{"id":18983,"date":"2019-11-04T15:04:27","date_gmt":"2019-11-04T15:04:27","guid":{"rendered":"https:\/\/teamheller.com\/?p=18983"},"modified":"2025-09-25T13:24:05","modified_gmt":"2025-09-25T13:24:05","slug":"guide-dogs-for-the-blind-crm-roadmap-and-implementation-case-study","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/case-studies\/guide-dogs-for-the-blind","title":{"rendered":"Guide Dogs for the Blind CRM Roadmap and Implementation Case Study"},"content":{"rendered":"\t\t
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Guide Dogs for the Blind<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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CRM Roadmap and Implementation Case Study<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Since 1942, Guide Dogs for the Blind<\/a> has been creating partnerships among people, dogs, and communities. With exceptional client services and a robust network of instructors, puppy foster families, donors, and volunteers, the nonprofit prepares highly qualified guide dogs to serve and empower individuals who are blind or have low vision.<\/p>

Heller Consulting has been a strategic partner for Guide Dogs for the Blind since 2016, leading the organization through tech transformations that serve the needs of its fundraising, marketing, and programs teams.\u00ad\u00ad<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Challenge: 16 teams using different tools<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The unique work of the organization creates a complex set of requirements for its CRM. Work was strewn across a plethora of tools and departments had little visibility to the work of others, even when it involved the same guide dog, trainer, or donor. The org needed data layers that could track a single dog across puppy adoption, healthcare, training, and client placement, as well as traditional CRM functions for fundraising, marketing, and service delivery.<\/p>

Naturally, no platform was going to be able to handle these disparate needs out of the box, so the org\u2019s leaders called Heller Consulting.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Solution: A customized CRM for whole org visibility<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Heller Consulting ascertained Guide Dogs for the Blind\u2019s needs and built a roadmap to migrate and customize Salesforce. As well as the regular functions of a CRM, we implemented a volunteer management portal, file management, workplace giving, and fundraising capabilities. Where we identified functionality gaps, we audited and recommended third-party tools to support specific activities\u2014especially in marketing and fundraising.\n<\/br><\/br>\nOne of the unique features of our work was a custom integration called Clients and Canines. Built on the Salesforce Nonprofit Service Pack, it could track the entire life and work of a seeing eye dog, from kennel management and puppy adoption, through training, work, welfare, and its retirement.\n<\/br><\/br>\nThe Heller team was inspired by Guide Dogs for the Blind\u2019s commitment to accessibility, and we strove to optimize for it throughout this project\u2014from the technology solutions we implemented to the documents and training we delivered.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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The result: Better animal care and smarter fundraising<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Guide Dogs for the Blind now has a state-of-the-art CRM that has united 16 departments in one cloud-based information center. The system can handle a multitude of documents from different sources\u2014everything from donor acknowledgement letters to veterinary records\u2014in the cloud, with access for those who need it.<\/p>

Now the org can see the entire work and life of these marvelous animals without dipping in and out of disconnected, on-prem systems and siloed datasets. Trainers can now access health records while on mobile health visits, and the fundraising team can see the overlap between its volunteer and donor base. Using a rich set of integrated tools and systems, fundraising teams can now craft appeals and acknowledgement letters using rich data that is meaningful to the recipient, and therefore more successful.<\/p>

In 2025, we are working on a set of fundraising components for Guide Dogs for the Blind, integrating its donation systems with the stack used by programs.<\/p><\/div><\/div><\/div><\/div><\/div><\/section>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Ready to Get Started?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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If you\u2019re a nonprofit organization or education institution and you need help with your technology project, get in touch!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Guide Dogs for the Blind CRM Roadmap and Implementation Case Study Since 1942, Guide Dogs for the Blind has been creating partnerships among people, dogs, and communities. With exceptional client services and a robust network of instructors, puppy foster families, donors, and volunteers, the nonprofit prepares highly qualified guide dogs to serve and empower individuals […]<\/p>\n","protected":false},"author":39,"featured_media":18986,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[350],"tags":[446,572,573,574,575,576,577,578,579,580,197,581,208,582,228,583,235,584,389,423],"ppma_author":[474],"class_list":["post-18983","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies","tag-nonprofit-technology-strategy","tag-nonprofit-crm-implementation","tag-customized-crm-solutions","tag-donor-management-system","tag-volunteer-management-portal","tag-data-integration-for-nonprofits","tag-clients-and-canines","tag-nonprofit-accessibility-solutions","tag-cloud-based-crm","tag-nonprofit-case-study","tag-salesforce-for-nonprofits","tag-animal-welfare-technology","tag-heller-consulting","tag-fundraising-data-insights","tag-crm-roadmap","tag-nonprofit-program-delivery","tag-fundraising-technology","tag-crm-for-guide-dog-organizations","tag-guide-dogs-for-the-blind","tag-nonprofit-digital-transformation"],"acf":[],"yoast_head":"\nGuide Dogs for the Blind CRM Roadmap and Implementation Case Study - 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