Walk with a Doc
Walk with a Doc, a Columbus, Ohio based non-profit, Salesforce CRM NPSP implementation
Walk with a Doc, a Columbus, Ohio based non-profit, Salesforce CRM NPSP implementation
About the Client
Problem
Walk with a Doc had outgrown the collection of spreadsheets they were using to manage the recruiting, onboarding and renewals of chapters all over the world. Office staff was struggling to complete all of their work in a timely fashion and important tasks were getting lost in the system. A lack of visibility and transparency into their processes was making management and oversight difficult. Staff was stressed out worrying that important tasks were being overlooked.
Solution
Summit Technologies implemented a Salesforce Non-Profit Success Pack (NPSP) solution for WWAD to consolidate information from nearly a dozen spreadsheets into a single CRM solution.
Custom sales processes and opportunity stages were set up to track the recruitment and onboarding of new chapters. Formulas and roll-ups on the Account object make it simple to see the status of a given chapter.
Reports and dashboards were created to track chapters through the recruiting and onboarding processes, as well as renewals. Engagement Plans were leveraged to create a series of follow-up tasks, and reports and dashboards promote accountability among the staff by giving management visibility into the process.
WWAD staff were trained in using the new solution both from a desktop and a mobile device to look up information and record their activities. They were also trained on how to administer their new solution and create reports and dashboards.
Result
Retiring their spreadsheet solution has allowed WWAD to focus on growing the number of chapters world-wide at a faster pace, without having to add staff.
Management has unprecedented oversight over their processes, and the overall stress level in the office is reduced as staff has assurance that nothing is falling through the cracks.
Board members are better informed than ever with access to statistics and metrics that give a succinct overview of the non-profit.
With chapter recruiting, onboarding and retention issues addressed, WWAD now has more time to devote to fundraising.
In Our Client's Words...
