Jewish Federations of North America

Discovery Phase:

• Conducted extensive interviews with multiple participating Federations to understand their unique requirements and pain points.
• Collaboratively developed a comprehensive set of shared requirements that would serve as the foundation for the CRM selection process.

Documentation and Prioritization:

• Documented and prioritized the identified requirements to create a clear roadmap for evaluating potential CRM solutions.
• This phase ensured that the selected CRM would align with the specific needs and objectives of JFNA and its Federations.

CRM Solution Analysis:

• Leveraged the documented requirements to analyze potential CRM solutions in the market.
• Applied a systematic approach to assess various platforms based on their ability to meet the outlined criteria.

Demonstrations by Heller Consulting:

• Heller Consulting organized tailored demonstrations for Salesforce and Microsoft, addressing specific use cases critical to federation fundraising.
• These demonstrations provided hands-on insights into how each CRM solution could effectively address the unique challenges faced by the Federations.

Evaluation and Comparative Analysis:

• Conducted a thorough evaluation period, during which JFNA and the participating Federations actively participated in exploring both Salesforce and Microsoft solutions.
• Performed a comparative analysis of the two systems, considering factors such as functionality, ease of use, and scalability.