Empowering Mission Wins with Literacy Unlimited
Improving literacy empowers individuals and transforms communities. With the ultimate vision of inspiring literacy for all, Literacy Unlimited exists to improve English language literacy through custom-tailored tutoring services; and community education, programs, and partnerships. Leading into their 45th year of operation, this Montreal-based nonprofit is actively enhancing adult English language literacy across the West Island region.
The Challenge Literacy Unlimited Faced
With a vital mission at the heart of their work, Literacy Unlimited's team encountered several system challenges that kept them from operating efficiently. Their Salesforce system, though implemented, was underutilized and difficult to manage. Some of their biggest pain points were surrounding:
Poor Reporting Tools: Their existing reporting structure did not suit Literacy Unlimited’s unique needs. In addition to not having access to comprehensive insights, they also struggled to comply with crucial data regulations.
Limited Knowledge: Team members lacked the confidence to use their system, Literacy Unlimited was losing time and money.
Manual Processes: They struggled to sync website forms with Salesforce, leading to manual data entry that consumed valuable time.
Campaign Management Disconnect: The team lacked a robust system for managing program activities, such as field reports and results roll-ups, leaving gaps in tracking both donor stewardship and fundraising paths.
These challenges collectively drained precious time and energy that could have been better spent driving their mission.
Our Solution
When Literacy Unlimited turned to High Tide for support, they didn’t just want help resolving their immediate pain points. They needed a partner who could empower their team and leave behind the tools and knowledge to thrive independently. That’s precisely what our team delivered. To support Literacy Unlimited’s programs, donation management, and training, we developed the following measures:
Salesforce Optimization: By streamlining reports and dashboard templates, introducing user-friendly campaign hierarchies, and enabling better tracking of educational programs and donor engagement, the system became easier to manage.
Customized Training: Our approach emphasized equipping the Literacy Unlimited team for success. Beyond technical fixes, we developed tailored training sessions to build the internal team’s confidence and capacity. We also provided comprehensive documentation to ensure the team could troubleshoot and maintain the system long after project completion.
Time-Saving Automation: One standout improvement included configuring a Salesforce web-to-lead form to automate data collection from their website, significantly reducing the burden of manual data entry.
Law 25 Compliance: To help the organization stay compliant with regulatory requirements, we set up an automation tool to flag records that exceeded regulatory limits. This ensured Literacy Unlimited could easily manage and delete data in compliance with the law.
A Culture of Collaboration: We worked closely with Literacy Unlimited every step of the way. Weekly meetings kept the project on track and resulted in the team achieving all goals a full week ahead of schedule.
Key Results
The outcomes speak for themselves. Here's what Literacy Unlimited gained from the collaboration:
Simplified Reporting: Staff can now create clear, actionable reports and visual dashboards that improve decision-making at every level of the organization. The enhanced reporting saved hours.
Time Savings: By automating processes like donor acknowledgment emails, Literacy Unlimited reclaimed valuable time to focus on their core mission of literacy improvement.
Empowered Team: With hands-on training and easy-to-follow documentation, the team gained the confidence and skills needed to independently manage their Salesforce system.
Improved Compliance Processes: With tools in place for monitoring consent dates and managing data, they’re now fully equipped to comply with Law 25 without hassle.
Enhanced Campaign Management: Program and donor engagement improved with a new campaign hierarchy that tracks progress, sends automatic reminders to staff, and keeps stewardship paths connected and up to date.
“Thank you enormously. It’s been such a joy and a pleasure…everyday you show up with smiles, and patience, and your expertise, so thank you.” – Julia Asselstine, Executive Director at Literacy Unlimited
Take the First Step Toward Success
At High Tide, our passion lies in helping mission-driven organizations maximize their potential. Whether you're grappling with inefficient processes or struggling to make data-driven decisions, we’ll create a Salesforce solution tailored to your unique needs.
Connect with us today at info@hightideco.com to discover what’s possible for your nonprofit.
For more information about Literacy Unlimited and their vital work in improving literacy, you can visit their website here.
