Trane Technologies will support Dress for Success Charlotte in enhancing and improving accessibility of their Salesforce.
Dress for Success Charlotte (DFS), one of more than 150 affiliates in 30 countries, was founded in 2000 and currently works in partnership with 80 Referral Agency Partners. In 2019, more than 800 women were referred to Dress for Success Charlotte for job preparedness, job acquisition, employment retention, financial education, and career advancement programs and services. 86% of these clients with children are single head of household and 10% are parenting grandchildren and/or next of kin. Key programs include interview and employment suiting, a professional women’s group, a job acquisition program, a fully equipped career center, computer skills training, and financial education.
DFS would like to leverage and expand the Salesforce instance implemented by their partner affiliate in Raleigh to enhance client interaction and data collection. A primary goal of this optimization is to allow clients independent access and navigation through service offerings. Dress for Sucess currently manually handles client interactions, which requires Referral Agency Partners to spend extended periods of time communicating with individuals via email, in-person, or over the phone. The organization hopes to provide clients with Salesforce access to create and manage their own Dress for Success user profiles, check-in with Referral Agency Partners, schedule appointments, see job boards and upload resumes. Additionally, DFS seeks to collect data and track the history of client interactions.
A team of skilled volunteers from Trane Technologies will partner with DFS to help them enhance their Salesforce and make the build available to regional and national DFS affiliates. The scope of this project is for volunteers to review DFS current processes around client interaction and communication, collection and documentation of client data, and services and programs to determine how to best leverage and enhance the DFS Raleigh Salesforce instance and then implement into a new optimized Salesforce instance.
This team will carry out the project in two phases. Phases of this Salesforce optimization will include Salesforce nonprofit registration, which Apparo will assist with, a review of the Raleigh affiliate’s Salesforce instance, formatting of client, donor, and volunteer data, updates to DFS website login, and new Salesforce integrations.
- Volunteer Team: Trane Technologies
- Mark Phillippi
- Cole Burkhart
- Jennifer Hicks
- Scott Urbanski
- Dress for Success Nonprofit Team:
- Kerry Barr O’Connor
- Pam James
- Sally Ganz
- Fontella McKyer
- Kristina Aquilone
- Project Sponsor: Steve Hagood- Trane Technologies
- Change Agent: Alicia Melton, Hylaine