Case Study

Community Resource Exchange: Realigning Salesforce with Mission-Driven Impact

Client Overview

Community Resource Exchange (CRE) is a nonprofit coaching and consulting organization with expertise in organizational development and change management. CRE collaborates with nonprofits to strategize, navigate shifts, develop and empower their leaders, and garner the support they need to maximize impact in their communities. CRE believes that by championing nonprofits, we co-create a better future for all.

The Challenge

CRE used Salesforce for many years, but over time, the platform setup no longer matched its evolving operational needs. Several key challenges emerged:

Decreased adoption and lower reliability of data due to system complexity
Inefficient processes that led to limited management visibility into key business metrics
Staff finding alternatives to complicated data entry by using spreadsheets for specific tracking needs and data insights
Need for better alignment between Salesforce functionality and mission-driven operations

CRE needed more than a system refresh — it needed a thoughtful partner who could help realign Salesforce with its mission and way of work.

The Acquis Approach

Acquis’ Salesforce team began with a series of collaborative workshops to deeply understand CRE’s workflows, challenges, and goals. The team helped identify organizational needs and analyzed the existing system design to suggest improvements that would ensure Salesforce functionality matched existing business processes.

Building on this foundation, Acquis provided a clear and actionable roadmap to transition CRE from its existing Salesforce setup to a more strategic and scalable solution. Acquis rebuilt the Salesforce instance using the Nonprofit Success Pack (NPSP), optimizing it to align with CRE’s day-to-day operations and long-term goals.

This comprehensive approach included:

User-friendly system design with comprehensive staff training to ensure adoption and effective use across the organization
Redesigned structure to improve reporting of funding data and grant management
Enhanced business pipeline management and progress tracking capabilities
Improved staff capacity monitoring and report generation

Results, Value, and Impact

With Acquis’ support, CRE transformed Salesforce from a burdensome tool into a core part of our infrastructure.

Improved key reports to enable real-time insight into business pipeline, projects, program areas, and impact

Added functionality provides more visibility and tracking options for funder data and staff capacity

Staff engagement with the platform has significantly increased, driving better data and decisions

Through this collaboration, CRE established a strong foundation for continued growth, enabling the organization to enhance operational efficiency while supporting its mission-driven objectives.

Ready to unlock the value of your Salesforce investment? Connect with us →