BILD
Bild needed a new solution to them be more effiecent, this is their Salesforce story.
"Hyphen8 understood exactly what we needed as a nonprofit—balancing efficiency, flexibility, and impact. Their deep sector knowledge and collaborative approach made our complex transformation feel simple, empowering us to focus more on the people we support."
About Bild.
Bild works with government departments, local authorities, health trusts, and service providers to improve the quality of life for people with disabilities. Their organisational development programmes turn research, policy, and evidence-based practice into practical solutions that enhance support and service delivery.
The Challenge
Bild relied on a bespoke data system alongside multiple disconnected applications, leading to inefficiencies and a lack of visibility. Their membership and subscriptions process was vulnerable to misuse, as applicants could cancel access without payment.
The Workplace Training team managed a complex sales and training process using spreadsheets, Trello boards, and email, requiring heavy manual input and creating risks due to reliance on individual team members. Without real-time reporting, tracking data and making informed decisions was difficult. The system was inflexible and couldn’t adapt to Bild’s evolving needs.
"We needed a system that could bring everything together—managing training, memberships, payments, and events in one place.
The manual work was unsustainable, and we lacked real-time insights."
Pain Points
Bild’s legacy setup relied on multiple tools and manual workflows, creating inefficiencies, data silos, and a lack of visibility across training, memberships, and payments.
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Siloed and Inflexible Data Systems
- Multiple systems made it difficult to access and update key organisational data.
The existing setup lacked real-time reporting and visibility into operations.
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Inefficient Membership and Subscription Management
- Members could cancel their access immediately after downloading materials without paying.
The system lacked self-service options, increasing admin workload.
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Manual and Disconnected Training Process
- Sales and training processes were managed across Excel, Trello, and emails.
No clear way to track applications and progress through different stages.
Heavy manual processing created inefficiencies and continuity risks.
The Solution: A Unified Salesforce Platform
A centralised Salesforce system was implemented, streamlining training, memberships, payments, and event management.
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Salesforce for Training & Sales
Moved the end-to-end training and sales process onto Salesforce using Leads, Opportunities, Pricebooks, and Products.
Created user views to provide a clear overview of records at different stages.
Enabled users to move applications through different stages with an intuitive interface.
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Automated Membership & Subscription Management
- Used Salesforce and FormAssembly to manage membership sign-ups securely.
Introduced password-protected access to materials based on membership level.
Provided the Bild team with self-sufficiency to amend products and pricing easily.
- Used Salesforce and FormAssembly to manage membership sign-ups securely.
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Seamless Payment & Finance Integration
- Developed a batching process to collate scheduled payments for export to the payment provider and Sage accounting system.
Enabled automatic payment status updates to "Paid," reducing manual input and errors.
- Developed a batching process to collate scheduled payments for export to the payment provider and Sage accounting system.
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Event & Email Marketing Integration
- Integrated CVENT with Salesforce for attendee tracking.
Used Mailchimp to send campaign emails directly from Salesforce.
Leveraged Salesforce Campaigns and FormAssembly to manage event attendees and feedback.
The Impact of working with Hyphen8
The Impact
Bild now operates with a 360° view of their data, significantly improving processing times and operational efficiency.
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Team members now have
- Real-time data access – Improved decision-making with reporting and dashboards.
Reduced manual processing – Automated sales and training workflows.
Enhanced financial security – Secure, automated payments and membership management.
- Real-time data access – Improved decision-making with reporting and dashboards.
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Secure information and payments
- Membership fraud risk was reduced with secure document access based on verified payment.
Training applications now progress smoothly through Salesforce.
- Membership fraud risk was reduced with secure document access based on verified payment.
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Payments and Financial Processes:
Payments and financial processes are automated, reducing errors and saving time.
- 360 view of all information to make data-driven decisions on critical areas of their work.
"The system has transformed how we work. We now have visibility, automation, and efficiency across all areas—allowing us to focus on delivering impact."
Making an impact
Bild chose Hyphen8 for their expertise in automating complex processes and integrating multiple systems into one seamless platform.
With a flexible, scalable Salesforce solution, Bild now operates with greater control and insight.
Why Did You Choose Salesforce and Hyphen8?
"Hyphen8 understood exactly what we needed as a nonprofit—balancing efficiency, flexibility, and impact. Their deep sector knowledge and collaborative approach made our complex transformation feel simple, empowering us to focus more on the people we support."
