Conservation Alliance harnesses the collective power of business and outdoor communities to fund and advocate for the protection of North America’s wild places.
The organization came to North Peak to implement Salesforce as the operational core for member and partner management as well as grant programs. They previously relied on spreadsheets and various point solutions to manage their data and workflows.
Challenges:
- Labor-intensive data management and reporting
- Limited visibility into the full scope of their relationships
- Lack of access to reporting and insights that support organizational decision making
Solution: Salesforce Implementation
North Peak worked with the team to implement a Salesforce-based solution to manage their grants program from end-to-end and facilitate strong member and partner engagement. The solution included NPSP and Outbound Funds Module, as well as integrations to Phone2Action for advocacy efforts, Mailchimp for communications, and FormAssembly for online forms. With a Salesforce-centered CRM solution, the team can access insights into their organizational relationships and impact in one place.