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Case Study

FreedomWorks: Managed Services

Case Study

Maximizing donor impact and efficiency through strategic optimizations.

Streamlining processes and integrating solutions for transformative non-profit efficiency and engagement.

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engagement type

Managed Services
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product

NPSP
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industry

Nonprofits
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FreedomWorks is a conservative & libertarian advocacy group that trains volunteers, assists in campaigns, and encourages them to mobilize, interacting with both fellow citizens and their political representatives.

Overview
    • Key Challenges: Conflicting data structure within two systems.
    • Key Solutions: Implemented dynamic and centralized database.
    • Key Results: Increased efficiency of sales process.
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challenges
    • Donor System Complexity: Errors and resource-heavy processes in donor communications.
    • Managed Package Strain: Excessive data jobs draining resources, with redundant tasks.
    • Fundraising Sync Issues: Integration challenges with Fundraise Up and HubSpot data migration.
    • Donor Data Duplication: Cleanup needed for duplicate records and data discrepancies.
    • API and Syncing Limitations: PostUp API limits and Intacct financial integration issues.
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Solutions
    • Donor System Optimization: Streamlined operations and reduced resource consumption in communication systems.
    • Resource-efficient Data Processing: Reduced unnecessary jobs and optimized resource use in data management.
    • Seamless Fundraising Integration: Enhanced Fundraise Up and Salesforce integration, with thorough data migration to HubSpot.
    • Accurate Donor Records: Deduplicated data and improved database accuracy with expert collaboration.
    • Technical Issue Resolution: Addressed API limits and improved Intacct syncing, enhancing system integration.
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Impact
    • Efficient Donor Engagement: Improved system performance, enabling more effective donor communications.
    • Optimized Resource Use: Enhanced data processing efficiency, supporting stable non-profit operations.
    • Boosted Campaign Effectiveness: Streamlined data integration, enhancing fundraising effectiveness and campaign precision.
    • Reliable Donor Information: Enhanced data integrity, supporting informed decision-making in donor relations.
    • Integrated Non-Profit Operations: Resolved technical issues, ensuring smoother operational workflow and financial management.

Intrigued by the possibilities of strategic optimizations for your non-profit?

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