Client Impact Story

Nonprofit Customizes Salesforce, Vital Data Opens the Door to Funding Opportunities

Nonprofit Customizes Salesforce, Vital Data Opens The Door To Funding Opportunities

BACKGROUND

Be A Leader Foundation (Be A Leader) is a nonprofit located in Phoenix, Arizona. Its mission is to empower students with the leadership, tools, support, and mentoring they need in order to succeed in higher education and beyond. Founded in 2002, this once completely volunteer-led organization has grown from serving 32 students a year to now employing 23 full time and 17 part time staff who collectively impact over 14,000 students a year.

CHALLENGE

Be A Leader has been using Salesforce as a CRM since 2016 for its business development, donations, and contact management, but lacked the resources to hire consultants that could customize the platform to meet their program and operational needs. As a steppingstone until budgetary constraints opened up, they used a third-party managed package layered on Salesforce. For an annual licensing fee, this enabled them to create custom objects, page layouts, and fields to help support students in their post- secondary path.

Although it was an effective bridge to ramp up Be A Leader’s use of Salesforce, it became apparent after a few years that the temporary solution had run its course. Be A Leader works closely with strategic partners nationwide, such as higher education institutions, foundations, and community organizations. In partnership with Arizona State University, Be A Leader recently received a grant from the Bill & Melinda Gates Foundation. This dramatically scaled up their transition work in high schools, and it became apparent that they would require further customization within a tight timeframe.

Salesforce Nonprofit Implementation Partners
A Closer Look at Nonprofit Program Management

SOLUTION

With the new funding inflow, the foundation began the search for a consultant that could spearhead the transition from the managed package into a more sustainable solution. In 2020, MST Solutions, a leading CRM and marketing automation consulting provider with deep experience in the nonprofit arena, was chosen for the project.

“MST made it so we can reach out to market funders, donors, and individual givers to highlight the work that we’re doing. We have a lot of anecdotal evidence from the students and families over the years, but at the end of the day, it’s a data-driven society.”
Soilo Felix
Chief Program Manager

Value Created

  •  Dynamic data provides a single source of truth for making data-driven decisions
  •  Automated processes increase efficiency
  •  Ability to analyze impact and effectiveness of programs
  •  Accurate data can help secure future funding opportunities

Partnership Provides Lasting Value

As the staff began to use the new platform, they realized additional customization and tweaks were required for the team to be more efficient. “We created a solution based on the assumptions we had in the beginning, but these evolved as our project progressed,” said Robles. “MST pays attention to our needs, listens to our feedback, and continues to make adjustments based on actual user interaction with the solution.”

Felix was impressed with MST’s knowledge about the unique challenges that nonprofits face, noting, “If we had gone with a typical Salesforce consultant, we would have spun our wheels because they would have had to learn our business, our language, and the way we operate. MST already understood the connection between data systems and how that related to our business needs and program development.

To read the full case study click here!

Arizona Commerce Authority Creates A 360-Degree View For A Unified Team

As the state’s leading economic development agency, the Arizona Commerce Authority (ACA) has a streamlined mission to grow and strengthen Arizona’s economy. The ACA uses a three-pronged approach to advance the overall economy: recruit, grow, create – recruit out-of-state companies to expand their operations in Arizona; work with existing companies to grow their business in Arizona and beyond; and partner with entrepreneurs and companies large and small to create new jobs and businesses in targeted industries.  

For several years, the client services division utilized a highly customized instance of force. com to capture the agency’s progress toward their business attraction and expansion goals. In order to improve user experience for existing Salesforce users and optimize Salesforce for new users, the ACA needed to expand the functionality of its existing application.  

Recognizing that data is one of its most important resources, ACA knew tapping into the power of Salesforce could further improve data capture and reporting by providing a 360-degree view of their interactions with accounts and contacts.  

With the assistance from MST Solutions, ACA successfully transitioned its super users to Salesforce Sales Cloud, added other business units to the platform, implemented standardized training and enhanced its reporting capabilities. With the uniform and efficient use of Sales Cloud, ACA provides a unified user experience and maintains data across the entire agency.

Read

Arizona Commerce Authority Aligns Sales & Marketing With Pardot Salesforce

As the state’s leading economic development agency, the Arizona Commerce Authority (ACA) has a streamlined mission to grow and strengthen Arizona’s economy. The ACA uses a three-pronged approach to advance the overall economy: recruit, grow, create – recruit out-of-state companies to expand their operations in Arizona; work with existing companies to grow their business in Arizona and beyond; and partner with entrepreneurs and companies large and small to create new jobs and businesses in targeted industries.  

Prior to implementing Pardot, the agency was struggling to find value in their existing marketing tool. The user experience was less than satisfactory, and the marketing team was struggling to keep up with a large volume of manual tasks without help from external marketing agencies. And, while the organization was already using the CRM functionality of Salesforce, the two systems didn’t share the same data. In order to streamline their marketing operations and better align their sales and marketing teams, ACA needed a user friendly tool that would integrate with Salesforce. By using Pardot for email list management, drip campaigns, and lead scoring, ACA’s marketing team can increase efficiency while simultaneously providing their sales team with important details about each potential customer. 

Read

Industry-Leading Waste Management Company Drastically Increases Efficiency Through QA Automation

Republic Services is a leader in the recycling and waste management industry servicing 41 states throughout the U.S and Puerto Rico. Providing efficient recycling and waste disposal services for their customers is a top priority as they enhance their internal technologies.

Having their clients in mind, Republic Services set out to build a custom automation framework that would reduce their QA efforts and saves huge software testing time. Effectively implementing this functional automation, would increase their employee productivity and software solutions while also improving the quality of automation with the help of the test data retrieved from their databases.

By partnering with MST Solutions, they were able to incorporate a custom built automation framework that fit their current needs and allowed for easy system enhancements as needed without 3rd party assistance. This allowed Republic Services to become more efficient, while saving time and reducing expenses.

Read