Case Study: Peninsula Jewish Community Center achieves a successful Salesforce rollout with ScreenSteps

Nonprofit Rolls Out Custom Salesforce Implementation to 200+ Employees

The Peninsula Jewish Community Center (PJCC) faced a significant challenge in training over 200 employees on a new, custom Salesforce implementation. Their initial attempts using outdated training methods led to disengaged staff and poor information retention, which threatened the success of the software rollout. To address this, they turned to ScreenSteps for a solution.

ScreenSteps implemented its Find & Follow Framework to transform PJCC’s training strategy. This involved creating a centralized knowledge base of procedures within ScreenSteps and delivering interactive, job-specific, scenario-based training. The solution dramatically increased employee engagement and preparedness. The result was a smooth Salesforce launch, with the support specialist calling it the best training program he had seen in six years of consulting.

Peninsula Jewish Community Center

Ryan

Salesforce Support Specialist