The Client
Every week, 38 kids pass away from cancer. Children’s Cancer Research Fund wants to stop this, so we support the brightest and boldest minds whose groundbreaking research is leading to better treatments and cures. We are also dedicated to funding vital support services that help kids and families as they navigate the difficult experience of cancer treatment and survivorship.
The Challenge
Children’s Cancer Research Fund (CCRF) had initially collaborated with another partner, but was unfortunately left with significant complexity that lacked documentation and adequate training for their staff.
That combination meant that they didn’t know how to efficiently utilize the system that had been set-up for them. So they went looking for a long-term implementation partner to help build capacity and focus on continued enhancements.
In addition, due to the complexity of their system, much of the information was disorganized or inaccurate, and they faced a backlog of data that needed to be imported along with requiring an established process for future imports.
The Solution
Redpath initiated a Strategic Support agreement with CCRF in the fall of 2022. To ensure success of this collaboration, Redpath created and delivered weekly training sessions tailored to various teams, aligning the topics when appropriate. To facilitate ongoing training beyond the engagement period, comprehensive documentation and how-to guides of their automations, flows, and other custom features were developed.
During the data review process, Redpath conducted a cleanup to address data skew issues, enhance field data formats within checkboxes and picklists, and recategorize soft credits to show the cumulative impact of a household over its lifetime. In addition, the Apsona dedupe tool was used to eliminate duplicate contacts and accounts. The optimization of data storage and reporting through reports and dashboards significantly improved the efficiency and cleanliness of data utilization for the CCRF team.
Recognizing CCRF’s use of Marketing Cloud for marketing initiatives, Redpath updated the system to categorize email opt-outs accurately, providing an exact list of donors to target in outreach efforts.
The Results
Through our dedicated commitment to training and documentation throughout this collaboration, both user and admin capabilities experienced a substantial boost, contributing to heightened confidence and an overall enhanced understanding of the system.
Addressing the significant challenge of data cleanup, our efforts not only improved the storage infrastructure but also elevated the analysis of data through carefully designed reports and dashboards. This optimization resulted in a more efficient and cleaner utilization of data by the CCRF team, allowing them to redirect their focus from navigating through messy data to more productive tasks, ultimately saving valuable time.
Furthermore, the strategic pairing of accurate and accessible data with a precise list of donors within their Marketing Cloud instance showcases the transformative impact of our Managed Services. This strategic alignment enables the CCRF team to target accounts with precision, avoiding the waste of time and resources on supporters who are no longer interested. Our proactive approach as an implementation partner, coupled with the efficiency of our Managed Services, not only resolves challenges but also empowers organizations like CCRF to optimize their operations and strategic outreach.
“After one year of trial and erroring our Salesforce platform, we knew we needed the resources Redpath provided to help us accelerate our progress. They had several paths for us to consider and we have made a lot of progress in user adoption and building the tools we need to efficiently carry out our mission.”
– Stacey Neske
Operations Manager
Children’s Cancer Research Fund
Nationally Recognized, Trusted Salesforce Partner
