Streamlining Resourcing with Salesforce Nonprofit Success Pack

The Coastal Way in Action

Trusted Advisor: From the outset, Coastal became a partner, not just a vendor. Our experience with similar organizations ensured a solution tailored to PSWD-LCMS's unique needs.

Emphasis on Training: Salesforce's power is amplified when users are confident. Coastal's focus on knowledge transfer empowered PSWD-LCMS staff to excel.

Challenge

Scattered Data and Inefficient Staffing Hindered Ministry Support

The Pacific Southwest District Lutheran Church Missouri Synod (PSWD-LCMS) oversees a vast network of 300 churches and 150 schools. Their mission faced serious obstacles: critical information like church and school worker contact details, church and school status, historical data and more was trapped in a tangle of spreadsheets and makeshift databases. This chaos made their prime mission of effectively resourcing churches, schools and church workers incredibly time-consuming and prone to errors.

Solution

Salesforce Nonprofit Success Pack as a Unifying Force

PSWD-LCMS recognized they needed a powerful, centralized database—and an expert guide to make the most of it. Coastal's deep understanding of faith-based organizations and extensive Salesforce expertise made us the ideal partner.

Coastal tailored Salesforce's Nonprofit Success Pack into a custom data hub for PSWD-LCMS. This solution not only streamlined information management but transformed their processes and provided a centralized database of record. It replaced the disjointed steps in communicating with providing resources to its constituents with a fluid, intuitive system, enhancing district-wide visibility into those it serves. Plus, the ability to manage region-specific details and outcomes elevated PSWD-LCMS's overall service to its community.

Results

Mobile Empowerment, Faster Placements, Renewed Focus

Field Ministry Made Smoother: Staff visiting congregations or schools can now instantly capture notes, contacts, and tasks on their mobile devices. This information is accessible across the organization, eliminating knowledge silos and lost conversations.
Connecting Talent with Need: The time and effort needed to assist ministries in identifying and placing the right people in ministry roles has been significantly reduced. PSWD-LCMS can draw upon its network, fostering growth from within.
Time Regained for Mission: Coastal Cloud's adaptable solution has freed PSWD-LCMS staff from tedious data wrangling. They now have more hours to invest in fulfilling their mission of supporting spiritual growth and education.

Coastal is the #1 rated Salesforce consulting firm, 100% focused on customer success. From strategy to platform evolution, we're the Salesforce consultancy you'll love working with.

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