Streamlining Program Management with Salesforce: UpRising Leadership – UK

UpRising Leadership is a UK organisation that aims to open up the pathways to leadership for talented young adults (16-25 yrs) from diverse and underrepresented backgrounds.

As a small organisation, UpRising is constantly seeking to reduce administration and overhead costs as well as market and communicate more effectively with its stakeholders. For funding, it relies on Trusts and Foundations, public donations and the government, however managing these engagements while keeping on top of its growing portfolio of programs has been challenging.

Management knew it needed to invest in a technology solution that would provide a 360 degree view of all its stakeholders and one that’s flexible enough to meet the needs of its programs too. They also wanted a solution that would integrate with their finance system – Salesforce proved to be the right solution to tackle all these requirements.

“I am delighted that we have taken the step to embed Salesforce as our CRM,” said Alice Memminger, CEO, UpRising. “Salesforce is already making a huge difference to how effective and efficient we can be.”

Getting Insights on Programs

With 30 programs running every year across 8 locations, UpRising is always recruiting. Working with Salesforce.org Impact Partner, Economic Change, they developed a solution which gives them an in-depth view of program participants and unique insights across their programs which they can now use to develop those programs and also to satisfy funder requirements.

“We have embedded Salesforce into our national and local programme management, creating a rigorous management system that allows us to track our key performance indicators and monitor the progression of our programmes across the year,” said Karl Hankinson, Director of Programmes and Operations, UpRising.

“From the very first contact, a young person’s journey with us is tracked and stored, from their initial expression of interest through their engagement on the programme; from the opportunities they take part in as an alumnus to their future contribution back into the programmes as a speaker, mentor or volunteer.

“This allows us to report accurate data on key outputs and outcomes such as volunteer hours, alumni contribution, number of speakers, improvements in skills and advancement into leadership positions.”

Streamlining Financial Management

With success in moving Program Management over to Salesforce, UpRising also rolled out Salesforce for its Human Resources and Finance functions. This has proven to reduce administration significantly and will lead to cost reductions in bookkeeping time and costs.

“We are now using Salesforce to assist project managers with management accounting and to monitor the grant reporting deadlines. It has been invaluable in a nationwide, fast moving charity like UpRising.”

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