A global bank was struggling to track key metrics across $3 billion a year in grants and other community programs. They knew they needed a centralized repository to track organizations and contacts, their upcoming grant pipeline, and corporate responsibility programs. They turned to CloudMasonry for a solution that would tie everything together.
The organization had been using SharePoint to track pre-grant steps. Each sub-team had a separate process leaving their spreadsheets impossible to reconcile across teams, limiting roll-up metrics to executive leadership. To solve this, we implemented Salesforce for pre-grant processes, worked with each sub-team to find similarities in processes, and coached them through combining disparate processes so there were a few standardized grant pipeline processes across the organization. All grant-making sub-teams have been rolled onto Salesforce and the organization is now able to report on roll-ups by organization, by geography, and by key pillars.
The organization had also been using a combination of SharePoint, Cybergrants, and emailing for all employee engagement and volunteerism efforts. Due to a lack of data centralization, the teams were unable to easily keep track of participants and their progress, or alumni and their feedback.
We solved this by using Salesforce campaigns to track internal marketing efforts and responses for new programs and by using Contacts to track employee participation history and preferences. We also built an internal employee portal using Salesforce Experience Cloud to assist employee onboarding and the intake funnel.
Their employee engagement and volunteering team is now able to work collaboratively in the cloud and new employees can self-service sign up for programs, thus boosting overall program headcount, and maximizing their impact on the community.