Keeping Busy with Projects

The Float into the Clouds team has been busy with a number of projects! This includes a new project for providing grants for Government projects. We have also worked on the following:

* Building an integration between Salesforce and a Loan Approval System
* Building an integration between Salesforce and a Recruitment Management System
* Implementing a number of Marketing Cloud instances!

We’d love to help you with any projects you need a hand with!

Helping with the Covid-19 Pandemic

The team just completed an exciting project using Salesforce to help with Covid-19 relief efforts.  Recently a client came with the requirement to match businesses with one another who can help each other during this difficult time.  With a tight timeline of a few weeks to go live, the client needed a way to match businesses on certain criteria, while also being able to track emails in Salesforce (including the responses back) and have an escalation path (if needed) within Salesforce.  The Float into the Clouds team was able to deliver a system that met this requirement, but did the matching automatically to remove the manual work needed.  Additionally, we suggested the client use web forms to get information updates from the businesses to reduce the amount of emails needing to be processed.  So, we introduced FormAssembly to the client and built out the automated forms.  Now the client’s team can more effectively complete their matching and provide much needed relief during the Covid-19 pandemic. 

Building New Recruitment System

After successfully completing a Community migration project, the Float into the Clouds team was leveraged to build a new applicant management system.

This applicant management system plugs in the Recruitment Marketing Platform Talemetry via API. From there, as a new applicant applies online, the Salesforce system then receives the applications and helps recruiters sort them. Then, a recruiter can conduct a phone screen, within Salesforce using Flows, with ease. Depending on the outcome of the answers, to the phone screen/interview, the Salesforce Flow then provides scripts on how to end calls or what questions to ask next.

With this new Salesforce based recruitment system, the client is able to access more powerful Salesforce reports, while also having greater control on the processes that recruiters use. Then, once the applicant is fully vetted, they are displayed in the Salesforce Community that was previously built.

Condensing Multiple Orgs

Float int the Clouds has been working hard over the past few months to condense four different Salesforce orgs that one client has, into one Salesforce org. This has been a challenge to do given the amount of different business processes and automations that are in four different orgs.

However, the Float into the Clouds team has successfully completed the project within three months. This included completing the final data migration to condense all the leads, contacts, accounts and more into one org.

A project like this is entirely do-able, but can seem daunting. The biggest challenge is mapping out all of the business processes and how will they all work in the new org!

We can help you implement Marketing Automation tools!