Association of Friends of Haifa University
The Association of Friends of the University of Haifa in Israel stands as a beacon of collaboration between the business community and the public, championing the cause of academic excellence for the University of Haifa and the State of Israel. Operating independently alongside the university, our association has been a steadfast partner, mobilizing resources, garnering public support, and facilitating research and teaching endeavors throughout the nation.
The Challenge
Our commitment to advancing the University of Haifa’s mission led us to recognize the importance of upgrading our Salesforce system. We aimed to align our marketing processes, programs, and resource development efforts with the ever-evolving landscape of academia and philanthropy.
Our Solution
In collaboration with the ROI-Clouds team, we embarked on a journey of comprehensive requirements characterization, meticulously mapping and analyzing the diverse needs of our association. Through collaborative work meetings with our dedicated employees, we identified key areas for enhancement.
Our Salesforce upgrade included:
We optimized our task management system, ensuring seamless assignment and tracking of employee tasks, fostering an environment of productivity and collaboration.
Facilitating mechanisms for lead recruitment, donations, grants, membership fees, and sponsorships, we streamlined our resource acquisition efforts, ensuring financial sustainability for our initiatives.
A tailored product management system was implemented, allowing precise allocation of donations and enhancing our engagement with donors, creating meaningful and lasting partnerships.
We enhanced our ability to manage campaigns and events, ensuring impactful outreach, and streamlined donor visits, fostering meaningful connections between our supporters and the University.
Our user interface design provided a 360-degree view of donors and gifts, ensuring a comprehensive understanding of our supporters. Smart reports and dashboards offered real-time insights, empowering data-driven decision-making.
Customized home pages and an intelligent mechanism to prevent duplicate records were implemented, ensuring a user-friendly experience and data integrity within our system.
Data correction and conversion processes were executed meticulously, preserving the accuracy of our records and facilitating a smooth transition to the upgraded system.
Outcome
A comprehensive optimization of the Salesforce platform, pushing its capabilities to the maximum. This strategic enhancement not only fine-tuned the efficiency of the team operations but also had a profound impact on the financial performance. As a result, the organization experienced a significant increase in their revenue streams, reflecting the tangible benefits derived from the synergistic combination of system optimization and strategic initiatives
