The problem
18 Salesforce instances, 400+ employees, and a growing knowledge gap
In 2020, the ALS Association unified 30+ chapters into a single national organization. But centralization came with growing pains with 18 different Salesforce instances, scattered documentation, and no consistency in how teams operated.
鈥淓very chapter had their own CRM, their own rules, their own way of doing things. Migrating all that into one Salesforce instance was hard enough, but making sure everyone used it the same way was even harder.鈥 鈥 Samantha Luke, Manager of Training & Support
- Massive change, limited bandwidth 鈥 Employees had to learn a brand-new, unified system while still serving the ALS community.
- Inefficient onboarding 鈥 鈥淭hese trainings were four straight days long 鈥 users just didn鈥檛 retain it.鈥
- Documentation overload 鈥 鈥淚t was a hardship for my staff to constantly update 40+ page SOPs every other week when a new update was made to Salesforce.鈥