30% Sales Growth for a US Non-profit Finance Cooperative Through Salesforce Automation

Industry: Banking and Financial Services | Services: Automation, Digital Consulting, Digital Engineering Services, Enterprise Packaged Applications

Client Overview

Our client is a non-profit finance cooperative serving more than 1,000 member-owners across 48 states in the United States. Dedicated to delivering financial expertise and operational agility, the cooperative faced challenges maintaining flexibility and responsiveness as demand for faster, technology-driven services grew.

The Challenge

Transforming Manual Sales Processes into Agile Operations

The cooperative’s sales processes were highly manual and inefficient, making it difficult for the organization to respond quickly to customer needs. Lengthy sales cycles slowed revenue generation and weakened the customer experience. Additionally, their testing and quality assurance operations lacked structure, making compliance with stringent audit standards increasingly difficult.

The organization required a modern, automated system to streamline its sales process, enhance testing accuracy, and improve compliance without increasing operational overhead.

Sutherland Solution

Automation-Driven Salesforce Optimization

Sutherland partnered with the cooperative to design and deploy a tailored Salesforce automation strategy that unified sSales, sService, and mMarketing cCloud operations. Our goal was to create an integrated, flexible system that could scale with the cooperative’s growth.

We implemented Sutherland CloudTestr, a scriptless test automation solution, to streamline testing across Salesforce applications. This approach reduced manual testing efforts, ensured consistent quality assurance, and improved audit readiness.

Additionally, Sutherland’s reusable automation methodology enabled continuous testing across multiple Salesforce instances, improving efficiency and enabling rapid deployment of updates while maintaining full compliance.

The Outcome

Smarter Automation, Measurable Growth

The automation strategy delivered 30% sales growth, driven by faster lead conversion and improved sales cycle efficiency. Rigorous automated testing and process integration also ensured 100% compliance with audit requirements.

By transforming manual workflows into agile, automated processes, Sutherland empowered the client to operate with greater flexibility, accuracy, and speed. Today, the cooperative continues to leverage its Salesforce automation framework to scale operations and enhance member satisfaction.