Digitizing Paper-Based System Saves Staff Hours of Work
The Mandel JCC team is thrilled with its refund request system, which was built, tested, and deployed in two months. More than 180 refunds were processed digitally in the six months after its launch, with an average refund turnaround time of 7–9 days. Now, when a customer asks about the status of a refund, any staff member can check in Salesforce to provide an immediate update.
"It's been such a big win that everyone wants to use Salesforce for everything now," said Davidson. Nonprofit Success Pack (NPSP) features help generate the real-time impact reports the center needs to provide to donors and sponsoring organizations.
Next up for digitization is their system for evaluating and responding to scholarship applications. In 2021 the center distributed over $250,000 in scholarships to enable people in the area to become members or attend camps. The Financial Services Coordinator, who absorbed the responsibilities of a second role during the pandemic, wants to cut her work schedule to four days a week. The hours of staff work saved by streamlining the refund and scholarship processes will make that possible.
For Davidson, the ability to customize and automate is the core reason to choose Traction Rec and Salesforce. Traction Rec meets the digital business needs of community centers, from managing key card access for the facility to selling fitness packages. "It allows us to be a community center online, but we've got this Salesforce power to be creative, to build it out and automate things the way we want," Davidson said. "I can dream, and we can build it and make it happen."
This article was originally published on Salesforce.org. Images: Courtesy of the Mandel Jewish Community Center of Cleveland.