Architecture & Complex Support

Products Used
Sales Cloud
MCAE (Pardot)
Nonprofit Cloud
Client
Foundation for Individual Rights and Expression
Since
2021
Location
Philadelphia, PA
Maintask has taken so much off of my team's shoulders. We are so happy with their services! I would highly recommend them to anyone who could use extra help managing their Salesforce. We have used plenty of consultants over the years, and it's a huge difference to have one that is proactive, knowledgeable, actually helpful, and does the work for you!
Ashley Adams
Director of Development
Client Profile
The Foundation for Individual Rights and Expression, formerly known as the Foundation for Individual Rights in Education, is a non-profit civil liberties group founded in 1999 with the aim of protecting free speech rights in the United States.
Challenge

With over 100 users, FIRE had long acknowledged the need for extensive Salesforce services. They had previously engaged a company to provide these services but were dissatisfied due to the lack of personalized service and the low level of attention received. Their quest for professional assistance often led to inadequate responses, commonly a link to a help article, if even that.

Solution

Maintask addressed this challenge with Support+ managed services package. This solution offers access to a prompt and proactive support team and includes comprehensive admin-level work from small field edits to complex flows and architecture assistance. This package allowed FIRE to elevate its Salesforce operations, leading to enhanced internal procedures and a better understanding of its revenue streams and programs. 

Results

A significant enhancement of FIRE's Salesforce capabilities.

- Added complex Salesforce capacity for a fraction of the cost. 
- Provided individualized onboarding training for all new employees working with Salesforce, so that they can focus on what matters most.
- Provided specialized architecture and best practices consulting. 
- Created a realiable way of managing and executing clean up processes for optimal data quality. 

More Case Studies.

Salesforce Implementation for Human Rights Foundation

The Human Rights Foundation faced challenges with manual processes in donor management, grant tracking, and fundraising operations. Maintask implemented Salesforce NPSP, migrating donor data, automating workflows, and enhancing reporting capabilities. The solution streamlined operations, improved donor engagement, and enabled HRF to scale its impact globally.

Hypercare & Salesforce Optimization

GemOne faced data inconsistencies, invoicing errors, and technical issues in their Salesforce setup. Maintask delivered hypercare support, stabilizing their systems, optimizing Sales Cloud, CPQ and Billing, and fixing inventory inaccuracies in Certinia. Tailored training for global teams improved tool adoption while streamlined invoicing enhanced cash flow. Maintask resolved critical issues within budget, restoring stability and enabling growth.

Greenfield Salesforce Implementation

The Woman’s Club of Minneapolis needed a complete Salesforce setup. Maintask implemented Salesforce CRM with NPSP, migrated data, and integrated systems like MCAE (Pardot), Office 365, and Wix. The solution streamlined membership and donor management, enhanced marketing automation, and improved operational efficiency, empowering the club to manage its growing initiatives effectively.

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