Case Study
Streamline database, account management, outreach and engagement
Transforming Processes to Boost Database Management, Engagement and Efficiency
engagement type
Managed Services
product
NPSP
industry
Nonprofits
An intensive and holistic STEM-focused education provider to dedicated students of color who seek equal access to college and career readiness resources. Their mission is to build a strong and diverse STEM workforce.
Overview
- Key Challenges: Enhance database, outreach and report generation
- Key Solutions: Automated communications and grant management
- Key Impact: Streamlined database management, tailored outreach tactics
challenges
- Analyze, clean and manage massive database to improve program effectiveness and fundraising
- Lack of outreach and engagement automations to interact with clients
- Produce reports on program outcomes and financial performance which satisfy high standards of transparency and accountability.
- Improve efficiency and minimize errors through intensive staff training with ongoing support for maintenance and updates
Solutions
- Implemented system to automate communications, track donations, and analyze and profile donor behavior to improve fundraising efforts
- Built a custom platform to manage the grant management process and automate tasks, minimizing turnaround times, boosting efficiency and liberating staff for other endeavors
- Worked with SMASH to set up a platform to facilitate collaboration and trainings on best practices
- Optimized Salesforce to fit the specific needs and goals, maximizing ROI
Impact
- Centralized online database: Eliminated paperwork and tedious tracking, enabled personalized donor communications, response monitoring and engagement tracking
- Improved engagement: Leveraged dynamic donation groups and tailored communications through online fundraising tools and adjusted outreach tactics
- Community Building: Developed personalized relationships with regular updates, fostering a sense of involvement