Case Studies

Making software work the way you do since 2003.

Zeta Phi Beta Sorority, Inc. Streamlines Workflow with Salesforce Integration

Zeta Phi Beta Sorority, Inc. is a historically African American sorority founded in 1920 with a mission to promote the ideas of service, charity, scholarship, civil and cultural endeavors, sisterhood, and finer womanhood. With over 125,000 members and more than 800 chapters worldwide (and growing,) they needed to streamline their new member process in Salesforce to eliminate human error and save time. After working with several other developers, they still felt as if there was more they could do with Salesforce. They were referred to DB Services by another organization, and the team at DB Services got to work building a custom workflow that saved Zeta Phi Beta precious time and resources, allowing them to focus on continuing the impact of their organization.

The Challenge

Zeta Phi Beta was looking for a way to automate and streamline their data flow in their new member process. Multiple people in their organization were spending several hours a week going through forms and sending them to the proper places, which increased the likelihood of human error and took up valuable time. 

The Solution

DB Services created a custom workflow that allowed chapter leaders to enter in new member data that automatically flowed to the proper recipients. Once the new member was approved, that data flowed back to the chapter leader to request materials for the new member and was then sent back to international headquarters to fulfill the order. The order is then automatically sent to fulfillment with a custom integration. 

The Results

Zeta Phi Beta now has an optimized Salesforce solution that streamlines their processes into a simple workflow that’s easy to use. This new workflow saves their employees more than 10 hours every week, not including the time they used to spend correcting errors. With all the time and resources saved, they are excited to begin thinking about further improvements that can be made to their Salesforce system. 

Have an existing Salesforce solution that's not optimized for your unique business needs?
Let's collaborate on a solution together!