Our Client is a UK based charity devoted specifically to the cause of a particular kind of Arthritis. The organization’s staff works closely with all its Members, Volunteers, and a panel of Medical and Allied Health Professional Advisors to coordinate, fund and deliver high quality member services for all affected by Arthritis.
- Was currently using Salesforce but it was not customized to their needs.
- There was no centralized place for viewing pending callers and available volunteers.
- The organization spent a lot of time assigning volunteers to patients, which was a hindrance to their ongoing growth.
- The process to identify suitable volunteers was very time consuming. There was no simple user interface to do specific searches according to the required attributes.
We developed a sophisticated Visualforce page. It worked like an integrated console and helped manage the organization’s callers, volunteers and members in an efficient way. It performed the following functions-
- View and edit details of all patients/callers who require volunteers.
- Search for an appropriate volunteer based on various attributes.
- View details of the chosen volunteers.
- Link the selected volunteer to a patient
- 360 degree view of all volunteers and calls
- Faster and Smarter Operations
- Easy to use and all-inclusive user experience
Now you can take a look at the functionality !!