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Case Study

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.

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engagement type

Estimated Project
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product

Sales Cloud, NPSP
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industry

Nonprofit
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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.
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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.
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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.
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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.

Discover how Salesforce NPSP can elevate your nonprofit.

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