The Cincinnati Boychoir is one of Cincinnati’s oldest and most beloved musical organizations for young people. Several thousand boys have passed through its ranks. From its start in 1965, the ensemble has grown into one of the most respected boychoirs in the world.

Problem

Cincinnati Boychoir implemented a custom Salesforce instance shortly before undergoing a significant leadership transition, leaving behind little-to-no documentation or training, confusing automation, and no knowledgeable administrator.  Their only solution seemed to be dumping data and starting over.  They turned off functionality because they didn’t understand what they had, and it was more trouble to use than not. A lack of marketing functionality left them sending postcards with printed URL’s pointing to their website.

Solution

Cincinnati Boychoir needed a partner to reactivate and understand their system. They wanted a partner who could also act as an extension of their team. They found Cloud Next Level through professional connections with the first-hand experience of our work and ability.

Cloud Next level was able to reactivate the Cincinnati Boychoir Salesforce system, evaluate their initial implementation and move forward with a business plan, which included:

  • Automating marketing
  • Training
  • Managed Services Assistance
  • Documentation of all processes

“My experience with Cloud Next Level has been exceptional. Kendra and the team have been proactive and extremely professional in their approach to our project: they were quick to assess the state of our existing instance, make early and impactful changes, suggest new processes that will make my work more efficient, and document our progress in a way that has exceeded expectations.”

Katie MacDonald

Executive Director

Process

  • Discovery – CNL approached the project as if it were a new implementation
  • Automation – We automated what was created but not used
  • Training – Staff received data management training using their native functionality and additional Apps from the App Exchange
  • Marketing – We identified what they should be taking advantage of and added a marketing automation tool with email templates, campaigns, and enhanced letterhead.
  • Forecasting – A clear path for capitalizing on incoming leads and data was created.
  • Documentation – Sustainability was created through process documentation.

“We’re looking forward to future projects with CNL to take their work to the next level for our organization. Plus, they’re just great people to interact with. I couldn’t be happier with their level of service and expertise. I wholeheartedly recommend CNL and already have to a partnering organization!”

Katie MacDonald

Executive Director

Results

Quick Win Early in the engagement – Within the first two weeks of working with CNL, Cincinnati Boychoir gathered valuable feedback from their client base by leveraging their marketing tools that CNL helped to integrate and set up.

Time-Saving Metrics – Reduced time spent on repeatable, manual data tasks by approximately 90%.

Optimizing Tech Stack – By evaluating and fully integrating applications with Salesforce, they are able to leverage Salesforce as the single source of truth. They can see a Marketing to Potential Donors Journey, which has led to increased engagement.

Staff savings – Within the first two weeks, CNL provided training to expand the team’s skills. Work is now distributed across the team, and each team member can work autonomously and efficiently.

Donor and Member Data cleanup – By leveraging tools CNL introduced, they have been able to scrub and update the email database to provide confidence in the data.

Marketing Campaign Performance – By cleaning up the data and leveraging the tools at hand, marketing campaigns are at or above their peers by 3X.