Feature studies

360° Sponsorship Management

Track, schedule, and renew multi-level publication sponsorships with built-in Hebrew calendar logic — all inside Salesforce.

June 24, 2025

The Challenge

Managing publication sponsorships manually means juggling editions, tiers, dates, and recurring memorials across messy spreadsheets. It’s hard to track availability, harder to invoice, and nearly impossible to remember who sponsored what last year.

The Solution

We built a full sponsorship engine in Salesforce — including Hebrew-English date conversion, recurring Yahrzeit tracking, edition-level availability, and multi-slot invoicing. Use a wizard to view open slots by edition and date, send sponsors a payment link, or charge cards on file — all in a few clicks.

The Impact

One client replaced 10+ spreadsheets and hours of prep with a single-screen workflow. They now renew sponsors automatically before key dates, fill more slots, and collect payments faster — all while keeping better records across years and editions.

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Event Check-In

From "Hello" to "Thank you for coming" — all in one kiosk.

Attendance Tracking

Track who shows up — in real time, with zero paper

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