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.
Timeframe
6 months, capped at 80 hours
To succeed for Children's Ground, our objectives were threefold:
Standardise the data capture and ensure the values being captured maximise the impact of their reporting.
Make their CRM a single source of truth with sound integrations across Mailchimp, their donations management platform, e-commerce store and website.
Audit CRM fields and objects (metadata) to:
“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
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.
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.
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.
To ensure that the implementation supports your sales process and future strategic direction.
This should support the outcomes of your roadmap and be finalised before implementation.
Train your team in the early stages of utilisation with onboarding and a toolkit of resources.
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