Driving Data Efficiency for a National Nonprofit
Case Study Driving Data Efficiency and Complex Integrations for a National Nonprofit Download Organization BackgroundA national nonprofit faced a critical challenge with its donor data management: an increasingly large backlog of donor and donation data from its Luminate Online platform needed to be integrated into its Customer Relationship Management (CRM) system (Salesforce). Visit Website Geographic […]
NewSchools Venture Fund
Case Study NewSchools Venture Fund: Empowering Philanthropy with Advanced Document Workflows Download Background NewSchools Venture Fund is a venture philanthropy that brings together people, resources, and ideas to create a more excellent and equitable education system for all students — especially those furthest from opportunity. With over 25 years of impact, NewSchools supports education advancement through […]
OpnMkt
Case Study Download About OpnMktThe current SDR to AE handoff processes are broken. So we reimagined it and created a marketplace approach to new lead / prospect / opportunity distribution. SDRs list the prospects they sourced in an internal marketplace; AEs choose which leads they want to pursue. This model removes the subjective quantity vs. […]