Case Study
Optimize database and implement tools for campaigns
Unified, live database and robust campaign tools boosted efficiency and streamlined processes, improving the effectiveness of custom campaigns.
engagement type
Managed Services
product
Sales Cloud
industry
Business Improvement District
The Tenderloin Community Benefit District (TLCBD) is a non-profit organization dedicated to improving the quality of life in the Tenderloin community in San Francisco, California.
Overview
- Key Challenges: Unstructured database, no custom campaign
- Key Solutions: Unified, live database; robust campaign tools
- Key Impact: Boosted efficiency; streamlined processes
challenges
- Unstructured and scattered database
- Inability to create custom campaigns
- Poorly implemented tools for campaign management and planning
Solutions
- Centralized, dynamically updated, easily accessible database — leading to more accurate actionable information
- Trained staff on leveraging new database to accurately organize outreach, maximize lobbying efforts, use built-in mechanism to count votes and rank properties
- Implemented robust campaign management tools via dashboards and reports to efficiently manage renewal campaigns
Impact
- Boosted efficiency: improved process flow and accessibility of data, organized responses, reduced turnaround times, improved prioritization of high-value targets and enabled the running of specialized campaigns and communications
- 360° overview of activity and engagement: streamlined overall process, boosted visibility into outreach and campaigns