A central database for the YOU Foundation
Success Story
The project
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.
Technology
This technology was used
Systems are only as good as the technology behind them. That’s why we rely on modern solutions from the Salesforce ecosystem for our customers’ digitization projects. The following technology, among others, was used at YOU Foundation.
“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.”
Solution
The project success in detail
By implementing Agentforce Sales (formerly 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
– Work more efficiently: work on the same projects simultaneously and from anywhere
– Increase efficiency: view reports, data, and finances directly in Salesforce
Solution
– Implementation of Agentforce Sales
– Establishment of a uniform data structure
– Process consulting for the definition of new target processes
– Transformation from on-premises to the cloud
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
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