Downtown Santa Monica BID

DOWNTOWN SANTA MONICA BID

About Client

Downtown Santa Monica, Inc. is a non-profit organization that works with the City of Santa Monica to manage services and operations in Downtown Santa Monica while promoting economic stability, growth and community life within it’s neighborhood. As one of the leading BIDs in the country, Downtown Santa Monica generated more than $1 billion in sales tax revenue for the city.

PROJECT GOALS

The leadership team at Downtown Santa Monica wanted to completely revamp their existing Salesforce CRM and customize it to support all operations including tracking and managing of properties, vacancies, public assets, businesses, residents, etc.

INDUSTRY

Non-Profit

PROJECT

Saleforce Implementation

WEBSITE

CHALLENGES

  • DSM’s Salesforce CRM was not customized for the specific needs of an improvement district, which led to staff abandoning the system.

  • Data in Salesforce was incomplete and outdated, which made the DSM revert back to operating out of spreadsheets.

  • DSM was unable to effectively find and report on data – properties, businesses, residents, vacancies and tenants in the market.

HOW WE HELPED

Reconfigured and customized Salesforce to efficiently manage properties, residents, prospective tenants, property vacancies etc.

Imported two years’ worth of assessment data for all Properties / Buildings into Salesforce.

Built Salesforce reports and dashboards to give DSM leadership a 360 degree view of operations.

Integrated Salesforce with staff email inboxes to ensure that contacts are up-to-date and necessary email activity is tracked in Salesforce.

See What Our Customers Are Saying

Our greatest success belongs to our amazing customers and we strive to help their organizations become successful in their use and adoption of Salesforce.

Our project was focused on: Sales cloud, Partner Community, and Pardot. The CUBE84 team was always on time for meetings, well prepared, and focused. They helped us get our project complete, on time and within budget. We had a very smooth implementation and they provided us with a lot of training.

TERRI BENNETT
Client Success Lead at Moodle

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