Non-Profit Data Management and Salesforce Integration

Project Overview: Led the development of a customized Salesforce CRM ecosystem for a non-profit organization to enhance data governance, improve decision-making, and boost funding opportunities.

Key Deliverables:

Customized CRM Deployment: Tailored the Salesforce architecture to align with the organization's workflows and data needs.

Data Governance & Privacy: Established rules adhering to CCPA, GDPR, and HIPAA for secure data management.

Empowering Users: Created training resources to enable internal teams to utilize the platform effectively, reducing reliance on external vendors.

Results & Impact:

Secured organizational data with robust governance measures.

Enhanced reporting and data capabilities for informed decision-making.

Increased funding through data-driven marketing narratives.

Skills & Tools: Salesforce Development, Data Governance, Privacy Compliance, Workflow Analysis, Agile Methodology, Change Management.