Case Study: JDRF

With a national office and 110 chapters and branches, JDRF had dozens of disparate technology systems — including spreadsheets, databases, and online marketing tools.

After multiple attempts to implement CRM were unsuccessful, JDRF turned to Heller Consulting to lead system design, configuration and the overall project. The Heller team helped JDRF:

  • Create a CRM strategy and system design to get the project back on track
  • Extend their use of Salesforce.com beyond fundraising to program management, volunteer management, and more
  • Created documentation and training materials and provide ongoing services when JDRF needs an extra hand with training, project management, and system administration

Download the case study now to read more about how JDRF and Heller worked together to successfully implement an organizational CRM and how it impacted the organization.

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