Configured relationship workflows
Donations, volunteers, programs, and school relationships can be managed in the configured CRM.
Arizona Educational Foundation · Client story
Connect the CRM to the next stage of analytics.
Arizona Educational Foundation needed stronger relationship workflows and a path from its CRM into analytics. We delivered Salesforce configuration, the Bloomerang migration, a Microsoft Fabric connection, and staff support. The broader reporting implementation continues.
All client stories →Delivered milestones · ongoing implementation
What was at stake
The work the organization depended on.
The engagement needed to account for relationship management, legacy donor information, and the next stage of reporting together, while making the new workflows usable by staff.
What we delivered.
We configured Salesforce around those workflows, completed the Bloomerang migration, connected Salesforce to Microsoft Fabric, and supported staff with training and documentation. A separate education-data foundation brings together public state and federal sources.
What changed
Delivered milestones for the next stage.
AEF has a configured CRM, migrated records, and a connection into its analytics environment. These delivered milestones support the next stage of reporting; the broader implementation is ongoing.
- 01Legacy CRM data
- 02Salesforce configuration
- 03Fabric connection
- 04Reporting foundation
Why the combination matters
Several disciplines.
One connected result.
CRM configuration and data migration established the operating foundation. The Microsoft Fabric connection created a path into the analytics environment. Training and documentation accompanied those technical milestones.
Explore the team →What the foundation makes possible.
Migrated information
The completed Bloomerang migration brings legacy records into the new environment.
The next reporting stage
The Salesforce-to-Fabric connection supports further analytics development.
The continuing engagement.
The broader implementation is ongoing. The delivered CRM and integration milestones support the next reporting phase. A separate public education-data foundation brings together state and federal sources; connecting these foundations into further reporting is part of the continuing opportunity.
Explore the approach.
A useful first conversation
What needs to work better?
Tell us about the systems, reports, or workflow getting in your way.