Allegiance Group: Planning, Strategy, and Collaboration Through Tech Alignment

The Challenge

Improving collaboration between Allegiance’s agencies by implementing the same software across the board.

The Solution

Big Bang optimized Allegiance’s processes before going forward with the integration Salesforce x Mavenlink, and also offers ongoing support.

The Benefits

Mavenlink allows the professionals to track their time against projects, providing accounting with consistent billing and invoicing. Other benefits include streamlined, consolidated forecasting, and insights into project profitability.

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About Allegiance Group

Allegiance Group helps U.S. Nonprofits grow with Innovative Solutions to increase revenue, engage more supporters and grow brand reach. The group creates integrated digital and direct mail campaigns, builds award-winning websites and mobile apps, and provides custom fundraising software and loyalty programs.

At Allegiance, they don’t take a one-size-fits-all approach to anything they do. They bring the best marketing and fundraising strategists, developers, creatives, and analysts together to deliver a custom plan focused on supporting the unique and vital missions of their nonprofit partners.

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After a Merger: Reconcile Software for Improved Collaboration

Following a merger, the three agencies at Allegiance wanted to implement and integrate the different software used across the board to improve collaboration. They knew there was a connector for Salesforce and Mavenlink but lacked the know-how. Mavenlink recommended Big Bang as the strategic partner because of their skills at integrating both software.

“We wanted to go with a solution that Big Bang is explicitly using. Our companies are similar, so it feels that if you use it, why don’t we?”

Jeff Herron, Executive VP, Client Relations, at Allegiance Group

The Allegiance Group was also looking to optimize Salesforce and use it to its full potential – set the go-forward, and consolidate accounts, opportunities, and contacts.

After an initial software strategy, including the path, data flow, and architecture, the Big Bang team proceeded with an optimization. They reviewed Allegiance’s processes to make proper changes before going forward with the integration Salesforce x Mavenlink.

The Benefits

Consistent Billables

With Mavenlink, Allegiance professionals can enter their time and log work against projects. It makes it easier for the accounting team to be consistent with their billing and invoicing.

Easier Forecasting

Mavenlink also provides consolidated, cleaner, and streamlined forecasting to the Allegiance team.

Project Profitability

The plan is to set up projects into campaigns to be able to see their profitability in one location.

Collaboration with Big Bang

When working with tech companies, Big Bang adapts to their knowledge and trains the trainer. This approach allows to upskill a SaaS organization’s experts quickly. They, in turn, are empowered to implement the software and teach coworkers how to use it, saving money on external training and resources.

Jeff, Executive VP, Client Relations, explains that they were able to save time by working with Big Bang.

“The main success we had with Big Bang is that being technical ourselves, and having a great deal of experience with Mavenlink and Salesforce, we could jump right away to the technical issues. We were able to be clearer with what we needed. Big Bang was flexible enough to adjust their approach to reflect our understanding.”

On-Going Support

Big Bang provides Allegiance and one of their clients with ongoing support so they can reach out anytime with advanced technical questions.

“We were so happy with the work Big Bang did that we extended our relationship, not only to support us, but also to support one of our Salesforce customers that we provide support to.”

Jeff Herron, Executive VP, Client Relations, at Allegiance Group

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