CLIENT: Stand Up to Cancer
LOCATION: Los Angeles, CA
BACKGROUND
Stand Up To Cancer (SU2C) enables scientific breakthroughs by funding collaborative, multidisciplinary, multi-institutional scientific research teams and investigators.
SU2C was ready to move from Luminate CRM to Nonprofit Success Pack on Salesforce. They had reached the end of their contract so this move needed to happen fast. Because of their long-term relationship with Tackle, they turned to us to take a novel approach to their implementation and migration for a successful move to a new CRM.
Tackle can step in and help, fast.
Tackle quickly came up with a plan to transition SU2C quickly and efficiently to their new CRM.
- Because of the fast timing of this move, we opted to quickly implement NPSP and migrate the data over as is.
- Once NPSP was configured and tailored to SU2C’s needs, we then assessed and developed a timeline to address additional issues like data cleanup, feature development, and system customizations.
- Over the course of the following year and a half, we executed these enhancements on a budget and schedule that worked for our client.
TECHNOLOGIES
………
- Salesforce
- Nonprofit Success Pack (NPSP)
- Pardot
- Fundraise Up
- Crowdrise
- Classy
IMPACT
This approach minimized system downtime for SU2C. By opting for a fast implementation first, then addressing data cleanup and feature enhancements second, we reduced this downtime from a typical 9-12 months to about two months.
Because users were able to quickly start using the new system, this allowed them to explore the features and customizations they actually needed. This kept the users engaged, which ultimately helps with reduced staff turnover, training processes, and a smoother transition to new features.
Throughout this project, both the client and Tackle were able to easily manage the timeline and budget. Projects were scheduled around SU2C’s events and campaigns, and the budget was able to be spread across multiple fiscal years.
Headquartered in Austin, TX
(512) 953 7926 • [email protected]
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