A Salesforce implementation that reaches the reporting layer

Overview

Status: Implementation delivered. Ongoing support.

Corner to Corner needed donor, program, and operational information to work together as the organization grew. We delivered Salesforce workflows, connected program data, foundational reports and Power BI dashboards, staff training, and documentation as one engagement. CRM and dashboard support continues.

What was at stake

A CRM implementation needed to support the work around it: program participation, donor relationships, reporting questions, and the staff responsible for maintaining those processes.

What we delivered

We implemented Salesforce workflows and core automations, connected Academy enrollment and attendance data through UpSquad, and developed foundational reports and Power BI dashboards. The engagement included the transition from EveryAction, staff training, and process documentation.

What changed

Final dashboards and documentation were delivered. Corner to Corner gained a connected CRM and reporting foundation, followed by continuing CRM and dashboard support.

Why the combination matters

CRM configuration, program-data integration, analytics, and staff enablement were considered together. Reporting needs helped shape the implementation, while training and documentation supported the people using the result.

What the foundation makes possible

• Connected program information. Enrollment and attendance data reaches the CRM and reporting environment.
• A reporting foundation. Salesforce reports and Power BI dashboards give the team a shared basis for reviewing the work.
• Staff adoption and support. Training, process documentation, and continuing support connect the delivered systems to everyday use.

The continuing engagement

Final dashboards and documentation were delivered. Continuing CRM and dashboard support helps maintain the implementation and address the next round of improvements.