Case Study: Menlo School achieves a connected, data-driven advancement program with Cloud for Good and Salesforce

Menlo School launches Salesforce in just a few months with Cloud for Good

Menlo School, a college preparatory day school, faced challenges with its outdated Raiser's Edge system, which lacked mobile access, modern reporting, and the ability to strategically leverage its data for development and alumni relations. To better foster community relationships and scale its impact, the school partnered with Cloud for Good to migrate to a more connected and systematic platform.

Cloud for Good implemented Salesforce Sales Cloud and the Nonprofit Success Pack (NPSP) for Menlo School, integrating AppExchange apps for advanced reporting and email marketing. The solution provided real-time dashboards, mobile access, and streamlined processes. As a result, tasks like preparing the annual report and running the annual fund became significantly easier to manage. Cloud for Good's support empowered the school to customize the system themselves, leading to increased operational efficiency and a clear vision for a fully connected school ecosystem.

Menlo School