For a values-driven insurance company that champions dreams and opportunities, giving back isn’t just a priority—it’s part of the brand. With a mission to inspire, protect, and restore dreams, this organization backs its words with action, investing in communities, sustainability, and employee well-being. But as community involvement expanded across departments, systems, and channels, so did the complexity of managing it all.
To better understand and amplify their collective impact, the company partnered with Ascend Technologies to streamline how they track, measure, and celebrate community contributions, bringing it all together in one connected Salesforce solution.
Challenges
Despite a strong commitment to social impact, the company faced growing pains when it came to tracking community investment. Each department had its own way of logging contributions, partnerships, and volunteer hours, making it difficult to get a complete view of overall engagement. Volunteer tracking was inconsistent, and contributions were segmented by team or program, with no way to connect the dots between organizational efforts and individual participation.
This lack of centralized visibility created challenges in measuring total impact, aligning strategy across departments, and telling a cohesive story to leadership and stakeholders.
Solution
Ascend delivered a single, Salesforce-powered application to unify all community investment channels and departments. The solution offered a centralized view of organizational giving, streamlined volunteer tracking, and a consistent way to manage data across initiatives.
To further enhance visibility and functionality, Ascend integrated the platform with key external systems—including Workday, YourCause, DocuSign, Okta SSO, Outlook, and Adaptive Insights. This allowed for real-time data syncing and simplified the employee experience, making it easier to log volunteer hours, access resources, and stay engaged.
Outcome
The new platform transformed how the company tracks and manages its community impact. Now, teams have access to a single source of truth, with customized reports and dashboards providing real-time insights into contributions and volunteer engagement.
What was once a fragmented process is now a connected, transparent system that not only improves internal reporting but also makes it easier to recognize individual contributions and drive meaningful change. With Salesforce in place, the company has the tools to measure what matters—and keep building on its mission to protect dreams, both inside and outside the organization.
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