The right information isn’t useful if you can’t find it. The donor relations team at a girls’ education nonprofit recognized that key donor information was buried amid cluttered Salesforce page layouts. There were too many fields – many redundant or irrelevant to common record types. Coordinators couldn’t reply to donor questions promptly. As a nonprofit that relies on generous contributions from supporters, any barriers to relationship building are detrimental. With the help of #DreamDesigner Shahida Robertson, the nonprofit got a page layout makeover that reduced the field count by 40%.
Let’s see only what we need to see, when we need to see it.
Shahida Robertson Senior Consultant, Slalom
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