ANAD (National Association of Anorexia Nervosa and Associated Disorders): Estimated Project
Case Study
Streamlined donor and volunteer management with Salesforce NPSP.
Enhancing nonprofit efficiency through tailored Salesforce integration.
engagement type
Estimated Project
product
Sales Cloud, NPSP
industry
Nonprofit
ANAD is the leading nonprofit in the U.S. providing free, peer support services to anyone struggling with an eating disorder.
Overview
- Key Challenges: Scattered systems slowed donor and volunteer tracking.
- Key Solutions: Centralized data with NPSP and automated workflows.
- Key Results: +20% donor engagement, −50% manual data entry.
challenges
- Scattered Data & Tracking Gaps: Donor and volunteer data were fragmented, limiting donor lifecycle visibility and engagement tracking. Volunteer applications lacked structured intake, causing mismatches.
- Untracked Donations & Recurring Gifts: GiveWP donations weren’t linked to Salesforce, making contribution tracking and donor stewardship difficult.
- Manual Volunteer & Mentorship Workflows: Onboarding, shift tracking, and mentorship matching relied on time-intensive manual processes.
- Limited Reporting & Call Tracking: Volunteer engagement lacked centralized tracking, and helpline calls were manually logged, delaying follow-ups.
Solutions
- NPSP & Outreach Integration: Centralized donor and volunteer data in NPSP, linking Constant Contact for automated outreach.
- Automated Donation Tracking: Integrated GiveWP with Salesforce via Zapier to track donations and recurring gifts.
- Optimized Volunteer & Mentorship Processes: Reduced workflow steps, automated mentorship follow-ups, and simplified tracking.
- Enhanced Reporting & Call Handling: Built real-time reports and integrated RingCentral CTI for automated call logging and tracking.
Impact
- Boosted Donor Engagement: Donor participation grew by 20%, with improved tracking of donor history and recurring gifts.
- Greater Efficiency: Manual workflows were reduced by 50%, freeing staff for mission-driven initiatives. Automated mentorship follow-ups eliminated manual tracking.
- Stronger Volunteer & Helpline Operations: Improved volunteer tracking enhanced program planning. Helpline call capacity increased by 50% with RingCentral streamlining response and coordination.
