Salesforce Implementation – TLCBD

Case Study

Tenderloin Community Benefit District

About Client

A Community Benefit District (CBD) is a formally recognized assessment district managed by a non-profit organization dedicated to improving the quality of life in a defined region. Typical CBD services include sidewalk cleaning, trash removal, safety ambassador patrols, beautification, and advocacy for policies and projects that will benefit the district. The services provided by CBD’s supplement services provided by the City.

INDUSTRY

Community Benefit District

PROJECT

Salesforce Implementation

WEBSITE

PROJECT GOALS

This year, the Tenderloin Community Benefit District is calling on District Property Owners to vote to renew and expand the Community Benefit District in 2020.

CHALLENGES

Persuade at least 30% of Property Owners to vote Yes on first the petition to renew the District, and then the official ballot.

  • 800+ Properties
  • 500+ Owners
  • 1 Petition threshold
  • 1 Ballot threshold
  • 1 spreadsheet
  • Many calendars
  • Constant tabulation of votes

HOW WE HELPED

Bring TLCBD property, ownership, and vote calculation into a central and accessible platform – District360. Once in place, create a custom campaign to enable the team to strategically organize and manage the push for 2020 Renewal.

Bring TLCBD’s master spreadsheet of properties, ownership account and contacts, vote calculations, etc. into a relational database in the cloud.

Create a mechanism to sum votes allotted to each Property, and thereby Property Owner and create a way to aggregate and rank Property Owners by their number of votes.

Lobby and track – TLCBD staff leveraged activity tracking to organize outreach and lobbying efforts.

Use the 2020 Renewal Campaign dashboard to strategically manage, measure and rock towards campaign milestones.

OUTCOME

Efficiency

  • Up-to-minute, accurate calculations
  • Easy prioritization of high-value targets

  • 360 degree view of strategic engagement

Access

  • Transparency across the team
  • On-the-go, interactive access
  • Shareable dashboards and reports

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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