Overview
Client
Industry

A non-profit organisation focused on improving education access

Education and Non-profit

Client

A non-profit organization focused on improving education access

Industry

Education and Non-profit

Challenge

Fragmented donor data, manual processes, limited visibility into program impact, and difficulties in volunteer management.

Solution

Salesforce Non-profit Cloud implementation with donor management, volunteer portal, fundraising automation, and program tracking.

Results

40% increase in donor retention, 30% boost in fundraising efficiency, improved program visibility, 25% growth in volunteer participation, and better decision-making.

Client Background

The client is a non-profit organisation based in the APAC region, working to enhance access to quality education for underprivileged children. Their operations include managing donations, recruiting volunteers, and organising educational programs. They faced difficulties in managing donor data, tracking program effectiveness, and engaging volunteers effectively.

Challenges

The non-profit encountered several operational issues: 

Fragmented Donor Data:

Data was stored across spreadsheets and various systems, making it hard to analyze donor behavior. 

Limited Program Impact Visibility:

They struggled to monitor the outcomes of educational programs in real-time. 

Volunteer Management Challenges:

No streamlined process to recruit, track, and engage volunteers effectively. 

Time-Consuming Manual Processes:

Donation tracking and reporting were managed manually, resulting in inefficiencies. 

Lack of Personalised Donor Engagement:

The organisation lacked insights into donor preferences, leading to missed engagement opportunities. 

Solution

The non-profit selected Salesforce Non-profit Cloud to streamline operations and achieve better visibility into donor relationships, volunteer engagement, and program outcomes. 

Phase 1: Discovery and Planning

  • Conducted detailed discovery workshops to identify pain points. 
  • Defined key goals: enhance donor engagement, automate volunteer management, and monitor program impact efficiently.


Phase 2: Customisation and Integration 

  • Consolidated Donor Database: Centralised donor information using Salesforce CRM to enable easy tracking and segmentation. 
  • Fundraising Automation: Automated donation tracking and integrated payment gateways to provide real-time donation insights. 
  • Program Management: Used Salesforce Non-profit Cloud features to monitor and measure program effectiveness through reports and dashboards. 
  • Volunteer Portal: Implemented a volunteer management solution with an online portal for recruiting, scheduling, and tracking volunteers. 
  • Donor Journey Automation: Configured automated email campaigns to engage donors based on their preferences and donation history.  


Phase 3: Testing and User Training 

  • Conducted user acceptance testing (UAT) to validate processes and reports.
  • Trained staff on using Salesforce dashboards and automation tools for fundraising and program tracking. 


Phase 4: Go-Live and Support 

  • Transitioned to the Salesforce platform with continuous monitoring to ensure a smooth rollout. 
  • Provided post-implementation support and performance monitoring. 

Key Features Implemented

  • Donor Management and Engagement: Centralised donor profiles, automated donation tracking, and personalised engagement campaigns.
  • Program Impact Tracking: Real-time dashboards to measure program reach and effectiveness.
  • Volunteer Management: An online volunteer portal for registration, scheduling, and tracking activities.
  • Fundraising Automation: Automated donation processes with payment integrations and real-time reporting.
  • Customised Reports and Analytics: Advanced reporting tools to provide insights into donor trends, volunteer efforts, and program performance.

Results

The implementation of Salesforce Non-profit Cloud delivered significant improvements for the organisation:

40% Increase in Donor Retention
Improved engagement campaigns resulted in higher donor retention rates. 
30% Boost in Fundraising Efficiency
Automation reduced manual efforts, enabling the team to focus on relationship-building. 
Improved Program Impact Visibility
Real-time reports provided insights into program reach and effectiveness. 
25% Growth in Volunteer Participation
A streamlined volunteer management process enhanced volunteer engagement. 
Better Decision-Making
Access to comprehensive data enabled leadership to make data-driven decisions. .
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