NDI New Mexico
About NDI New Mexico
NDI New Mexico uses the power of music and dance to help children develop discipline, a standard of excellence, and a belief in themselves. These tools will carry over into all aspects of their lives.
To accomplish this, NDI New Mexico has to move mountains. The organization offers public school-based outreach classes, summer dance camps, advanced afterschool training and more. NDI holds multiple large fundraising galas each year and showcases thousands of children during each weeks-long performance series.
NDI New Mexico needed a database that could move forward with the organization. Fundraising and other departments needed to grow more sophisticated in their data strategy. NDI chose Salesforce as their tool and KELL Partners as their team. What resulted was an extreme reduction in reporting time, a huge improvement in their fundraising team's effectiveness and accountability, and a total transformation in the organization’s use of data.
NDI New Mexico's Goals
- Manage data strategically
- Reduce reporting time
- Develop tools for collaboration
- Monitor internal metrics
NDI New Mexico wanted to get organized about its collection and use of data. That’s no small task when you touch the lives of so many children, families, dancers and donors.
Navigating a Universe of Apps
When NDI New Mexico made the leap from an Abila CRM to Salesforce, KELL provided advice on how to design a system around their requirements and structure. There’s an overwhelming wealth of Salesforce apps out there. KELL has direct experience with a lot of them, so we made recommendations, such as Drawloop Document Generation to perform merges and Apsona for data loading and multi-step reporting.
A special challenge was NDI’s fundraising model, which departs somewhat from Salesforce’s native structure. NDI looks at their accounts from the perspective of households, rather than individuals. To resolve this issue, KELL installed Campaign Companies to give NDI New Mexico the flexibility they needed in their Salesforce instance.