Industry: Nonprofit

SALESFORCE IMPLEMENTATION FOR A PHILANTHROPIC FOUNDATION

Bulgaria, Romania
Elevating Charitable Impact via Salesforce NPSP Implementation
About the client
The charity foundation operates across several key areas: providing assistance to children battling cancer, supporting education among the youth, fostering cultural and educational development, and popularizing traditional values. Many volunteers are students, and numerous large commercial enterprises contribute as donors.

For 17 years, the foundation has been a beacon of hope and support for those in need, shining unwaveringly through the storms of the modern world.

Organization and storage of data, Optimized reporting on fundraising goals and program impact. Transparency of donation flows.

Challenges
Complexity of data, resulting in inconsistency and wasted time.

Lack of a system for tracking opportunities.

Lack of a stable system for volunteers.

Lots of paperwork.

Manual management, preventing the organization of events and opportunities for participation in them.

Budget shortfalls.
Solution
Completed on the Salesforce platform:

Data migration and the integration of antiquated data systems.


Setting up an event management tool, corporate management systems to segment donors, participants, volunteers, and partners.


Customizing "Opportunity Management" functionalities.


Configuring and automating volunteer management processes, including recruitment, scheduling, and tracking.


Implementing automation for fundraising activities, including donation tracking.


Establishing reporting mechanisms for fundraising goal attainment, donor retention rates, and program performance.


Setting up program maintenance and automating program management tasks such as participant registration, attendance tracking, and progress monitoring.


Setting up AI analytics to predict future trends in donor behavior.


Automating personalized communications such as email correspondence, call recordings and transcriptions, open communication channels, thank-you messages, follow-up emails, and donation receipts.

Completed integrations

1
Salesforce
Sales Cloud
NonProfit Success Pack
2
SMM
3
Website
4
Call Tracker & Slack
5
Payment services PayPal & Stripe
6
DocuSign
7
Outlook
Developed the donor's personal account based on Salesforce solution Experience Cloud
Results
Increased number of donors, participants, volunteers and partners.

Improved use of data, which provides partners with greater opportunities.

Simplified and transparent donation flow.

Segmenting volunteers based on their skills and availability has led to more efficient operations. Efficient use of resources through volunteer management has optimized the organization's success.

Creating transparent reporting for partners has increased their loyalty and reduced their churn.

Reduced response time from 8 hours to 2 hours.

Events and programs' effectiveness increased by 87%.
Results of salesforce implementation for a philanthropic foundation
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