Charity Retail Association
CyberRisk Alliance provides business intelligence that helps the cybersecurity ecosystem connect, share knowledge, accelerate careers, and make smarter and faster decisions. Through our trusted information brands, network of experts, and innovative events, we provide cybersecurity professionals with actionable insights and act as a powerful extension of cybersecurity marketing teams.
- Community, Events and Marketing Solutions
- United States
- Cybersecurity and Risk Management
Challenge
Over the years, the NPO has used other CRM systems to manage its operations. However, the system posed certain challenges:
Limited Customization Options
Only the sales team used the system, and even they struggled with entering meaningful data.
Integration Difficulties
The platform was cumbersome, leading to inefficiencies.
Lack of Flexibility
Marketing and fulfillment teams had no visibility into the data they needed.
Inefficient Reporting
Most teams relied on spreadsheets, leading to duplicate and inconsistent information.
Solution
Sweet Potato Tec partnered with CyberRisk Alliance to deliver a transformative Salesforce solution that addressed their challenges and set them up for future success.
Key actions included
Stakeholder Engagement:
Understanding the unique needs of sales, marketing, and fulfillment teams to ensure alignment.
Platform Migration and Transformation:
Moving from the outdated system to Salesforce while revamping processes to improve adoption and functionality.
Customisation and Integrations:
Tools for accurate forecasting and scheduled revenue management.
Integrations with key platforms such as Marketo, Sage Intacct, and Snowflake for seamless data flow.
Training and Support:
Equipping teams with the knowledge and tools needed to fully leverage Salesforce capabilities.
Result
CyberRisk Alliance has experienced a remarkable transformation
Enhanced Collaboration:
All teams, including marketing and fulfillment, now have access to shared data.
Improved Efficiency:
Tools for forecasting and streamlined workflows eliminated the reliance on spreadsheets.
Future-Ready Systems:
Integrations with key platforms ensure scalability and adaptability.