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Empowering a Non-Profit With Scalable Digital Engagement and Insight

Impact Delivered

  • 100% Increase in managing relationships within its network
  • 100% Increase in transparency between them and their partners
  • 75% Increase in opportunity management and engagement
  • The Customer

    The Customer

    The customer is a non-profit foundation with a mission to drive large-scale change by investing in, connecting, and celebrating social entrepreneurs and other innovators dedicated to solving the world’s most pressing problems.

  • The Challenge

    The Challenge

    3D-Priniting-Challenges-Img.jpg


    A California-based non-profit foundation 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.

  • The Solution

    The Solution

    • 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.
  • Solution Components

    Solution Components

    Salesforce Communities, Salesforce Lightning

  • The Results

    The Results

    • The non-profit foundation 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)

Impact Delivered

  • 100% Increase in managing relationships within its network
  • 100% Increase in transparency between them and their partners
  • 75% Increase in opportunity management and engagement

The Customer

The customer is a non-profit foundation with a mission to drive large-scale change by investing in, connecting, and celebrating social entrepreneurs and other innovators dedicated to solving the world’s most pressing problems.

The Challenge

3D-Priniting-Challenges-Img.jpg


A California-based non-profit foundation 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.

The Solution

  • 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.

Solution Components

Salesforce Communities, Salesforce Lightning

The Results

  • The non-profit foundation 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)
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