10x engagement increase driven by targeted segmentation

Beyond the Surface Problem

The team wanted a system they could trust for donor outreach and grant oversight. They also wanted confidence that team activity matched leadership expectations. These needs revealed two underlying beliefs. First, tracking alone would not support meaningful engagement. Second, visibility had to be easy for teams to maintain.

Greater Washington Partnership’s Objective

• Ensure the grant lifecycle is fully managed inside Salesforce
• Strengthen donor engagement through accurate segmentation
• Capture events consistently for reporting and planning

Here’s How We Did It

CUBE84 met with teams to understand the donor process, grant steps, and event workflow. The implementation focused on clear objects, improved fields, and structured record types that mirrored real operational activity. The team set up segmentation rules that helped staff send communications that aligned with donor interests. Event capture was rebuilt to simplify entry and produce dependable reports. The result was a system that matched the way their teams already worked while creating space for future improvements.

Transformation in Motion

Staff can now segment donors with precision and reach audiences with meaningful communication. Leadership views the full grant lifecycle without extra effort from teams. Event records support planning and follow-up with a stronger level of detail. Engagement increased tenfold, and internal collaboration became easier because teams now speak the same language inside Salesforce.