PROJECT OVERVIEW
Region: Global
System: Customer Relationship Management (CRM)
Sector: Philanthropy
THE ORGANIZATION
Forward Global now leads training programs for a network of more than 400 philanthropists worldwide.
THE CHALLENGE
When the IFP and TPW West joined forces to create Forward Global (TPW), they also merged their respective Salesforce data management applications. However, the two applications were not fully compatible; for example, the TPW West application only included information about members, whereas the IFP application also kept track of speakers, experts, vendors, and partner organizations. Further, while some data collected from member interviews was stored in Salesforce, other information was kept in Box. The system integration did not fully meet Forward Global’s needs, and as a result Forward Global sought assistance to redesign the core system to more effectively collect, maintain, and analyze information about members, alumni, educator networks, and other stakeholders.
THE SOLUTION
Vera designed a Salesforce-based solution to address Forward Global’s goals of tracking recruitment, programming, donations, member attendance at events, and contact information. Vera installed and customized Salesforce’s Non-Profit Success Pack (NPSP, a CRM designed and licensed specifically for non-profits) and developed functionality to allow Forward Global staff to “tag” contacts and organizations with relevant geographies, tools and tactics, and issue areas. In their new, customized Salesforce application, Forward Global staff can now easily record and review the nature of their frequent interactions with members and prospective members as well as better keep track of and understand their members’ diverse philanthropic interests and goals.
Key Features: Secure cloud, Real-time data reporting and visualization, Process automation, Donor management, Community Cloud, Grant disbursement, Streamlined UI, NPSP