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Christina Gremore, Social Venture Partners International Intern

By Christina Gremore on August 01, 2013 08:03 PM

I’m writing this blog post having just finished a check-in meeting with my supervisor. I was showing her my ideas about how SVP could adapt Salesforce.com’s powerful features and tools to foster a greater degree of collaboration between Partners, among staff, and across the network. For example: I’ve created a survey in Flow Designer that will automatically update the Partner’s record in our database with the kind of granular data around professional skills that helps SVP staff make a solid match between Partners and Investees. With more accurate and easily searchable information, SVP can more efficiently reach out to Partners and avoid letting those with valuable skills go untapped.

I’ve also been looking into Salesforce’s Self-Service Portal. Originally designed to let customers interact with service reps when trying to resolve a case, I’m recommending that SVP use it to allow SVP staff and Partners to communicate with each other about an Investee Project. Right now, such communications happen mainly via email. Keeping these conversations in the central database will allow others across the network to access the knowledge captured in the projects.

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