AdventHealth University (AHU), produces skilled medical professionals by instructing them in methods to care for the whole person – body, mind, and spirit. AHU’s sister organization, AdventHealth, is the largest healthcare provider in Central Florida.
GO LIVE DATE:July 2018
As a long-time customer of Goldmine, AHU needed a better way to manage alumni data and adapting their current system would require significant investment to expand and modernize its capabilities. VALiNTRY was able to demonstrate that Salesforce would provide user friendly reporting, interoperability, and access to other alumni data sources that they were looking for.
VALiNTRY developed a Proof of Concept of the recommended Salesforce configuration to help AHU understand that Salesforce could:
Create a new system of impact vs simply a system of record
Visualize the customer's existing data and make informed decisions based on it.
Enable more accurate record keeping to improve communication, fundraising, continuing education, and accreditation for their alumni network that spanned 25 years.
Ultimately, AHU chose Salesforce as the more desirable and advantageous solution for their needs and VALiNTRY was chosen to conduct the implementation.
The Pilot Program included:
Set up of Organization, Accounts, Contacts, Roles, Profiles, and Standard Reports & Dashboards
Data Configuration & Migration (ETL)
Identify and Track Opportunity Management
Activity & Relationship Tracking
Outlook Integration / Projections
Platform Testing / User Training
With implementation and configuration complete, AHU continues to see value in their new success platform. Other successes include:
Improved staff satisfaction based on ease of use of the system
AHU was able to craft a full 360 view of each alumni after graduation
AdventHealth University is now able to better visualize and make data driven decisions to with Salesforce’s flexibility reports and dashboards
With a fully integrated platform, AHU is now able to connect with alumni including surveys, emails, and events
Exceptional team, project was completed in record time and it meets all of our needs. I am always confident that…the team will solve any issue that arises. [My consultant] is wonderful to work with, he is very knowledgeable, and I am grateful that he is able to communicate technical issues in language that is easy for me to understand. In addition he never makes me feel stupid, even when I may be asking stupid questions. The entire team has made what I expected to be an extremely difficulty project seem very easy.
Director, Alumni Relations
Ready to Create Your Own Success?
We love helping clients successfully implement and configure Salesforce products like Health Cloud, Sales Cloud, Pardot, and more. And we've had a lot of experience doing just that. So let's connect and discuss how we can help you!