United Way Streamlines Business Processes and Fosters Team Collaboration with Salesforce

"Our users are thrilled with Salesforce. Its easy and intuitive interface is having a significant impact on adoption rates. We needed a common method for all our teams to track potential investors and opportunities, work with our major gifts team, and maintain contacts and accounts. We were able to easily customize Salesforce to handle all of this and much more."


Challenge
  • United Way had no standard system for collaboration or information sharing between organizational teams
  • The nonprofit wanted a CRM solution to help improve service, generate more investor dollars, and deliver additional community impact
  • Compatibility with Microsoft Outlook was essential

Solution
  • United Way deploys easy-to-use, Web-based Salesforce CRM solution to 250 users
  • Full integration with Microsoft Outlook links email data with Salesforce data
  • Easily customized for unique requirements, such as tracking of potential donor investors and opportunities

Results
  • Users are thrilled with Salesforce's easy and intuitive interface
  • Improved interaction with United Way members and donor investors
  • Integration with Microsoft Outlook helps streamline business processes and foster collaboration
 
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