After multiple attempts to implement CRM were unsuccessful, JDRF turned to Heller Consulting to lead system design, configuration and the overall project. Here’s how the Heller team helped JDRF tackle their challenges: • Created a CRM strategy and system design to get JDRF’s project back on track • Helped JDRF extend their use of Salesforce.com beyond fundraising to program management, volunteer management, and more • Created documentation and training materials and provides ongoing services when JDRF needs an extra hand with training, project management, and system administration • Simplified technology — JDRF has a unified system that’s easier to use and support for managing data and processes across the organization’s national office and chapters. • Consistent co ns

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