Korean Community Center of the East Bay (KCCEB) wanted to support new fundraising strategies and work more efficiently by consolidating their customer relationship management (CRM) processes in Salesforce.
The Heller Consulting team collaborated with KCCEB to assess the organization’s technology strategy and develop a clear and phased plan for implementing the solution.
KCCEB has become more strategic and efficient with their fundraising efforts and constituent interactions, and now has a stronger technology foundation for future growth.
Challenge: Confirming and implementing a strategic technology path
Understanding the transformative role that technology can play in managing workflows, providing constituent value, and putting new fundraising strategies to work, KCCEB wanted to establish a framework for individual fundraising and consolidate all operational CRM processes in Salesforce. The KCCEB team sought to confirm that their technology direction aligned with their organization’s goals and develop a technology strategy for implementing and using Salesforce optimally.
Solution: A strategic technology assessment, implementation plan, and support
Heller Consulting provided KCCEB with a strategic assessment to confirm that Salesforce would meet their needs. Once verifying the technology strategy, the Heller team also worked with KCCEB to deliver an efficient implementation plan, implement the solution, and then provide ongoing support.
Discovery, Assessment, and Gap Analysis – The Heller team worked closely with stakeholders across KCCEB to fully understand their priorities – including how the organization currently performs day-to-day work and how the team hopes to work in the future. Heller Consulting then confirmed that KCCEB’s strategy with Salesforce would meet the organization’s needs and built a gap analysis to shed light on areas that future technology would need to support.
Implementation Plan – Collaborating with KCCEB staff, the Heller team developed a clear and phased implementation plan that aligned with KCCEB’s timeline and budget and addressed the organization’s short-term and long-term goals. The plan included the duration of each activity, expected costs, the impact on various departments, and system design considerations.
Implementation – The Heller team implemented Salesforce solutions, tailoring them to meet KCCEB’s specific needs. Throughout the phased implementation process, Heller Consulting provided weekly status reports to keep the KCCEB team updated and help ensure the project came in on time and within budget.
Ongoing support – Once the new implementation of Salesforce was in place, KCCEB turned to Heller Consulting for ongoing support, which included help with data integration and data cleanup in Salesforce.
Result: Confidence in technology strategy and a successful implementation
With their CRM processes consolidated in Salesforce, the KCCEB team has become more strategic and efficient with their fundraising efforts and constituent interactions. In addition, the organization has a stronger technology foundation for future growth.