CASE STUDY

Promises2Kids

A nonprofit organization originally founded 40 years ago as the Child Abuse Prevention Foundation of San Diego County, sought to improve its services, marketing outreach and Program transparency by implementing Salesforce CRM and connecting the information with other platforms.

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INDUSTRY

Non-Profit | Foundation

ANNUAL REVENUE

$10M

COMPANY SIZE

70

KEY ACTIONS TAKEN

  • Planned and deployed Salesforce CRM and Pardot integration
  • Integrated process documents and workflows for participants and donors
  • Cleaned and migrated data from 3 systems
  • Coordinate vendor activities for delivery of new systems, data migration, and vendor-provided training
  • Trained staff on the new systems and monitored adoption

PROJECT OUTCOMES

  • Achieved a 360-degree view of participants, donors, and their relationships
  • Improved data management and reporting
  • Streamlined processes and workflows
  • Increased staff efficiency and productivity
  • Reduced internal friction by aligning the needs of the organization between departments

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