Objective

The customer wanted to build a unified platform to manage the end-to-end membership lifecycle without relying on multiple disconnected systems.

The customer aimed to implement entire membership cycles within Salesforce CRM to manage:

• Receiving and processing new membership applications
• Vetting and verifying application details
• Committee based approval workflows
• Member onboarding
• Delivery of membership benefits
• Ongoing customer support
• Seamless membership renewals

Challenges

The customer faced issues with their legacy systems. It included:

The manual process – The membership application process was manual. It took significant time to vet each application.

Lack of Automation – Automating the existing system was challenging, especially in highlighting key data points for informed decision-making.

Disparate systems – It was difficult manage multiple disconnected systems

Solution

We successfully transitioned the existing system to Salesforce CRM by implementing the following features:

Automate membership lifecycle – We leveraged Salesforce’s standard features to organise member data and automate various steps in the membership lifecycle cycle.

Custom membership application – We built a custom digital membership application form using Lightning Web Component (LWC) framework, which allowed applicants to submit their details directly into the system.

Integrated payment gateway – We integrated a payment gateway within Salesforce enabling members to make payments online.

Automated Notifications – We configured salesforce notifications to automatically send alerts and emails to both staff and members at key stages to ensure timely notifications.

Data migration – To enable smooth transition, we transferred the existing member data from the legacy system into Salesforce.

Benefits

• Scalable operations – Salesforce implementation enabled scaling operations and supported integration to automate various functionalities.
• Reduced manual efforts – Automating the membership application process reduced manual efforts allowing employees to focus on their core competencies.
• Improved collaboration – The centralised system allowed different team members to work collaboratively, enabling improved efficiency.
• Enhanced Member Experience – Faster processing and timely communication improved overall member satisfaction.

About Us

NEC Software Solutions India is a Salesforce Consulting Partner, with comprehensive expertise in implementing Salesforce products, customising them, and integrating them with other applications and products. We offer a range of services that cater to our clients’ Salesforce Cloud requirements, making us a one-stop-shop for all Salesforce-related needs.

For more Information about Salesforce services

Email us at india.marketing@necsws.com