We have been extremely fortunate to work with some great clients, and solve some tough but ultimately rewarding challenges. Implementing a CRM is often a overwhelming task for many but if you work with the right team, it becomes a less stressful process. Ultimately, the goal is to create a smooth transition that keeps sensitive data while providing some much-needed automated support via the CRM.

One example of a successful transition is our work with the nonprofit Rise Above COLORADO Focused on preventing drug use in teens, Rise Above COLORADO had a substantial network of contacts that needed to be maintained. Unfortunately, the database they used to store contacts for fundraising become unavailable. This meant that they needed find a new home for their data without losing anything important in the process. Rise Above COLORADO did their research though, and learned about Salesforce and its Nonprofit Success Pack (NPSP). Through the Salesforce Foundation, nonprofit organizations are able to use Salesforce for free and can allocate up to ten users. This was a great option and Rise Above COLORADO quickly took advantage of the opportunity.

Sounds easy enough, right? There was a new database now, so crisis averted!

Unfortunately, that was not quite the case. There was also the critical issue of getting all of their important, historical data into Salesforce. This included previous years’ donations, as well as all of the teachers and teens they had been working with thus far. This is when they contacted and ultimately engaged us. We helped them migrate all their data into Salesforce, but that’s not all. Since Rise Above is such a strategic organization, they work hard to cultivate strong relationships with both teachers and other members of the community that are in contact with teens on a regular basis. They also produce content, both video and web, that aims to foster engagement in teens while still providing relevancy. They also work with teens to produce content to disseminate to the community. And once that’s done, they spread the word to teachers and others who work with teens.

How did they do this all before Salesforce?

Previously, when someone signed up to their website, a staff member would receive an email. She would reply to each person with a thank you note, and provide information about additional resources.

But what about after Salesforce?

This process is far more streamlined. We used web-to-lead forms in their web sites. Now, if a teacher uses their videos, the contact information goes straight to their Salesforce database. An email is sent out right away with a thank you note, as well as additional resources available.But you might be thinking, “What if the same teacher uses their videos with different classes? Do they get the same teacher to show up multiple times?” The short answer: No. We have custom code that identifies duplicate emails before adding them to the database.

What’s their outreach like now?

Before, the same staff member would reach out to teachers a few times a year (usually during the beginning of the school year, or after winter break). This staff member would email the teachers who signed up to remind them of their resources. There was a considerable amount of manual work that went into managing contacts and emails. Now, they are able to accomplish everything automatically in Salesforce. Since we segmented their database, it is easy to identify all the database members who will benefit from learning more about Rise Above COLORADO’s resources. Since Salesforce has a mass email feature, it makes identifying potential opportunities for outreach far easier as well as streamlining the email process. As a result, Rise Above COLORADO is reaching a greater number of teachers more consistently. This has lead to an increase of 149% in the number of students being reached through Rise Above COLORADO a year after implementing Salesforce. And that is not even all! We have also helped Rise Above COLORADO with:

  • Reports and Dashboards: This demonstrates how their resources are being used.
  • App customization:  They can now track activities of the organization for reporting purposes.
  • Salesforce and Eventbrite integration: Managing events has never been smoother.

This is just one example of what we are able to accomplish, and we thrive on helping organizations succeed. Are you working with a nonprofit who is struggling to manage their resources? We can help!

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