Success Story: Choices

About the Company:

Choices is a London based charity which offers support to women who have been faced with a pregnancy crisis. By offering counselling and other key support services to women in all types of difficult situations, Choices provide a much needed lifeline to those in need.

The Challenge:

  • Reporting on survey feedback and data relating to support and counselling services
  • Disconnected approach to tracking client evaluations
  • Salesforce training and staff adoption

The Solution:

  • Revamped Salesforce data model to support end of financial year reporting
  • Custom fields to support monthly client evaluations
  • Integrated Salesforce with Microsoft forms via Power Automate (Microsoft product)

The Results:

  • Accurately report on end of year data to support session attendance
  • Increased adoption of Salesforce from 2 to 10 Users
  • Clear distinction in services offered to customers
Call us on+44 (0) 208 144 0354