SOLVD BLOG

Streamlining Operations for Intentional Life Media: A Success Story with SOLVD

In the fast-paced world of media and entertainment, efficiency is key. For Intentional Life Media, an organization inspiring Christ-centered living through uplifting music and meaningful connections, operational inefficiencies threatened to overshadow its mission. With a complex process for donor communication and outdated systems creating hurdles, Intentional Life Media needed a solution to realign its operations with its vision.

SOLVD stepped in to help—transforming challenges into streamlined solutions.

Labor-Intensive and Error-Prone Processes

As a non-profit organization, Intentional Life Media needed to comply with IRS regulations for charitable giving. This involved ensuring donors were informed of tax-deductible amounts and sending paper receipts for donations made via cash or check. However, their existing workflow posed significant challenges:

  • Manual Receipt Processing: Weekly tasks involved multiple steps, consuming valuable time and resources.
  • Error-Prone Operations: Manual input left room for mistakes, potentially affecting compliance and donor satisfaction.
  • Technical Debt: Outdated and unused managed packages created system inefficiencies and unnecessary complexity.

These issues not only strained internal resources but also hindered the organization’s ability to focus on its mission of spiritual guidance and growth.

Automated Processes with Salesforce Sales Cloud

SOLVD partnered with Intentional Life Media to design a tailored solution leveraging Salesforce Sales Cloud. By automating processes and addressing technical debt, SOLVD transformed their operations. Key initiatives included:

  1. Automated Tax Acknowledgments: SOLVD developed a streamlined process requiring minimal inputs just 3–4 steps to automatically generate personalized acknowledgment records. These records included customized PDFs ready for printing and distribution.
  2. Weekly Receipt Automation: To eliminate manual errors, SOLVD introduced a scheduled automation that generates weekly donation receipts in bulk, significantly reducing the time and effort involved.
  3. Technical Debt Reduction: SOLVD carefully removed outdated components, reducing system complexity and improving overall performance.

Time Savings and Enhanced Compliance

Intentional Life Media experienced dramatic improvements thanks to SOLVD’s intervention:

  • Time Efficiency: Automation drastically reduced the time spent on weekly tasks, freeing up resources for other priorities.
  • Error Elimination: Automated workflows ensured accuracy and compliance, building trust with donors and stakeholders.
  • Simplified Systems: Removing technical debt streamlined operations, making the platform easier to use and maintain.

A Transformed Experience

Mack Piotrowski, CEO and Treasurer of Intentional Life Media, reflected on the impact of SOLVD’s work:

“Ben and the team are very responsive to our needs and timelines. Ben communicates effectively and clearly when determining the scope of work. Our Salesforce is light years ahead of where it was a few short months ago. Great job!”

This feedback highlights SOLVD’s commitment to delivering transformative results tailored to client needs.

A Partnership for Growth

The collaboration between SOLVD and Intentional Life Media is a powerful example of how technology can align operations with purpose. By addressing operational inefficiencies with precision and care, SOLVD didn’t just solve existing problems—we equipped Intentional Life Media with the tools to thrive and grow.

If your organization faces similar challenges, SOLVD’s expertise in creating scalable solutions can help you unlock new possibilities. Discover how our services can empower your team and amplify your mission.

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Testimonials

Our clients say

From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!

Veronica Wong Director of Operations at Pathstream

SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.

Matt Benzaquen Sr Manager, Sales Strategy at Instabug

As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.

Tim Tuttle CFO at Relevate Health Group

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