO & WHAT
Denver Scholarship Foundation (DSF) is a promise scholarship organization that provides needs-based scholarships to graduates of Denver Public Schools. DSF works through career and guidance counselors within the school system to assist high school students in their preparation and application to colleges as well as their application for scholarships. They also partner with public colleges in the state of Colorado, collaborating with the financial aid and academic services departments to determine scholarship eligibility and amounts.
DSF’s primary business objectives for the project were to provide better structure and reporting to their business processes and to increase collaboration with their various high school, college and granting partners. One of the critical components was to create an online portal experience for college partners to exchange data related to students applying and/or enrolled within their institution. Prior to this project, to exchange data, hand-crafted spreadsheets were passed between DSF staff and college partners numerous times in order to accurately capture the needed data.
Candoris worked with DSF to deploy a Salesforce-based solution to model their student-scholar data, which provides access to DSF staff, high school counselors and college partners. Candoris worked closely with DSF staff to define requirements for the overall system and utilized agile methodologies to implement the final solution. Multiple small releases allowed DSF to meet critical milestones within their business lifecycle while giving them the ability to adopt smaller aspects of the solution over time. Partner portal access was provided through Salesforce Communities. Each college has multiple staff members who access the portal to review and update key financial aid and academic data according to their permission level.
Overall the solution allows DSF staff and college partners to gain access to data in real time what previously require multiple conversations and multiple weeks to gather. The system provides an end-to-end view of each system within a highly reportable solution.