Connected program information
Enrollment and attendance data reaches the CRM and reporting environment.
Corner to Corner · Client story
A Salesforce implementation that reaches the reporting layer.
Corner to Corner needed donor, program, and operational information to work together as the organization grew. We delivered Salesforce workflows, connected program data, foundational reports and Power BI dashboards, staff training, and documentation as one engagement. CRM and dashboard support continues.
All client stories →Implementation delivered · ongoing support
What was at stake
The work the organization depended on.
A CRM implementation needed to support the work around it: program participation, donor relationships, reporting questions, and the staff responsible for maintaining those processes.
What we delivered.
We implemented Salesforce workflows and core automations, connected Academy enrollment and attendance data through UpSquad, and developed foundational reports and Power BI dashboards. The engagement included the transition from EveryAction, staff training, and process documentation.
What changed
One foundation for CRM and reporting.
Final dashboards and documentation were delivered. Corner to Corner gained a connected CRM and reporting foundation, followed by continuing CRM and dashboard support.
- 01Program & donor data
- 02Salesforce workflows
- 03Reports & Power BI
- 04Staff adoption
Why the combination matters
Several disciplines.
One connected result.
CRM configuration, program-data integration, analytics, and staff enablement were considered together. Reporting needs helped shape the implementation, while training and documentation supported the people using the result.
Explore the team →What the foundation makes possible.
A reporting foundation
Salesforce reports and Power BI dashboards give the team a shared basis for reviewing the work.
Staff adoption and support
Training, process documentation, and continuing support connect the delivered systems to everyday use.
The continuing engagement.
Final dashboards and documentation were delivered. Continuing CRM and dashboard support helps maintain the implementation and address the next round of improvements.
Explore the approach.
A useful first conversation
What needs to work better?
Tell us about the systems, reports, or workflow getting in your way.