Salesforce for Nonprofits
330 Case Studies
A Salesforce for Nonprofits Case Study
New Leaders for New Schools is a national nonprofit that recruits and trains urban school principals. They needed an affordable, flexible system to track participants from application through the program lifecycle because their previous solution was costly to maintain, hard to customize, and produced outdated, inaccurate reports.
Using Salesforce CRM (Sales Cloud and Force.com) and partners Exponent Partners and Idealist Consulting, New Leaders deployed a customized solution for recruitment, admissions, principal tracking and fundraising—rolling out core program functionality in three months and fundraising in six. The cloud-based system includes a candidate portal, custom tabs for payments, placement and achievement data, real-time dashboards and automated workflows, cutting annual maintenance costs by 85%, improving process efficiency, and enabling comprehensive participant tracking for better program measurement and effectiveness.