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.
- Maximize transparency of all projects and donations
- Development of a new, uniform
- Transition from local, decentralized data storage to cloud-based platform
- 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
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.
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
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