CASE STUDY

The Clearity Foundation

A nonprofit providing support to patients, families, and caregivers on the ovarian cancer journey hired TGR to coordinate the implementation of SalesForce CRM to gain a 360-degree view of participants, donors, and their relationships.

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INDUSTRY

Non-Profit | Foundation | Healthcare

ANNUAL REVENUE

$5M

COMPANY SIZE

20

KEY ACTIONS TAKEN

  • Planned and deployed Salesforce CRM, Pardot, Form Assembly, and Salesforce Shield
  • Integrated process documents and workflows for participants and donors
  • Cleaned and migrated data from 3 systems
  • Trained staff on the new systems
  • Developed a go-forward plan

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. friction internally by aligning on the needs of the organization between departments

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