A cumbersome data management process stands in the way of providing service
Additional challenges were realized when an employee would leave the organization, as the team would struggle for weeks to discern where the previous employee left off while trying to onboard a new employee. This allowed room for error and potential mentees/mentors to fall through the cracks.
Data management becomes streamlined with increased clarity and accuracy
Through extensive evaluation, the decision was made to build a solution on Salesforce’s Non-Profit Success Pack. The team started by designing a solution on the platform that was flexible enough for continuous growth. The team helped eliminate data silos, as well as clean and import data. Centralizing the data from various user spreadsheets related to mentors, mentees, donors, and volunteers into Salesforce allowed for a single source of truth for donor and volunteer management.
From there, specified record types were created to track mentor and mentee activities, along with workflow automation configuration to set reminders for the organization to follow up with potential grantors in a timely manner. Data access and functionality was secured with a model which allowed for scale and flexibility as the organization continues to grow. With all data now being stored in one centralized location, reporting capabilities have been drastically improved and streamlined.
There is also a newfound ability to log employee activities, allowing the entire team to have transparency and insight into current workloads, next steps, and potential gaps to run their processes more efficiently.
Small team takes back over a year’s worth of employee working hours for increased productivity