Problem:
Postpartum Support International (PSI) is a global nonprofit providing a 24-hour support hotline for families experiencing perinatal mood disorders.
As a long-term Salesforce customer, PSI faced rigid reporting and manual bottlenecks. Out-of-the-box reports required hours of monthly validation, and any changes to picklist values or business rules created additional manual work. With government oversight on system changes, PSI needed a trusted partner to maintain uninterrupted operations while providing more flexible, scalable analytics.
What We Did:
Vectr Solutions partnered with PSI to provide long-term Managed Services, evolving from initial implementation to ongoing support for their Salesforce environment.
Key Capabilities Included:
- Implemented CRM Analytics (CRMA) dashboards to replace static reports
- Built dynamic filters to automatically update dashboards as values or logic changed
- Ensured reliable data flow from the hotline into Salesforce to support reporting and analytics
- Provided access to a specialized resource pool, allowing PSI to scale expertise on demand without additional hires
- Delivered ongoing governance and support for system changes in a government-regulated environment
Outcomes:
The combination of CRM Analytics and Vectr’s Managed Services dramatically reduced manual work while improving operational visibility and stability. PSI can now focus on supporting families rather than managing reports.
- 90% reduction in monthly reporting effort, from 10–15 hours to 1 hour
- Automated dashboards eliminate repetitive manual maintenance
- Reliable reporting visibility for 24/7 hotline activity as new data sources are introduced
- Improved data visibility for decision-making and operational oversight
- A scalable, long-term Salesforce support model that grows with PSI’s needs
