Case Study: Community HousingWorks achieves unified client visibility and streamlined CRM with Cloud Sherpas and Salesforce

Community HousingWorks Optimizes Salesforce One Source For Client Data

Community HousingWorks, a non-profit organization, faced significant data management challenges due to its reliance on multiple disparate CRM databases. This led to inefficient manual sales and service processes, lost leads, and limited management visibility across departments. To address this, they partnered with Cloud Sherpas.

With the help of Cloud Sherpas, a solution was implemented using salesforce.com’s Sales Cloud and Service Cloud. The project was completed in just four weeks, successfully migrating multiple client databases into a single, standardized system. The results included high levels of internal adoption, 100% executive visibility into customer interactions, a scalable platform for future growth, and the elimination of multiple legacy systems.

Community HousingWorks

Gabe del Rio

AMP, Senior Vice President