The challenge
ORCID, an international, interdisciplinary nonprofit created by the research community, needed to optimize and scale its Salesforce Sales Cloud platform. The organization's Consortium Membership volume was growing quickly and its existing systems weren't built to keep pace.
That growth exposed real gaps. ORCID lacked visibility into product adoption, sales operations and its membership base, which made accurate reporting difficult and slowed growth. Its tech stack leaned heavily on custom code and third-party tools, adding inefficiency to already complex membership management processes. On top of that, manual work, extensive cross-checks and spot checks made day-to-day member management slow and prone to error.
The TELUS Digital solution
TELUS Digital standardized ORCID's Salesforce Sales Cloud functionality, upgraded the org to Salesforce Flow and shifted key processes to declarative configuration.
The engagement included:
- Migrating ORCID to standard Salesforce Products and Price Books
- Replacing custom code with Flow automations, including moving key fields into Flow
- Updating and enhancing the Member Selector, a custom component used by staff
- Automating ORCID's lost-renewal processes
The result
With a standardized, automation-first Salesforce foundation in place, ORCID moved away from custom code and manual workarounds toward a system built to scale. Notable improvements include:
- Enhanced efficiency for staff and members
- Reduced technical debt across the Salesforce org
- Increased system scalability to support future growth
- Enhanced system flexibility for evolving membership needs
