Case Study: Race Forward centralizes revenue tracking and reporting with Craftsman Technology Group and Salesforce NPSP

Race Forward centralizes revenue tracking in 6 weeks with Craftsman Technology Group

Race Forward, a nonprofit organization advancing racial justice, needed to better leverage Salesforce as a central information hub. With only one business unit actively using the platform, they required a partner to help increase adoption, integrate external systems, and migrate processes to better track revenue and outcomes. They engaged Craftsman Technology Group for its expertise with the Salesforce Nonprofit Success Pack (NPSP).

Craftsman Technology Group implemented a streamlined solution, integrating FormAssembly for online intake forms and configuring native Salesforce reports and dashboards for detailed revenue tracking. This allowed Race Forward to quickly review income breakdowns by department, program, and revenue type against budget goals. Following the successful implementation, Race Forward engaged Craftsman's Managed Services for ongoing support and has since begun a second phase of work to further enhance its systems.

Race Forward