Case Study: Dance Umbrella of Ontario streamlines client management with Flywheel Strategic’s Salesforce CRM solution

Dance Umbrella of Ontario boosts service capacity with Flywheel Strategic

Dance Umbrella of Ontario (DUO), a not-for-profit agency providing management services to dance companies, faced a challenge in scaling its operations to meet rising demand. Their existing processes were cumbersome and inefficient, hindering their ability to serve more clients effectively. They turned to vendor Flywheel Strategic for help, seeking a Salesforce Customer Relationship Management solution to streamline their management processes.

Flywheel Strategic implemented a tailored Salesforce solution using the Not-for-Profit Success Pack. This new system automated DUO's workflows, replacing outdated tools like Excel and WordPress with a centralized CRM that tracks client interactions and identifies opportunities. The solution provided real-time insights and efficient digital communication. Flywheel's training enabled the DUO team to capably use the new system, which freed up capacity, improved service delivery, and allowed them to simply demonstrate their value to stakeholders.

Dance Umbrella of Ontario (duo)