One Accord for Kids, a West Texas organization focused on providing stability and permanency for foster children, faced significant challenges managing its data, vendor communications, and metrics with limited resources. To streamline operations and enhance their mission, One Accord partnered with The CRM Firm (CRMF) to implement a Salesforce-based solution. This included transitioning their virtual Heart Gallery to Salesforce for real-time updates, creating a more efficient physical Heart Gallery setup, and automating critical processes such as reminders and notifications. These technological advancements allowed One Accord to better serve the foster community by improving outreach, reducing manual tasks, and ensuring timely actions.
Capital Wealth Advisors: Financial Services
Capital Wealth Advisors (CWA), a financial services firm, sought help from The CRM Firm (CRMF) to optimize their inefficient and manual Salesforce...