Case Study
Streamlining nonprofit operations and enhancing donor engagement through tailored Salesforce automation and integration.
From lead capture to donor engagement, discover how our tailored Salesforce solutions can transform your nonprofit’s impact.
engagement type
Quickstarts
product
NPSP
industry
Nonprofit
Insure the Uninsured Project (ITUP) advances healthcare access and policy solutions in California through research, stakeholder engagement, and technical assistance.
Overview
- Key Challenges: Aligned processes and automated key operations.
- Key Solutions: Tailored Salesforce with automation and integrations.
- Key Results: Streamlined operations with insights and grant efficiency.
challenges
- Salesforce Onboarding: Needed guidance to align their nonprofit processes with their new platform.
- Lead and Grant Management: Required efficient lead capture from their website for ITUP Grants prospects and maintaining and automating records of grants and renewals.
- Event, Meeting, and Data Management: Needed a comprehensive system to track events, meetings, donor payments, and organizational data analytics, including integration with Mailchimp for campaigns and events.
Solutions
- 360° Salesforce Configuration: Set up a comprehensive Salesforce view with roles and profiles tailored for nonprofit needs.
- Web-to-Lead and Grant Automation: Implemented a form to capture leads from the website for ITUP Grants and automated processes for grant tracking and renewals.
- Automated Event and Data Management: Developed automations for tracking events, meetings, donor payments, and integrated Mailchimp with Salesforce for bidirectional data synchronization.
- Data Analytics Dashboards: Created custom reports and dashboards for real-time organizational insights.
Impact
- Improved Data Governance: Enhanced data management and privacy with the 360° Salesforce view.
- Streamlined Operations: Reduced administrative tasks through automated event, meeting, and donor tracking.
- Efficient Grant Renewals: Minimized manual intervention in the grant renewal process.
- Data-Driven Decisions: Real-time insights from dashboards improved strategic planning.
- Integrated Campaign Management: Streamlined campaign management with synchronized Mailchimp data.
