Case Study
Modernising Salesforce for a UK Leadership Non‑ProfitA UK-based leadership development non-profit (a charitable trust) engaged us for a 5-month Salesforce transformation.
The organisation delivers senior-level cross-sector leadership programmes and relies on Salesforce as its CRM.
However, their Salesforce setup was dated and misaligned with current needs. Key data and processes were siloed, and staff found it hard to get a unified view of participants and operations.
Leadership wanted to modernise their systems to improve efficiency and data insight while staying within a limited budget and timeframe.
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This project showcases how a results-driven approach can revitalise a non-profit’s Salesforce org. With modernised technology and integrated systems, the organisation can now manage its programmes more efficiently and effectively.
The Challenge
Outdated Salesforce org
Disparate systems
Strategic platform indecision
Resource constraints
The Solution
Comprehensive Salesforce assessment
Strategy-driven platform selection
Agile and collaborative execution
Knowledge transfer and hiring support
The Outcomes
Document creation time reduced by over 85%
Integrated data and single source of truth
Streamlined workflows and productivity gains
Better decision-making
Empowered in-house team
On-time, on-budget delivery
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