CRM Implementation Case Study: Humane Society Silicon Valley

In 2018, HSSV Chief of Operations Joanne Jacobs was tasked with upgrading the organization’s operations and technology. She quickly recognized that HSSV’s existing customer relationship management (CRM) and online marketing solutions could not keep pace with the organization’s long-term goals for constituent engagement and growth.

The Heller team worked with HSSV to plan, select, and implement the following technology ecosystem to meet HSSV’s long-term  goals:

  • Salesforce Nonprofit Success Pack as the core CRM platform for the technology ecosystem
  • Springboard digital engagement software for online fundraising, event management, and other online revenue-generation activities
  • Pardot marketing automation software for streamlining marketing and fundraising communications and processes
  • Integration with other tools in HSSV’s technology ecosystem, including WordPress for the organization’s website and tools for volunteer and shelter management
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