Strategic Salesforce Reimplementation for Children's Ground

Finding a solution to fit
changing needs

Children’s Ground is a not-for-profit organisation led by Aboriginal communities working to create a new future for children and families filled with promise, hope and empowerment.

As part of our charitable work at Social Garden, we partnered with Children’s Ground to help them overcome a major challenge; bring their CRM up to speed for the changing needs of their organisation.

Within best in class Salesforce practices, our Salesforce specialists worked alongside Children’s Ground to help them make the most of their tech investment through reimplementation, including revisiting their data capture strategy and training opportunities for the team.

Each Senior Social Garden consultant has worked on dozens of Salesforce projects from full scale implementations to retainer models, integration & migrations, architecture design and development & training, so we were keen to get stuck in.

Bringing the CRM up to
speed

To succeed for Children's Ground, our objectives were threefold:

  • 1. Clean up the data

    Standardise the data capture and ensure the values being captured maximise the impact of their reporting.

  • 2. Create a single source of truth

    Make their CRM a single source of truth with sound integrations across Mailchimp, their donations management platform, e-commerce store and website.

  • 3. Metadata audit

    Audit CRM fields and objects (metadata) to:

    • Spot missing metadata and fill those information gaps
    • Remove any unnecessary metadata to improve the UX
    • Customise to reflect the language Children's Ground use to increase relevance and adoption

testimonial

“We use integrations to break down data silos. By bringing together information from different platforms directly into Salesforce, it’s easy for users to get a 360° view of contacts in one place.”


- Chris Laver,
CRM & Marketing Automation Consultant

How we achieve the ideal
future state

  • 1. Increase reporting visibility

    The benefit of standardising your data capture strategy is huge. By ensuring that the data points you are capturing are usable, consistent and organised, you can maximise your reporting accuracy and insights.

  • 2. Clear integration roadmap

    We map out the detailed requirements before jumping in. This helps to streamline what is often a complex process. Our certified team hold eight expert level certifications backed by years of on-the-tools experience to achieve this.

  • 3. Seamless adoption

    When it comes to using your CRM, we believe in empowering your team. Our specialists provide custom training solutions to ensure that you can manage your CRM independently once the implementation is complete.

Over six years we've provided Salesforce consulting, operations, training, integration and development services. What have we learnt?

Our top takeaways for you

  • Map your current & future state

    To ensure that the implementation supports your sales process and future strategic direction.

  • Understand your tech first

    This should support the outcomes of your roadmap and be finalised before implementation.

  • Onboard in the early stages

    Train your team in the early stages of utilisation with onboarding and a toolkit of resources.

If Children's Ground is an initiative that speaks to you. we're sure they would be grateful for any donations.

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