The LeadersTrust and OneTenth Consulting: Building a Scalable Foundation for Transformative Change
Client Overview
The LeadersTrust believes that deep investment in leadership and organizational capacity is critical for social change. By providing responsive, long-term, high-touch support to leaders, organizations, and movements, The LeadersTrust helps unlock the radical imagination and inherent power needed to advance transformative outcomes. Working alongside funding partners, they align capacity-building efforts with the needs of changemakers across movements such as worker rights, conservation, and reproductive justice.
The Challenge
To achieve their mission at scale, The LeadersTrust needed a centralized CRM that could:
• Streamline grantmaking processes
• Strengthen constituent and relationship management across funders, leaders, and partners
• Improve program and grants management
• Enable visibility and reporting across the organization
Previously, data was scattered across spreadsheets and siloed systems, creating inefficiencies, limited visibility, and challenges in scaling their high-touch, multi-year grantmaking model.
The Solution
The LeadersTrust partnered with OneTenth Consulting to implement Salesforce Nonprofit Cloud, Salesforce’s newest platform for nonprofits. Following OneTenth’s “crawl, walk, run” methodology, the project was designed not only to deliver technology but also to provide strategic guidance and change management support for long-term success.
The scope included visioning and strategic design, where OneTenth facilitated collaborative sessions with the full team to align on technology goals, identify potential barriers, and capture detailed process requirements across Operations, Finance, Programs, and Fundraising. Recommendations and a roadmap were then presented back to the team for alignment.
In the build and test phase, OneTenth configured Salesforce Nonprofit Cloud to match The LeadersTrust’s unique processes, terminology, and workflows, ensuring the system could support grantmaking, relationship management, and communications, while providing flexibility for future growth.
Key features implemented included:
· Grantmaking and grants distribution workflows
· Relationship and activity management
· Vendor management
· FormAssembly integration for consultant data submission
· Outlook email integration
Additionally, the project included the creation of reports, dashboards for actionable insights, custom training materials, and extensive user acceptance testing support. A significant data migration effort was also undertaken to unify historical grantmaking and constituent records. Following deployment, OneTenth provided dedicated post-launch support to ensure a smooth transition and successful adoption.
The Results
With Salesforce Nonprofit Cloud in place, The LeadersTrust can now:
• Streamline grantmaking to manage multi-year, high-touch investments with better visibility into relationships
• Centralize data into a single source of truth for grants, constituents, and funding history
• Enhance insights through dashboards and reports that enable data-driven decision-making
• Improve collaboration through seamless integrations with Outlook and FormAssembly
• Scale their mission with a flexible CRM foundation that supports future growth and impact
Looking Ahead
Future phases will explore expanding program management capabilities within Salesforce and continuing to refine reporting and analytics as the organization’s needs evolve.
"At OneTenth Consulting, we believe that technology should serve the people and missions that change the world. Working with The LeadersTrust has been a privilege because their commitment to deep, long-term investment in leadership aligns so closely with our values. We’re honored to play a small role in building the systems that help them sustain and scale transformative change."
— Rubin Singh, CEO, OneTenth Consulting
~
To learn more about The LeadersTrust impactful work, please click here.