Climate KIC

Increased efficiency and user satisfaction made Climate KIC keep the two Salesforce instances as both now meet the organisation's business needs.

Go Live Date
3rd March 2025
Important links:
https://www.climatekicfoundation.org/

About Climate KIC

Climate KIC is Europe’s leading climate innovation agency and community. They are here to help create climate-resilient societies and fight the climate breakdown, building better futures for local communities, globally.

Working hand-in-hand with countries, regions, cities and businesses across the globe, they use innovation to mobilise systems change and bridge the gap between climate commitments and current reality. Together with partners, they orchestrate solutions and facilitate learning to fuel faster and more ambitious climate action.

You can find out more about Climate KIC: here

 

The Challenge

  • Due to the broad scope of community engagement, grant activities, and income management, Climate KIC ended up operating two separate Salesforce instances.
  • Climate KIC chose Giveclarity as a Salesforce Partner tasking us to merge the two systems.
  • Given the minimal overlap between the two systems, however, during the course of the project it became evident that a direct merge was not the best solution.
  • To help the client achieve its initial goals of user satisfaction and improved business processes, Giveclarity advised them to focus on ensuring the two Salesforce orgs meet the users needs.

The Solution

  • User satisfaction was achieved by re-configuring the business processes inside Salesforce and with the help of training and change management methods, including:
  • User Show & Tells: in groups and one-to-one with key users
  • User documentation and short training videos for each of the business groups
  • Creation of scenario-based exercises for each user group
  • Office hours: weekly open session as a safe space to address questions and provide additional training
  • Regular meetings with key users and hand-over to the new admins

 

The Results:

Our Salesforce enhancements have delivered measurable improvements:

  • Increased User Adoption: Optimised pages designed for different user groups have boosted engagement and encouraged users to get more involved.
  • Time-Saving Efficiency: Consolidated pages, improved search functionality, and duplicate prevention have significantly reduced time spent managing relationship data and eliminating duplicates.
  • Improved Reporting: Better income stream reporting

What Users Are Saying:

“The system is much more intuitive, easier to use, and richer in terms of information.”

Watch the webinar here where Marcus shares his inspiring journey with Salesforce and the insights he’s gained along the way.

Go Live Date
3rd March 2025
Important links:
https://www.climatekicfoundation.org/

The Head of Digital Transformation.

Marcus Chiri

“Giveclarity is, by a wide margin, the best Salesforce consultancy I've ever worked with. The consultant Astrid Feige was excellent. She really 1) understands and 2) solves your problems.”

Like what you see?

We'd love to speak with you about our award-winning solutions!

Get in touch

Lead Consultant Giveclarity

Astrid Feige

“It was a joy 😊 The whole project team at C-KIC was very engaged and a joy to work with from the beginning. Each department had ‘key users’ who got more and more involved as the system changed to match their needs. We built a solid foundation that is not only user-friendly but also allows consolidated reporting and segmentation."

The Head of Digital Transformation.

Marcus Chiri

“Giveclarity is, by a wide margin, the best Salesforce consultancy I've ever worked with. The consultant Astrid Feige was excellent. She really 1) understands and 2) solves your problems.”

Like what you see?

We'd love to speak with you about our award-winning solutions!

Get in touch
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