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Tracking ReadyTalk's corporate philanthropy? There's a Salesforce app for that!

Posted by Susan Ulrich on
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Corporate philanthropy has been one of ReadyTalk's core values from the very beginning. As part of our employee benefits package, each year every employee is given 20 hours of volunteer time as well as up to $500 in matching non-profit donations. In addition to those benefits, our Charitable Contributions Committee manages up to $20,000 per quarter in corporate giving to our employees favorite charities as well as helping to facilitate group volunteer opportunities open to our employees.

Unfortunately, for some time these amazing benefits were only anecdotally tracked by our accounting team and department managers. As ReadyTalk's CRM Manager, I saw an opportunity and created an app for our committee to both track and analyze how are employees are using these benefits right within our salesforce.com instance.


Now, we have a tool that records both committee and employee matching donations, volunteer hours and even donated services all in one easy format.  We've improved communications between departments via workflow notifications, eliminating the need for extra paperwork. And we can communicate back to everyone where they are with giving and volunteering year-to-date reminding employees of these great benefits and giving them opportunities to use them. We even have a dashboard to show our committee metrics at a company level! This has come in very handy for our PR team because they use this data to share with the media and for awards.

I love that ReadyTalk takes corporate philanthropy to heart. And I loved being able to add value to something outside of our everyday business process.

Editor's Note: Interested in learning more about how Susan created this app? She'll be joining the ReadyTalk team at Dreamforce. If you haven't registered yet, use code ECMRDYTLK to recieve $100 of your register.   

 


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