The staff at Isaac Wise Temple face the daily task of managing 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. Freeing up the officer’s personnel responsibilities and improving member engagement within their congregation is equally important. 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 while reducing costs associated with these tasks, and allow the staff to focus on the more important elements of their job.

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 administrative work. With salesforce automation functions, the large amount of time previously dedicated  to administrative work is no longer necessary. MemberForce streamlines processes such as, mailing letters, payment processing, community engagement, event registration, and membership management and insight. MemberForce allows them to control and manage every aspect of their temple directly in a customized Salesforce environment.

Veterans Real Estate Benefit Network (VREB) provides a valuable service to the veterans of the United States.  VREB assists veterans in the process of buying and selling homes at significant volumes.  VREB was in need of a solution for automating processes within their system and installing third party solutions when applicable. Additionally, their service requires the combination of many informational sources that reside outside of their Salesforce solution. In need of a way to route all of these sources into one and connect their partner facing portals, Eric reached out to us. 

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.

OHEF Sholom Temple needed to transition to a more robust Salesforce-based congregation management system.  Their existing solution did not provide the tools or functionality necessary for their unique accounting approach. The CRM in use was causing issues while managing congregation members. Additionally, it was difficult to accurately report on temple financials. In turn, resulting in a big problem when reporting to executive leadership and board. OHEF Sholom’s new CRM system had to have: The ability to handle day-to-day management aspects of running a synagogue , financial integration, and the flexibility to talk to the backend accounting system for accurate reporting.

Undefined Design knew that OHEF Sholom needed a native Salesforce solution that had to be implemented quickly. Within a month and a half, Undefined Design implemented a custom solution that contained all previous historical data. Driven by accrual-based spending and cash-based income, OHEF Sholom’s accounting model was unique. Our solution streamlined this model into Salesforce, providing comprehensive financial reporting for the executive team. There was a large reduction in administrative because of member management capabilities and Salesforce key modules. System features include: batch payment processing, mass billing and registration, mass emails of statements and notifications, and more.