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Non-Profit

Isaac M. Wise Temple

About Isaac M. Wise Temple

Isaac M. Wise Temple is a modern, vibrant, and enduring Reform Jewish community inspired by the innovative vision of Rabbi Isaac Mayer Wise, founder of the American Reform Movement. They focus on lifelong learning including nationally accredited religious school and a unique approach to adult learning.
"Chris Gibson and his team at Undefined Design have been invaluable partners in our migration and development of our Salesforce database. Chris has been patient, tireless, ingenious, and efficient in his processes and approach. He listens carefully and well, clarifying roadblocks and issues, and always coming up with solutions. I’ve worked with other Salesforce developers and he is by far the best. He cares deeply that we are happy with our product, and never gets impatient when we ask for changes or improvements. He takes pride in what he does, and we could not be happier with the results he has achieved. I highly recommend him."
Sally Schott
Executive Director, Isaac M. Wise Temple

The Challenge

The staff at Isaac Wise Temple are tasked with the day-to-day management of all members inside the congregation. Being able to provide a central location to manage the efforts surrounding these responsibilities is a big focus for Isaac Wise, as well as freeing up the officer’s personnel responsibilities and improving member engagement within their congregation. They were looking to streamline how they interacted with the congregation, while giving their members the advantages that come with a modern website, portal, and temple management system. Isaac Wise Temple’s main goal was to free up the staff from the mundane, administrative tasks that could be automated while reducing costs associated with these tasks, and allow the staff to focus on the more important elements of their job.

The Solution

Undefined Design implemented our MemberForce solution, which is built on the Salesforce Platform, is highly customizable, and aimed at solving the administrational needs related to temple management. After the implementation, Isaac Wise Temple experienced a massive reduction in the administrative work that required large amounts of time to accomplish previously. Streamlining processes, such as, mailing letters, payment processing, community engagement, event registration, and membership management and insight. MemberForce allows them to manage every aspect of their temple directly in a customized Salesforce environment, tailored to their needs, which they have ultimate control over.
Undefined Design Specializes in Non-Profit Solutions Built on Salesforce.com.

State & Local Government

Veterans Real Estate Benefit Network

About VREB

Founded on Veterans Day 2012, as the RE/MAX Veterans First Rebate Program - it quickly grew to one of the largest National Buyer/Seller Membership Benefits program. Dedicated to our Veterans and reducing their home buying/selling costs, Veterans First expanded its National Agent Network outside of RE/MAX in January 2014 to all brands and firms.
"Our national company relies on technology and sophisticated contact management to support Veterans pursuit to home ownership. Prior to connecting with Undefined Design, our company had wasted lot of time and money with other companies claiming to understand Sale Force and its integration into multiple platforms. Undefined Design has been exceptional to work with. Their products/service is always very professional and cost effective. Their staff continues to guide our company through very technical aspects of managing 1000s of accounts across the nation. Great Company, Problem Solver, Well Run!"
Eric Criner
CEO, VREB

The Challenge

Veterans Real Estate Benefit Network (VREB) provides a valuable service to the veterans of the United States, as they assist veterans in the process of buying and selling homes at significant volumes. This service requires VREB to use many sources of information that reside outside of their Salesforce solution and as such they needed a way to route all of these sources into it and connect their partner facing portals with it as well. VREB was also looking to automate processes within their system and install any third party solutions they use when applicable.

The Solution

Undefined Design worked with VREB to employ an approach that routes all of the outside source information through Salesforce with a robust and scalable structure. We were able to provide many API based entry points for this data into Salesforce and assisted in integrating Salesforce data into their partner facing portals. Their system also allows them to map leads by location and assign the closest VREB agent to any given real estate opportunity. Analysis and reporting of data is another area of importance for VREB in being able to determine how effective the implemented solutions are at accomplishing the goal they set out to solve. This data is easily accessible and provided by the solution. Undefined Design also provides continuing assistance in guiding VREB as their company grows, creating automation and installing any 3rd party applications when needed.
Undefined Design Specializes in Non-Profit Solutions Built on Salesforce.com.

Non-Profit

Ohef Sholom Temple

About Ohef Sholom Temple

Ohef Sholom Temple has served as the leading congregation in Hampton Roads for over 150 years. “ A House of Prayer for All Peoples,” the inscription above our famed columned sanctuary entrance, reinforces our mission to accept, foster and further Judaism in all its dynamic variations.
"Chris Gibson is my database “Rescue Hero.” When I was at wit’s end with our congregation’s database management system and could no longer abide by their lack of customer service, I was fortunate to find Chris. Readily accessible by phone, he carefully listened to our issues and readily addressed them. With Chris on our side, I was no longer held hostage by the limitations of an existing CRM. If you can imagine it, Chris and his talented team can make it happen. With this partnership I am confident that we have - believe it or not - the potential to create our “dream” database. And it feels great to say that."
Linda Peck
Executive Director, Ohef Sholom Temple

The Challenge

OHEF Sholom Temple needed to transition to a more robust, Salesforce based congregation management system, as their existing solution did not provide the tools or functionality necessary for their unique accounting approach. The existing solution was causing issues in the management of congregation members and the ability to easily and accurately report on temple financials, which are used by their executive leadership and board. OHEF Sholom’s customer relationship management system had to have the ability to handle all the day-to-day management aspects of running a synagogue while also providing the financial latitude and flexibility to talk to their backend accounting system correctly.

The Solution

Undefined Design knew that OHEF Sholom needed a native Saleforce solution that had to be implemented quickly. Within a month and a half Undefined Design had implemented a custom solution, which contained all previous historical data. This solution allowed OHEF Sholom’s unique accounting model, driven by accrual-based spending and cash-based income, to be streamlined into Salesforce and provide detailed financial reporting for the executive team. The solution also provided a reduction in administrative needs due to the management of members inside of Salesforce through features like; batch payment processing, mass billing and registration, mass emails of statements and notifications, and more.
Undefined Design Specializes in Non-Profit Solutions Built on Salesforce.com.
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