The challenge
The Cámara Empresarial de Maldonado, the business chamber of Maldonado, Uruguay, keeps growing: more members, more partner agreements, more events and training sessions. With that growth came a natural need: a CRM that would bring together, in one place, all the information that until then was handled across different channels.
The goal? Digitize the management of members, agreements and events, and simplify key processes such as membership applications and communication with members.
What we did
We implemented Salesforce Sales Cloud as the center of the Chamber's operations. Today, from a single place, the team can:
- Receive and approve membership applications digitally.
- See the complete profile of each member company.
- Manage partner agreements and requests to use member benefits.
- Organize events and training sessions, and measure participant satisfaction.
- Book meeting rooms with control over schedules, equipment and payments.
- See a member's account balance in real time, thanks to an integration with FacturApp.
- Chat with members over WhatsApp directly from the CRM.
- Track their main indicators on up-to-date dashboards.
Why Salesforce Sales Cloud?
Although it is usually associated with sales teams, its flexibility makes it a fit for any organization that works with members, partners or affiliates. At the Chamber we use it to manage the full member lifecycle: from the membership application to event participation and the use of benefits. And because it runs in the cloud, the team can work from anywhere, and the solution can grow with the institution.
How we did it
We started by understanding how the Chamber works day to day, and designed each process together with the team. That is how we arrived at a solution tailored to the institution. At the end, we delivered training and complete manuals so the team can work with full autonomy.
The result
Fewer manual tasks, information that is organized and traceable, and real-time indicators for better decisions.
A foundation to keep growing
With Salesforce up and running, the Cámara Empresarial de Maldonado now has a solid foundation for what comes next: segmented communications, more automation and new tools to support its members.
We would especially like to thank Aimara Fariña, the Chamber's manager, and her entire team for their trust and commitment throughout the project. Their active participation was key to building a solution that truly fits the way they work.
At Zarasa we support organizations in Uruguay, Central America and the United States on their digital transformation with Salesforce solutions built to measure. If your institution is ready for a similar step, get in touch and let's talk.
Frequently asked questions
What does the Cámara Empresarial de Maldonado manage with Salesforce?
The full member lifecycle: membership applications, each member company's profile, partner agreements and benefit requests, events and training, room bookings, real-time account balances, WhatsApp conversations and indicator dashboards, all from Salesforce Sales Cloud.
Why was Sales Cloud chosen for a business chamber rather than a sales team?
Because its flexibility makes it a fit for any organization that works with members, partners or affiliates. It was configured to manage the full member lifecycle, from the application to event participation and the use of benefits.
How were payments and invoicing integrated?
Through an integration with FacturApp, which lets the team see each member's account balance in real time from the CRM.
How did the Chamber's team take part in the implementation?
The project started by understanding how the Chamber works day to day, and each process was designed together with the team. At the end, training and complete manuals were delivered so the team can work autonomously.
Does Zarasa implement Salesforce for other organizations in Uruguay?
Yes. Zarasa supports organizations in Uruguay, Central America and the United States with tailored Salesforce implementations, from its office in Montevideo.