The Hebrew University of Jerusalem
The Foreign Relations Department at the Hebrew University works to strengthen the relationship with partners and donors in Israel and abroad to develop a resource mobilization system in Israel and around the world, the purpose of which is to provide the resources required for the continued promotion and development of the university. Also, the purpose of the department is to lead and direct fundraising activities around the world, to be a partner in the branding of the university and its positioning as a groundbreaking institution and as the leading research and teaching center in Israel and among the top universities in the world, and in its contribution to the resilience of the State of Israel.
The team of the External Relations Division chose the company ROI-Clouds to lead an analysis process for the benefit of improving marketing processes and resource mobilization with the help of the Salesforce system, as well as improving system adoption indicators by the division’s staff.
The Challenge
Our challenge was to enhance and optimize our Salesforce platform to seamlessly align with the multifaceted business processes within our department. These processes encompassed marketing strategies, resource recruitment and development initiatives, precise impact measurement, and robust data recovery and conversion protocols.
Our Solution
Under the visionary leadership of our CEO, Tomer Tveria, the ROI-Clouds team embarked on a comprehensive analysis of our department’s needs. This involved immersive working sessions with every desk team in the division, including the division’s management. Through these collaborative efforts, we meticulously mapped out existing gaps, strengths, weaknesses, and potential opportunities. Subsequently, a thorough analysis, conducted in partnership with the division’s management, led to the identification of necessary changes to harness the full potential of our Salesforce system.
The key enhancements included:
We implemented a streamlined process for receiving and allocating leads from diverse channels, supporting different lead funnels. This ensured that no lead opportunity was missed, enhancing our outreach efforts.
We optimized lead conversion processes, automating manual tasks to expedite the conversion process. This automation increased efficiency and reduced response times significantly.
Intelligent automation, complemented by user alerts, was integrated, ensuring that relevant team members were promptly informed of critical developments. This proactive approach enhanced our responsiveness and decision-making capabilities.
We enhanced our reporting capabilities with smart reports and dashboards, providing real-time insights into our performance metrics. These visualizations empowered our teams with actionable data, facilitating strategic decisions.
We implemented automatic tracking of existing and new donor opportunities, ensuring a proactive approach to donor engagement. This real-time monitoring facilitated personalized interactions, strengthening our relationships with donors.
Donations and products were categorized intelligently, allowing for precise tracking and reporting. This tailored approach facilitated targeted marketing efforts and strategic resource allocation.
Comprehensive tutorials on system usage and best practices were developed, empowering our teams to harness the full potential of Salesforce. This knowledge-sharing initiative ensured that every team member was proficient in utilizing the system for optimal results.
Outcome
Through this holistic optimization, our Salesforce platform has become a dynamic, responsive, and strategic asset. The enhanced system not only meets but exceeds our business process requirements. By leveraging the power of intelligent automation, proactive alerts, and data-driven decision-making, we have fortified our position in the industry. This transformation has not only increased operational efficiency but has also significantly amplified our impact, allowing us to reach new heights in our mission and initiatives.
and Resource Development Hebrew University of Jerusalem
