Member Management : Custom Build Out, Salesforce Automation and Enhancements

roper_center_iconThe Roper Center for Public Opinion Research, located at Cornell University, is one of the world’s leading archives of social science data, specializing in data from public opinion surveys.

The Center’s mission is to collect, preserve, and disseminate public opinion data; to serve as a resource to help improve the practice of survey research; so naturally, each project the Center takes is a large undertaking with very specific parameters – this is where DaizyLogik came in. We were originally contracted by Cornell to assist in making the key processes more efficient – notably managing members who subscribe to the resources the Roper Center provides, and data providers who provide the data the Roper Center makes available [original case study, here]. They had acquired Salesforce but sought assistance getting it up and running and getting their data into the system. They were starting their implementation to Salesforce from scratch; specifically, a system to manage membership and data contributions to their system, not donors. So, we implemented data management and training for their complex organization database and member management.

Nearly two years later, the Center returned to DaizyLogik to build on the original foundation, this time focusing on automation and reporting. Our team added enhancements to their Salesforce database to support the type of reporting they were looking for, as well as implemented workflows for automating their membership business processes. For this, DaizyLogik took full advantage of Process Builders and the new enhanced Lightning reports and dashboards. Full staff training was necessary so that each department was well versed to perform day-to-day tasks such as building reports and dashboards, and changing email templates.

The theme for this iteration was to…


The DaizyLogik team aided through identifying main pain points the Roper Center team was having, and addressing them one by one. In one specific case, our team helped the organization build out a report that saved one staff member 39 hours of work!

But don’t take our word for it, Alexis Bortle, Membership Coordinator at the Roper Center for Public Opinion Research Cornell University answered a client survey question that speaks for itself.


How was your experience working with the DaizyLogik team?

Note: The DaizyLogik team did the original build out and in this latest automation project, built out custom enhancements to your Salesforce database to support the type of reporting the Cornell University Roper Center required.


Working with Nineta at DaizyLogik on our recent Salesforce updates was an easy and pleasant experience. She took our original ideas about system automation and report generation based on our data and made better sense of our thoughts than even we could. She organized every topic in a Basecamp site for us with easy to follow work sprints.

During our phone conversations, we understood from each other what was needed and what enhancements would work best for the organization of our nonprofit business.


A great success!