Connecticut Childrens Raised 50% more with unified Sales & Marketing
Products Used
About Connecticut Childrens
Connecticut Children’s is a leading pediatric academic medical center consistently ranked by their peers as among the best children’s hospitals in the nation. Connecticut Children’s is the only hospital in Connecticut dedicated exclusively to the health and well-being of children and families.
Business Challenges
Foundation migrated from a legacy system to Salesforce with the help of a big-named IT consulting company. The migration was not done well, resulting in a broken system with extremely poor user experience and broken functionality. This led foundation unable to keep track of donor data and manage fundraising efforts. Contact and Account 360 were completely broken. Foundation’s Salesforce Marketing cloud was disconnected from NPSP as well.
Solution:
Moblize.it partnered with Foundation to fix Salesforce instances to help them manage and scale. The project involved a comprehensive approach:
- Discovery: Moblize.it conducted a detailed analysis of all the involved key products such as Salesforce NPSP, Salesforce Marketing Cloud, Classy, iWave to uncover major pain points.
- Technical Architecture: Based on the findings, Moblize.it crafted a detailed functional and technical plan to achieve short term, mid term and long terms goals without affecting the existing day to day work flows.
Benefits:
- Improved User Experience: All the major page layouts and permission sets were redesigned to help users easily use the system.
- KPIs and Dashboards: Designed new reports and dashboards to help the data research team and sales teams make sense of all the activities, goals, and current progress.
- Case Management: Implemented Case management to remove the bulk of manual processes involving emails, calls, and Excel sheets. This saved time and removed manual work.
- Unified Sales & Marketing: Connected Sales and Marketing cloud to avoid duplicate contact management, improving donor segmentation. This helped the foundation for data security compliance and improved campaign outreach.
Project Outcome:
The one-year project with Moblize.it empowered Foundations’s Sales, Research, and Marketing team with a unified experience. This improved donor outreach and resulted in 50% additional fundraising.