Hear from National Geographic Society on their transition to Salesforce to rebuild and refine their engagement, grants management, and operations.
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Pushing Frontiers with a Successful Transition to Salesforce
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, Senior Director, Data Products, National Geographi Society
, Solutions Engineering, Director, Cloud for Good
Role: Marketing, Executive
Industry: Nonprofit
Product: Agentforce Marketing, Agentforce Nonprofit
Topic: Customer Relationships
Session Level: Beginner
Session Type: Theater
Session Summary: This session highlighted how National Geographic Society transformed their grantmaking process using Salesforce Nonprofit Cloud, consolidating multiple systems into a unified platform to improve efficiency and user experience. By leveraging Experience Cloud, Marketing Cloud, and Tableau, along with custom integrations like media asset management with Amazon S3, they created a seamless interface for explorers to manage applications, reviews, and funding requirements. The migration from their previous system not only addressed performance limitations but also enabled the organization to embrace standard Salesforce functionality, reducing complexity for users while maintaining robust processes. This implementation also fostered collaboration between technical and non-technical teams, ensuring the solution was mission-driven and tailored to the needs of all stakeholders, including program officers and explorers, to achieve greater impact globally.
Key Takeaways:
• National Geographic Society used Salesforce Nonprofit Cloud, Experience Cloud, and Marketing Cloud to streamline their grantmaking process into a single unified interface for explorers, reducing fragmentation and improving efficiency.
• The integration with tools like Tableau for business intelligence and an Amazon S3-based media asset management system allowed the organization to handle large-scale data, including petabytes of media, while maintaining cost efficiency.
• Collaboration with implementation partners and internal teams ensured the solution was aligned with mission goals, with a focus on using out-of-the-box Salesforce functionality before customizing to meet specific needs.
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