Safe & Sound, a nonprofit in Milwaukee, WI harnesses the power of Salesforce for Nonprofits to retain institutional knowledge, consolidate its data, and build stronger relationships with local communities.
Safe & Sound has been working to make Milwaukee a better place to live since 1998. Their mission is simple but powerful — to unite residents, youth, law enforcement and community resources to build safe and empowered neighborhoods. It’s not an easy job, but it’s one in which Safe & Sound is particularly good.
The organization boasts a dedicated team of passionate Milwaukeeans. They work hard to make neighborhoods safer. In fact, last year the Safe & Sound team knocked on over 13,000 doors, talked with over 4,400 residents, and organized or were involved in over 1,100 community events or meetings. As you can imagine, all of those conversations and events generate a lot of data…names, addresses, phone numbers, follow-up items, notes. Each team member at Safe & Sound would meticulously record all of that information, including attendee counts, on paper.
Yes, that’s right. Paper. Then from paper to a Word document, a separate one for each event. Then, someone would collect counts from the Word documents and enter the details into an Excel spreadsheet for reporting purposes.
Bree Spencer, Safe & Sound’s Director of Evaluation & Technical Assistance, explains, “When we stepped back to look at how many different people were touching the data before it made its way to its final destination, we realized we needed a better system.”
“When we stepped back to look at how many different people were touching the data before it made its way to its final destination, we realized we needed a better system”Bree Spencer, Director of Evaluation & Technical Assistance, Safe & Sound
With the help of a third-party IT consultant, Spencer began to research CRM options that would help Safe & Sound consolidate its data, eliminate paper, and save time and money by making it easier to analyze data and generate reports.
Safe & Sound knew they wanted Salesforce for Nonprofits. The product was perfect for them, but they needed help configuring it and implementing it. After a couple of disappointing meetings with other CRM specialists, Spencer met with Ledgeview Partners. She had a completely different first meeting experience with Ledgeview. She described it this way, “Ledgeview was prepared, and you could tell they were excited about working with a nonprofit. It was a totally different experience than the first two consultants. I just knew our choice should be Ledgeview.”
Ledgeview’s team worked with Spencer to create a Salesforce implementation that was perfectly suited to Safe & Sound’s needs. The project was handled in two phases. Phase one focused on designing the implementation, getting the framework all set up, and customizing the database as needed. Phase two involved building Safe & Sound’s event evaluations into the new system, and creating the custom reports that the organization needed to track progress and maintain compliance.
Spencer loved the experience of working with Ledgeview on the project. She explains:”Ledgeview specialists were really easy to work with even though we weren’t familiar with database development. Their team asked great questions that helped us understand what we needed. They didn’t customize just to customize. They used out of the box features to meet our needs as much as possible, and customized when truly necessary.”
When it was all said and done, Ledgeview came in $10,000 less than what we expected to spend to get the customizations we wanted.
“There’s an authenticity to the work that Ledgeview does. They’re honest and transparent, and their passion is completely reflected in the work they do. You can trust them”Bree Spencer, Director of Evaluation & Technical Assistance, Safe & Sound
Since implementing Salesforce for Nonprofits, Safe & Sound has seen their contact list grow by over 200% in just three months. The stacks of paper that cluttered the office are gone. In fact, Safe & Sound is 90% paperless since adopting Salesforce. In addition to eliminating paper, the organization’s new CRM system is saving them some serious time and money.
Here’s just one example. Safe & Sound’s Program Director runs reports on the organization’s activities every month. In the past, that meant spending 10 to 15 hours every month pulling information together and compiling the report. With Salesforce in place, it takes him one hour.
All of these numbers, 200% growth in contacts, 90% paperless, savings of 9 to 14 hours a month from just one person, they’re all strong indicators of the impact Safe & Sound’s new CRM system is having, consolidating data and increasing efficiency. It’s exactly what Safe & Sound hoped for, but there’s more. Spencer explains:
We have a small staff and they have a lot of autonomy. People worked and organized information differently. Now that we have an information framework with consolidated data accessible from a centralized database, we’re not just capturing contact information. We’re making it useful. Each input helps paint a picture of the community members with whom we’re building relationships. And when a staff member decides to move on, we’re retaining that institutional knowledge, so those relationships can continue to evolve. That’s huge for us.
With their new Salesforce CRM in place, Safe & Sound is more equipped than ever to build safe neighborhoods in Milwaukee, one strong relationship at a time. And if you’re looking to take advantage of the power of Salesforce, Spencer recommends you consider building a relationship with Ledgeview Partners. She says, “There’s an authenticity to the work that Ledgeview does. They’re honest and transparent, and their passion is completely reflected in the work they do. You can trust them.”
Give us a call or connect with us online. We’d love a chance to earn your trust too.
Safe and Sound was founded with the theory that improvements in public safety require the combination of law enforcement, community organizing and youth development. Our mission is to unite residents, youth, law enforcement and community resources to build safe and empowered neighborhoods and our vision is a safe neighborhood for everyone in Milwaukee, WI. For more information on Safe & Sound, contact: Katie Sanders, Safe & Sound Executive Director at (414) 220-4794 or email@example.com or Anne Temple, Development & Communications Manager at (414) 708-2794 or firstname.lastname@example.org.