Case Studies

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Canal Alliance Optimizes Salesforce with Managed Services Plan

Canal Alliance is a nonprofit organization whose mission is to support Latino immigrants and their families on the path to stability with legal services, educational and career programs, and social services. They rely on Salesforce to manage their fundraising efforts, program data, and communications with donors. After upgrading to the Nonprofit Success Pack (NPSP) from NGO Connect, a Salesforce fundraising app that was retired in January 2023, they realized the migration had left them with data that was scattered or lost. They realized they needed help with the administration side of their org in order to use their data effectively. They were referred to DB Services, who took over admin tasks, completed small projects, handled support tickets and urgent requests, and made ongoing improvements to their system.

The Challenge

After upgrading from NGO Connect to NPSP, Canal Alliance was left with scattered and lost data that made it difficult to maintain accurate records. Many of their employees didn’t use Salesforce as it didn’t meet their needs, leading to inconsistent data. After transitioning to a hybrid work model due to the pandemic, the physical separation of the employees created working silos. Turnover became challenging because processes were inconsistent and Salesforce wasn’t being used to its full potential.

The Solution

The DB Services team helped Canal Alliance improve their data accuracy and their system by providing ongoing support by managing day-to-day admin tasks, handling support tickets, responding to urgent requests, and optimizing their system. In addition, they were able to simultaneously work on smaller projects to improve the Salesforce org. 

The Results

Now, Canal Alliance has a single source of truth for their data, allowing for accurate and reliable data for decision-making and reporting and for better collaboration between employees. DB Services’ support also led to increased adoption of Salesforce across the organization, which also made onboarding and offboarding much easier.

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