Salesforce Exceeds the Ongoing Programming and Organizational Needs of WisconSibs

The Situation

Harriet Redman, Executive Director and Founder of WisconSibs, has been the organization’s project manager, tester, client, and, with Ledgeview’s help, is now the Salesforce Sponsor.

WisconSibs has grown from having a small number of siblings of people with disabilities in their former limited database to now offering a wider arena of support. Peer support, education, social activities, future planning, camps, and ongoing consultations are now pivotal features of their program.

As the database of information they collected grew through these installations, Redman began to notice a new need for WisconSibs – a modern database solution that would allow them to track and reach out to siblings in a more collected and organized fashion. What led the nonprofit to decide on Salesforce was a long time coming.

WisconSibs Finds CRM Confidence in Ledgeview and Salesforce

WisconSibs Finds CRM Confidence in Ledgeview and Salesforce

“Part of the original challenge we recognized was there was no way to identify the market we wanted to target,” Redman says. “There was no questionnaire, tracking, or presence in surveys, for example. Targeting was difficult. These siblings are a hidden population.”

Redman wanted to be strategic about the siblings she was reaching out to with targeted email campaigns through more advanced database organization.

Redman had investigated a variety of CRM Solutions. She considered Abilla, and even Open Source Software, but nothing seemed to fit her budget or goals.

When it came down to it, Redman saw the most potential with the organization she wanted and a solution that could fit her budget in Salesforce. Though when she was first introduced to it, she dismissed its potential, not seeing how they could make it work, Ledgeview Partners opened her eyes to the possibilities.

The Solution

WisconSibs Finds CRM Confidence in Ledgeview and Salesforce

WisconSibs Finds CRM Confidence in Ledgeview and Salesforce

Harriet Redman was not immediately sold on Salesforce, but when a Ledgeview consultant explained the benefits Salesforce offers nonprofit, her former ideas about the solution were blown out of the water.

“I ran into a Ledgeview representative at a conference and they re-introduced me to Salesforce,” Redman says. “I told them what my problems were, and they had an answer to all the challenges I was having. Salesforce had a great track record, was comprehensive for keeping track of donors, volunteers, participants, and programs.”

After several discussions with Ledgeview, Redman realized the amazing truth – Salesforce offers eligible nonprofits a Success Pack that allows them to receive 10 subscriptions of Lightning Enterprise Edition at no cost to them through the “Power of Us” programs.

Since nonprofits have limited budgets to work with, Redman saw this as a huge benefit to investing in Salesforce.

Ledgeview helped WisconSibs every step of the way, from helping the nonprofit get a tech grant for the CRM Solution, to offering ongoing support, and helping them during the implementation process they are currently in.

There was no way for WisconSibs to operationalize their information until a database was created and adapted. Now, with support from their board and Ledgeview, they are confident about a successful future with CRM.

The Benefits

WisconSibs Finds CRM Confidence in Ledgeview and Salesforce

WisconSibs Finds CRM Confidence in Ledgeview and Salesforce

Salesforce checked all the boxes for WisconSibs. Ledgeview consultants helped them present the benefits of Salesforce and offered their authority during grant presentations. This made the partnership a more comprehensive business solution overall.

“It took time and patience, and Ledgeview saw us through that,” Redman says. “Adoption is a non-issue. Our new staff member has embraced the concept of Salesforce quickly.”

There are ongoing design tweaks WisconSibs is working on with Ledgeview. Redman anticipates the ongoing benefits of Salesforce’s design and structure for WisconSibs.

Salesforce was “revolutionary” for WisconSibs, Redman says. Salesforce provides tracking as these siblings move throughout their lives, which is exactly what the nonprofit was looking for. Being a sibling is a life-long journey and WisconSibs programs reflect that fact. Now with Salesforce, so does their CRM.

Salesforce is uniquely and strategically beneficial to their program.

About the Company

WisconSibs Finds CRM Confidence in Ledgeview and Salesforce

WisconSibs Finds CRM Confidence in Ledgeview and Salesforce

WisconSibs, Inc began in 1998. The nonprofit is located in the Fox Valley region of Wisconsin and started there as the first organization in the country that organizes lifespan information, programming, and support for children, teenagers, and adults who have siblings with a variety of disabilities. As siblings, WisconSibs describe themselves as “Wisconsin sisters and brothers of people with disabilities. We are role models, advocates, caregivers, and companions.” WisconSibs plays a vital role in the quality of life for siblings of people with disabilities.

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“We needed a comprehensive, relationship-building based CRM. I interviewed a lot of different organizations about CRM over the course of four to five years, gathering information little by little. Nothing was standing out.

Harriet Redman, Executive Director and Founder, WisconSibs

“I wouldn’t have picked Salesforce if it was free, but junk. But, oh my gosh – it is donated and outstanding! It is exactly what we needed.

Harriet Redman, Executive Director and Founder, WisconSibs

“Something very fundamental, but desirable changed, as we began to understand how data is stored in Salesforce. In previous solutions, we didn’t get to customize our tracking nearly as well. Our existence is dependent on the specific information we need about siblings.

Harriet Redman, Executive Director and Founder, WisconSibs
Ledgeview Partners Wisconsibs Case Study

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