About the client
Client challenges
The client could not fully optimize their existing Salesforce instance to support the museum’s mission. Data integration between Salesforce and its fundraising and event management platforms was a key hurdle. The lack of integration led to data silos, with critical donor and event information scattered across multiple systems.
Solution
LevelShift assessed whether the client’s current Salesforce setup aligned with the museum’s mission. We recommend improvements and created a clear roadmap to address specific challenges and capitalize on opportunities. We achieved seamless data integration by connecting Salesforce with their fundraising and event management platforms. Additionally, we provided training sessions to equip the staff with the skills needed to implement these enhancements.
Benefits
- Streamlined training sessions reduced administrative tasks by 40% and increased data accuracy by 25%.
- The tight system integration enhanced donor engagement by 20% and led to a 15% growth in membership.
- These improvements drove ongoing organizational expansion, amplified impact, and fulfilled the client’s mission.