Business Summary
The Baden-Badener Unternehmer Gespräche (Baden-Baden Entrepreneur Talks - BBUG) faced the task of transferring its member, alumni and event data from an outdated database system into a modern CRM solution. Discrepancies between various data sources and numerous manual work steps made a fundamental renewal of the digital infrastructure necessary.
As part of a comprehensive consulting project, dotSource evaluated suitable systems and recommended the implementation of Salesforce Sales Cloud as the central CRM. Today, the new solution forms the basis for consistent data management, automated processes and the strategic further development of the alumni and nomination platforms.
Client | Baden-Badener Unternehmer Gespräche (BBUG) |
Sector | Non-profit |
Technology | Salesforce Sales Cloud |
Focus | Customer Relationship Management (CRM) |
How BBUG Benefits from Salesforce CRM
after replacing the old database system
thanks to consistent CRM data structures
through defined processes and automation
for nomination and alumni portals
with a modern, scalable Salesforce solution
Project Overview
About BBUG
The Baden-Baden Unternehmer Gespräche e.V. (BBUG) is a network of executives and entrepreneurs that promotes dialogue on economic and social issues. In addition to active members, alumni play an important role in maintaining a long-term connection to the network. Events, nominations and contacts are key building blocks of this collaboration.
Initial Situation
Before the project began, BBUG managed member, alumni and event data in an outdated database system as well as in other separate data sources. This evolved structure led to inconsistencies in the data and a high level of manual effort in maintenance and analysis. At the same time, the need for a modern CRM solution as a central foundation for further digitalisation grew.
Challenges
In the project, the existing data landscape had to be transferred in a structured manner to Salesforce Sales Cloud while taking into account the different requirements of members, alumni and event management. Discrepancies between data records had to be resolved and clear processes for maintenance and use established. In addition, the new system was intended to create a solid basis for future nomination and alumni platforms.
A Structured CRM Implementation: Integrating Data, Processes and Platforms
System evaluation and consulting
BBUG and dotSource analysed requirements and existing data structures, in order to identify a suitable CRM solution. On this basis, Salesforce Sales Cloud was recommended as the central system.
Concept creation of the data models
The relevant entities for members, alumni and events were clearly defined and mapped in Salesforce. This resulted in a consistent data model as the basis for further use.
Migration of existing data
Data from the old database system and other sources was cleansed and transferred to Salesforce Sales Cloud. This means BBUG now has access to a centralised, up-to-date data base.
Process design for maintenance and use
Together, workflows were defined for data capture, updating and analysis in the CRM. This reduces manual work steps and ensures transparent responsibilities.
Integration of nomination and alumni platforms
The new CRM structure was designed to support the planned platforms for nominations and alumni. This gives BBUG a robust foundation for future digital services.
Training and enablement of the teams
Responsible employees were trained in using Salesforce Sales Cloud. This enables the team to use and further develop the system independently.
CRM as a Solid Foundation for Further Digitalisation
With Salesforce Sales Cloud, BBUG now has a modern foundation for the central management of member, alumni and event data. Consistent data structures and clearly defined processes make day-to-day work easier while also creating a robust basis for future digital platforms. Together with dotSource, this resulted in a future-proof CRM solution for the further development of the network.
Benefit from a Modern CRM
- Centrally available contact data for consistent processes and better collaboration.
- Clear structures in data management as the basis for sound decisions.
- Less manual effort through standardised processes and automation.
- A scalable platform for future requirements and digital extensions.
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