The Challenge

They wished to work with a partner to help implement Salesforce as an organisational central system to replace various other sources being used.

In turn, this system would help various teams with work undertaken: executive, youth champions, youth board, trustees, remote volunteers etc.

Project Aims

  • To implement Salesforce system to enable HMDT to function effectively
  • Transfer existing data
  • To be able to collect, store, analyse and visualize data and report from various sources for specific projects, staff, funding & reporting requirements
  • To be advised on assessing data and the taking care of the quality and accuracy of the available data
  • Helping query the data, perform analyses and present findings in a clear and understandable language
  • Train and support staff on the new system
  • Long term maintenance of system and ongoing support

The Solution

  • Installation and set up the Nonprofit Starter Pack (NPSP)
  • Set up of MailChimp for mass emailing
  • Use of Salesforce ‘campaigns’ to record national and local events, which is integrated with Eventbrite
  • Management of case studies at no extra development cost
  • Website integration for forms – Activity Pack orders, event registration and e-newsletter sign up
  • Data migration – ‘Extract, Transform and Load’ into Salesforce
  • A couple of days dedicated to training users