Location Icon User Icon Contact

Success Stories

YOU Donation

30 seconds summary

Short and simple

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

  • Maximize transparency of the processes and improve accessibility to data by use of cloud solutions
  • Increase efficiency: overview of reports, data and financials directly in Salesforce
  • Save time: managing one project simultaneously and from anywhere
  • Digitization of all data: Access to all data, anytime, anywhere

About the project

Why Salesforce
& Salesfive

The YOU Stiftung – 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 work together more efficiently, ensure greater transparency and to manage donors and projects in a better way, the foundation chose Salesforce and Salesfive. Naturally, we supported the organization with our consulting and implementation services free of charge.

The result

Salesforce by
Salesfive

Salesforce for nonprofits: faster, time-saving, more up-to-date.

Our Salesforce 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 advantage for the YOU Foundation

  • Presentation of the entire donation management, cooperations, campaigns and projects of the YOU Foundation in one system
  • Reduction of manually repeating tasks with the help of automations in Salesforce
  • 360-degree project overview enables the best possible use of resources

“We are very satisfied with the outcome of our project and Salesfive as a strategic partner. The collaboration was uncomplicated and due to the technical expertise of the project team, each of our concerns were addressed in detail .”

– Claudia Jerger

Ready for the next project? Let’s talk!

Schedule a meeting Contact us

Other success stories

This is how we have already been able to help other customers

Neven Subotic Foundation

One central system for all donor and project data. Offering personalized fundraising campaigns via the website and handling them in Salesforce as a new way to drive projects forward.

Clouds used:

  • Sales Cloud
  • Nonprofit Cloud

 

 

Read the entire success story here

NOVID20

Salesforce Sales Cloud as the basis for customer and project management in more than 40 countries. Excellent traceability of all activities between partners, supporters and even other market participants.

Clouds used:

  • Sales Cloud
  • Nonprofit Succcess Pack

 

 

Read the entire success story here