New Leaders for New Schools

New Leaders, a national non-profit organization that recruits and trains outstanding urban school principals, needed to track participants from application through the program lifecycle. The organization had been using another solution that was difficult to manipulate and expensive to maintain and their reports were often out of date and inaccurate. They wanted an affordable and flexible solution that could be easily customized to meet their program needs.

New Leaders chose Salesforce CRM for its flexibility, point-and-click customization, and, with the Foundation’s Power of Us program, its affordability. With assistance from Salesforce nonprofit partners Exponent Partners and Idealist Consulting, New Leaders deployed Salesforce CRM for program recruitment, admissions, and principal data tracking in just 3 months. A fundraising system was rolled out concurrently and took only 6 months to complete. Program applicants use a customized Salesforce CRM Customer Portal to upload admissions materials. Custom tabs support additional processes including donation payment processing, program participant placement, and school achievement data tracking.

With the cloud-based Salesforce CRM solution, New Leaders has reduced annual systems maintenance costs by 85% by making their program recruitment and admissions processes more efficient giving their employees more time to analyze data and focus on program strategy. Salesforce dashboards give access to reliable, real-time recruiting, application, and fundraising metrics, and workflow automation keeps applications moving quickly through the approval process. Program participants are now tracked through the complete program cycle, for more detailed measurement and increased program effectiveness.