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Non-profit

A California-based non-profit implemented Salesforce Community Cloud to enhance candidate / awardee communications and manage fundraising events. The application, as originally configured, was not providing the organization the transparency into candidate/awardee activity that was needed, nor was it integrated with multiple external event management applications the company utilized

Solution

Working in partnership with a company that helps non-profit organizations use technology to improve their operations, Cloudjune:

Migrated the organization’s Salesforce applications to the Lightning platform
Created a new Salesforce Communities solution that centralized data, helping the organization staff work from a shared base of knowledge
Implemented an integrated solution to manage event data centrally and share it across disparate event management systems such a Cvent
Implemented award referral, nomination and grants management functionality
Integrated with the organization’s website (WordPress) to handle organization and campaign member management

Benefits/Results

The non-profit has been able to adopt Salesforce as its primary database for managing relationships within its network
Staff members now have a comprehensive view of their network, including sponsored event attendance, referral history, grant history, and meeting notes
Candidate and awardee organizations can now view their profiles through the platform and submit updates as often as they’d like, rather than emailing documents
Cumbersome manual re-entry of information between event management systems has been eliminated (Reduction of 10,000+ man hours annually)
The customized solution for capturing conversations and meetings enables staff members to be aware—in real time—of progress, challenges, and opportunities presented by its network
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