“We implemented Salesforce in 2016 as part of a long term strategic effort in an entire system update/integration project. We were already seeing huge benefits from Salesforce, and during this past fiscal year, the accounting system was our next step after several other integrations (LMS, member community, mobile app, event registration system, etc). Our goals were to improve efficiency, visibility, automation, etc. Aligning our accounting, donation, chapter, student, alumni and inventory information into one place would take our success a step further. We needed to streamline reporting, and diversify the way we could view our data.”
Brian Parker, Chief Operating Officer, Education Organization
