ANAD (National Association of Anorexia Nervosa and Associated Disorders): Estimated Project
Streamlined donor and volunteer management with Salesforce NPSP.
Enhancing nonprofit efficiency through tailored Salesforce integration.
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
- Fragmented Data Management: Donation and volunteer data were managed through Excel and an underutilized Salesforce NPSP, leading to inefficiencies in tracking donor history and volunteer engagement.
- No Donation Integration: Donations from GiveWP were not linked to Salesforce, making it difficult to track donor contributions and engagement over time.
- Manual Volunteer Processes: Volunteer recruitment, onboarding, and tracking of shifts and hours were managed manually, creating operational bottlenecks.
- Lack of Centralized Reporting: There was no unified system to track volunteer engagement, limiting the ability to effectively plan programs and allocate resources.
Solutions
- NPSP Implementation: Configured and optimized NPSP to centralize donor and volunteer management, ensuring all data is stored and accessed in Salesforce for streamlined operations.
- GiveWP Integration: Integrated GiveWP and Salesforce via Zapier, automating donation data transfer and tracking donor history.
- Automated Volunteer Management: Deployed Volunteer and Program Management modules in Salesforce to automate recruitment, onboarding, and shift scheduling.
- Enhanced Reporting Tools: Set up reporting tools within Salesforce to better capture and manage data related to volunteer hours, program involvement, and donor engagement.
Impact
- Increased Donor Engagement: New system led to a 20% boost in donor engagement by providing enhanced tracking and insights into donor history.
- Operational Efficiency: Manual data entry processes were reduced by 50%, allowing staff to focus on mission-driven activities instead of administrative tasks.
- Optimized Volunteer Allocation: Improved visibility into volunteer availability and interests led to better program planning and a 50% increase in helpline calls handled, improving service delivery outcomes.