![yukonpartners yukon partners](https://redpathcg.com/wp-content/uploads/2021/11/yukonpartners.png)
The Challenge
Though Yukon was able to self-implement Salesforce, they quickly outgrew the out-of-the-box functionalities, and needed outside support. They presented the challenge of tracking team goal and milestones, and managing info on contact touch points with opportunities.
![success-stories-thumb Salesforce implementation for nonprofit organizations Redpath Consulting Minneapolis MN](https://redpathcg.com/wp-content/uploads/2022/02/success-stories-thumb.jpg)
The Solution
To help them take their Salesforce experience to the next level, Redpath carried out the following:
- Built out a customized data model, including standard and custom objects and fields to reflect unique business needs.
- Implemented Rollup Helper (AppExchange App) to tie together complex related data
- Created dozens of Reports and Dashboards which are customized for the team in various ways: Leadership, sales team, and individual users can see information at each level.
- Visualize progress on raising money for different funds.
- Reports and dashboards are emailed to users to keep important information front and center and drive workflow.
The Results
As a result of our partnership, Yukon was able to achieve more than ever with Salesforce, realized the following outcomes:
- Reports and dashboards help Yukon forecast deals, manage pipeline, and give visibility into what each salesperson is working on.
- Data in one place, and one source of truth.