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Pancreatic Cancer Action Network

Salesforce Nonprofit Cloud Implementation

The mission of the Pancreatic Cancer Action Network (PanCAN) is to take bold action to improve the lives of everyone impacted by pancreatic cancer by advancing scientific research, building community, sharing knowledge, and advocating for patients.

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Challenge: Healthcare databases siloed from core CRM

PanCAN’s initial Salesforce setup was not able to easily manage the organization’s clinical trials finder and physicians database.

Technology leaders wanted to streamline, centralize, and automate processes to cut down on manual staff efforts. At the same time, they determined that any new system needed to be flexible and robust enough to meet the org’s future needs.

Solution: A new Salesforce capability was a perfect fit

PanCAN worked with Heller Consulting to evaluate the organization’s goals and develop a technology strategy that would support those goals today and take the organization well into the future. This strategic technology planning and selection process revealed the Salesforce platform as an ideal fit for PanCAN’s needs. Given its focus on UX for internal case managers and the need to manage multiple data sources to effectively match patients with doctors and clinical trials, the Person Accounts model, which is core to the new Salesforce Nonprofit Cloud, was an ideal solution. The timing meant that PanCAN could take advantage of the latest capabilities available from Salesforce and have the flexibility to adopt other functionality that the platform continues to roll out in the Nonprofit Cloud. With a clear technology plan in place, the org moved forward confidently, partnering with Heller to implement the new system.

Result: Tailored UI and workflows offer speed and flexibility

Ready to Get Started?

If you’re a nonprofit organization or education institution and you need help with your technology project, get in touch!

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Author

  • A woman with curly brown hair and glasses smiles at the camera. She is wearing a mustard yellow jacket over a black top, standing in front of a dark gray background.
    Director of Marketing

    Lyndal has worked at the intersection of nonprofits and technology for most of her career, building strategic marketing programs and managing data-driven campaigns at the San Francisco AIDS Foundation, Nonprofit Technology Network, InfluxData, and others. She leads Heller’s marketing efforts and is excited to position Team Heller as the partner of choice for nonprofit and education advancement leaders. When not at her desk, Lyndal is usually on a hiking trail or listening to a podcast about star stuff.

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