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Case Study

NephCure's Integration of Salesforce and HubSpot Enhances Stakeholder Engagement and Support

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Enhanced processes

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Enhanced personalization
POWERFUL PAIR:
Unifying Salesforce and HubSpot for Non-Profit Success
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The Client

 

NephCure Kidney International is a nonprofit organization dedicated to the awareness, treatment, and cure of kidney diseases. With a focus on rare and genetic causes of kidney diseases, NephCure supports patients, families, and researchers worldwide through advocacy, research funding, and community building.

The Challenges:

  • NephCure was experiencing difficulties with the implementation of Salesforce as their CRM, finding it challenging to integrate the system effectively within their organization.
  • They needed assistance in encouraging employee adoption of the Salesforce Non-Profit Success Pack.
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The Solution:

  • CRM Optimization: Optimized Salesforce, migrating 20,000 contacts and segmenting them to tailor engagement strategies.
  • Automation Implementation: Developed custom automations and workflows for various donor segments, enhancing personalized communication.
  • Marketing Integration: Integrated HubSpot with Salesforce to streamline marketing campaigns and manage webinars via Zoom.
  • Employee Training: Provided extensive training and detailed documentation to ensure effective adoption of new systems by NephCure's staff.
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The Outcome

Nephcure’s employees are now using Salesforce and HubSpot religiously for customer relationship management and marketing efforts. Aptitude 8 supported and guided Nephcure with their Salesforce and HubSpot instances, and they are now fully aligned with their business processes. In addition, Aptitude 8 provides continued ongoing support to ensure Nephcure’s long-term team and system success.

Note: This case study reflects work completed by The OBO Group prior to merging with Aptitude 8.

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Enhanced Processes
Through the proper integration of HubSpot and Salesforce the teams are better aligned resulting in streamlined processes. 
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Enhanced Personalization
Better segmentation allowed for more tailored communications and engagement. 

The Tools

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New Tech Stack

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What the client is saying..

– NEPHCURE INTERNATIONAL

“Amazing support, know-how, and project management: We have been working with the team since May and plan to continue working with them on an ongoing basis. Having worked with lots of outside vendors in the past, I’m impressed with their ability to embed themselves into our systems and develop solutions that make sense for us. On the technical side, we’ve been working primarily with Reed Iandolo, and it’s been like having another staff member on our team. We’re able to make progress quickly and efficiently and tackle some issues that have been holding us back for years. So thrilled to have found them and would absolutely recommend their services to other non-profits.”  -Nephcure International





About Aptitude 8

Implement. Integrate. Optimize.

Aptitude 8 is a technical consulting firm that helps companies make their business process, and the tools they use to deliver it, a competitive advantage. In today's business environment, the experience your customers have when buying from you is just as important as what you're selling. We build it better.

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