Project Management

Challenge
blueEnergy sought a tool to coordinate various efforts across offices in the US, Europe and Nicaragua.

Solution
Project-ON-Demand for AppExchange is a complete replacement of Microsoft Project and integrates project management functionality with Salesforce. The app allows users to create Gantt charts, network diagrams, WBS/RBS/earned value charting, histograms, and team communication.

Result
From PR initiatives to resource management, Project-ON-Demand has helped blueEnergy manage projects across the globe. The organization plans to extend use of Project-ON-Demand to track all company initiatives.

Email Marketing

Challenge
blueEnergy needed a cost-effective way to reach out to existing and potential donors.  The organization’s previous system took considerable time to administer.

Solution
Vertical Response for the AppExchange allows users to create custom mailing lists of any size, design professional sales and marketing campaigns, and track post-launch statistics.

Result
blueEnergy is building campaigns to deliver emails and track response rates within clicks.  The system will be  much more efficient and will allow blueEnergy to broaden its audience while improving the donor experience. 

Lead Capture

Challenge
blueEnergy wanted an easy way to track volunteer leads.

Solution
Clicktools enables users to create and update Salesforce information with their own custom forms, surveys, and landing pages.

Result
Now blueEnergy can track all important information for volunteer leads through Salesforce. The organization is now better equipped to recruit the best candidates.

“I am a kid in a candy store when I go on the AppExchange.  From resource planning to data management, there are so many robust applications we’ve found that have made an impact on our organization.”   
 
System Administrator
blueEnergy

Householding

Challenge
blueEnergy needed a way to account for donations from members of the same family, which can vastly complicate reporting, risking the quality of the donor experience with blueEnergy. 

Solution
The Householding application allows users to group contacts by physical mailing address, simplifying direct mail outreach and tracking.

Result
Using a customized version of this application, blueEnergy can ensure that it will not duplicate donation records for family members who at one time lived at the same address and now do not.  It can also ensure that households do not receive annoying duplicate solicitations.