Client Case Study: Shaw Trust
We catch up with Sally Goodger, Volunteer Manager for Shaw Trust to talk about their Salesforce journey, and share her tips for a successful Salesforce implementation.
“At Shaw Trust we believe that everyone has the right to inclusion and independence. We support our clients to turn this right into a reality through our work and disability programmes. We seek to educate and influence society to remove barriers and create opportunities for those at disadvantage. We also help to build supportive communities for a more inclusive society.”
What were the issues you were facing before Salesforce?
- Data being recorded via spreadsheets – this led to inefficient working practices, frequent corruption of data due to overloading the software and very limited and/or time consuming reporting.
- A lack of engagement opportunities between volunteers – our volunteers often offer their time with us in relative isolation from others doing a similar role. They provide client-facing support, but frequently come in at different times to other volunteers or do this via outreach. We wanted an online space that would enable them to connect with each other.
- Data security – this was limited again by the platforms we used; we wanted a secure platform to hold all our volunteer data but also one that had the flexibility to be used by multiple staff across the organisation and Lead Volunteers.
Put simply, it met the criteria above. We also liked the fact it is a popular platform used across multiple sectors, as this means staff who become familiar with using it in our organisation are also boosting their CVs. The online Trailhead training provided by Salesforce is also a huge bonus – it allows staff to learn at their own pace, but also keep developing.