Green Doctors London Salesforce Development
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The Challenge 

For 14 years Groundwork London Green Doctors have been helping households in London save money, stay warm and improve energy efficiency at home. In partnership with London Boroughs and Housing Associations they visit residents’ homes to install free energy-saving measures, give advice on bills and provide referrals to further services to improve health and well-being. 

With hundreds of residents visited every month, Green Doctors need a reliable CRM to book and deliver home visits and telephone consultations. Despite the use of other CRM platforms, Green Doctors asked for a more intuitive, secure and reliable application fully compatible with mobile devices. 


The Solutions 

The GDS Team has worked closely with Green Doctors to identify areas of improvement for the current CRM and develop a customised user experience that kept well established workflows, but allowed offline editing, an integrated calendar system and a more engaging experience for Green Doctors and residents alike. Salesforce offered all this. 


The development included: 

  • development (enquiry form and data protection consent) with custom APEX and Visualforce 
  • Workflow design, execution and automation using Lightning components 
  • Fully integrated mobile experience 
  • Offline editing capability when needed 
  • Comprehensive reporting solutions and dashboards 

What’s next 

A fully integrated calendar systeto create and manage bookings, developed with Lightning components. questionnaires with a focus on the creation of an intuitive interface and logic implementation to ensure residents and Green Doctors have the best possible experience 

Groundwork - Geospatial & Data service

Groundwork GDS is part of Groundwork London