YouthBuild
Salesforce implementation
YouthBuild partners with young people to build the skillsets and mindsets that lead to lifelong learning, livelihood, and leadership. At more than 275 YouthBuild programs across the United States and around the world, students reclaim their education, gain job skills, and become leaders in their communities.
Challenge: Moving to more customizable and integrated systems
YouthBuild needed their CRM system to support the organization’s robust network of partners, which sponsor and manage YouthBuild programs throughout the world. With CRM software that was difficult to customize, plus additional technology that lacked integration and created data silos, the YouthBuild team wanted more integrated technology with Salesforce at its core.
The organization sought a technology partner with extensive knowledge of Salesforce that would also work closely with them to implement each solution in a thoughtful, purposeful way.
Solution: Implementation of multiple systems with NPSP
Heller Consulting worked with YouthBuild to implement multiple new solutions centered on Salesforce NPSP.
Salesforce NPSP implementation
The Heller team helped YouthBuild move from CiviCRM to Salesforce NPSP, configuring NPSP to support YouthBuild’s fundraising and CRM needs. As part of this implementation, the Heller team also implemented Formstack for Salesforce, which integrates with Salesforce NPSP; the Heller team created an initial form and showed YouthBuild how to create additional forms so they could easily build forms in the future as needed.
Program Management implementation
Working closely with YouthBuild, the Heller team implemented the Salesforce Program Management module, customizing it extensively to align with and support the organization’s complex global partner network and programs.
Marketing Cloud Account Engagement
The Heller team implemented Marketing Cloud Account Engagement (formerly called Pardot), a marketing automation tool in the Salesforce ecosystem. The implementation included the creation of custom fields to help YouthBuild segment audiences and build lists for targeted email campaigns and other marketing communications.
Result: Integrated technology that aligns with org goals
Ready to Get Started?
If you’re a nonprofit organization or education institution and you need help with your technology project, get in touch!