Challenge
A UK-based non-profit organization needed a more efficient way to manage its growing membership base and improve member engagement. The organization required a self-service portal where members could access resources, renew memberships, update personal information, and participate in community discussions. They also wanted to automate membership renewal processes and enhance communication with their members.
The Solution
- Experience Cloud Implementation: Developed a customized Experience Cloud site, creating a branded self-service portal for members. This portal allowed members to easily manage their profiles, access exclusive resources, and engage in community forums.
- Automated Membership Renewal: Implemented automation for membership renewal processes. Members received automated reminders for renewal, and the system facilitated online payments using Stripe and invoicing through the portal.
- Community Engagement: Set up discussion forums and community groups within the Experience Cloud portal, fostering member engagement and collaboration on topics relevant to the organization’s mission.
The Results
Members found it easier to manage their memberships, access resources, and participate in the community. The automated renewal process significantly reduced the administrative burden and improved the overall renewal rate. As a result, the organization focused more on its mission and less on administrative tasks, achieving a greater impact on its community efforts.
Technologies Used
Salesforce Sales Cloud
Salesforce Experience Cloud
Impact by the NUMBERS
40%
Easier Membership Management
35%
Increase in Renewal Rate
