Success Story

A central database for the You Foundation

Ein afrikanisches Mädchen schaut in die Kamera und lächelt

Overview in 30 seconds

Information

About the project

By implementing the Sales Cloud, we created a central system with a uniform data structure and automated processes for transparent donation management.

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Requirements

  • Maximize transparency of all projects and donations

  • Development of a new, uniform data structure

  • Transition from local, decentralized data storage to cloud-based platform


Stern

Customer benefits

  • Save time: work on the same projects at the same time and from anywhere

  • Increase efficiency: view reporting, data, and financials directly in Salesforce

About the project

Why Salesforce & Salesfive

The YOU Foundation - Education for Children in Need, an initiative of UNESCO Special Ambassador Dr. h.c. Ute-Henriette Ohoven, is committed to education for the poorest of the poor worldwide.


To be able to collaborate better, ensure more transparency and better manage donors and projects, the foundation chose Salesforce and Salesfive. We supported the organization with our consulting and implementation services free of charge, of course.

Eine afrikanische Mutter in traditioneller Kleidung hält ein Kind und lächelt

Salesforce by Salesfive: Our solution

  • Implementation of the Sales Cloud

  • Establishment of a uniform data structure

  • Process consulting for the definition of new TARGET processes

  • Transformation from on-premises to the cloud

The advantages for the You Foundation:

  • Mapping of the entire donation management, cooperations, campaigns and projects of the YOU Foundation in one system

  • Reduction of manually recurring tasks through automations in Salesforce

That's what Claudia Jerger says:

We are extremely satisfied with the project result and Salesfive as a strategic partner. The collaboration went smoothly and due to the technical expertise of the project team, each of our concerns could be addressed in detail.

Success stories start at this point

You want to build on the success of You Foundation? Then let's talk!