A central database for the You Foundation
Overview in 30 seconds
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.
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
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
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.
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!