When it comes to Non-Profits and memberships or service-based businesses, your customers are your largest asset. By customizing tracking tools, you can easily organize and visualize the needs of your customers. For example, Salesforce allows you to view and log the timeline of your members and their actions. Seeing the need for a custom organizational tool, Undefined Design built our propriety Salesforce App, MemberForce.
Tracking assessments and activities is incredibly important and here’s why. Undefined Design can take this information and display it in a user-friendly dashboard. In turn, our visuals give the organization a better idea of which events and activities are generating the most revenue. MemberForce asset tracking highlights designation, assessment dates, amounts, and overall balance. Payment automation and status for individual designations offer clear and concise reporting.
Effortlessly manage classes inside Salesforce with the Classes and Enrollment function of MemberForce. Online registration is a breeze for students and staff. Our custom solution integrates into Salesforce to simplify information and allocate the details of each attendee. Quickly view and edit class rosters and attendance with advanced screens for managing rosters and enrolling members of the community.
Temples and Synagogues greatly benefit from custom Salesforce Solutions. UD designs and develops Salesforce add ons and apps that would be most valuable for constituents. The 360 view allows members easy access to discussion board postings, bulletin boards, exports, and emails. Salesforce customization boosts congregation engagement with real-time updates and member profiles. Undefined Design effortlessly integrates with Rabbi’s Salesforce 1 mobile access for high-level planning.
Gain a 360° view of each member in with Undefined Design. We customize Salesforce tools to track user activity, event attendance, and class participation. You can even gain insight into their activity on social media sites to build a stronger, long-lasting relationships through effective, tailored messsaging. Generate statements, manage billing and payments, and create reporting that identifies your most active members.