Impact & Innovation
Empowering Platform Innovation
Our client sought to replace its legacy Association Management System (AMS) with a modern, integrated platform to improve communication, streamline operations, and elevate member services.
Southpoint designed and implemented a Salesforce ecosystem leveraging Sales Cloud and Experience Cloud to unify data, automate workflows, and deliver a seamless digital experience. The solution included secure data migration from proprietary systems, the development of a custom member portal, and the configuration of a scalable CRM that enhances collaboration across teams.
The result is a future-ready digital environment that empowers a not-for-profit education company to deliver data-driven engagement, strengthen operational efficiency, and position its systems for continued innovation through AI and advanced analytics.
Southpoint’s approach included developing a Member portal leveraging Salesforce Experience Cloud.
Valued Client
The Southpoint approach
Modernizing Engagement Through Integration and Insight
To drive digital transformation, Southpoint delivered an integrated Salesforce CRM and Community Cloud solution that unified systems, improved data intelligence, and advanced member collaboration. We connected event management, payment processing, and web platforms into a seamless, secure digital ecosystem.
With predictive analytics, engagement scoring, and interactive dashboards, Exponent Philanthropy gained the ability to anticipate member needs, strengthen retention, and make smarter, data-driven decisions, demonstrating how modern technology can amplify mission impact.
Intelligent Data Migration
Seamlessly migrated and modernized legacy data into Salesforce, ensuring integrity, scalability, and readiness for advanced analytics.
Secure System Integration
Connected Salesforce with PayPal, WordPress, and Docusign to streamline workflows, automate transactions, and enhance digital compliance.
Digital Member Experience
Developed a Salesforce Community Cloud portal delivering real-time access, personalized engagement, and a connected member community.
Impact & Innovation
Innovation is at the core of every Southpoint solution.
Through advanced data integration, cloud transformation, and automation, we help our clients create real impact, driving performance and preparing for the technologies of tomorrow.