Case Study
Simplify donor management, optimize campaigns, and automate financial processes.
Streamline operations with improved workflows and precise donor targeting.
engagement type
Estimated Project
product
Nonprofit Cloud
industry
Nonprofit
The Adventure Project empowers communities by creating jobs, improving livelihoods, and fostering economic opportunities to end extreme poverty through innovative giving.
Overview
- Key Challenges: Fragmented data, manual donor processes, limited insights.
- Key Solutions: Centralized records, real-time tracking, automated tasks.
- Key Results: Streamlined operations, targeted campaigns, faster processing.
challenges
- Outdated Data Processes: Managing donor profiles for 12,000 individuals and 9,000 accounts in spreadsheets slowed data access and caused errors.
- Manual Donation Tracking: Tedious and error-prone due to 100+ spreadsheet formulas.
- Scattered Interaction Details: Donor interactions were recorded across various tools, limiting visibility into relationships.
- Inefficient Donor Grouping: Disconnected systems made it difficult to group donors and refine marketing campaigns.
- Manual Reconciliation: Transaction mismatches required time-consuming manual fixes.
Solutions
- Structured Donor Records: Set up a household and organization accounts model for organized donor profiles and easier data access.
- Real-Time Donation Tracking: Created roll-up fields with Apex triggers for instant donation insights.
- Unified Engagement Tools: Utilized Tasks and Interaction History from Nonprofit Cloud (NPC) to unify donor activity tracking.
- Integrated Marketing Data: Linked Salesforce NPC with the marketing platform to sync donor segmentation and develop campaign insights.
- Automated Reconciliation: Integrated Fundraise Up with NPC to auto-match transactions with donor accounts.
Impact
- Streamlined Donor Management: Centralized records saved hours weekly by reducing manual data handling.
- Real-Time Insights: Live tracking enabled faster decisions for campaigns and donor outreach.
- Complete Donor Profiles: Unified tools provided a 360° view of donor relationships for personalized engagement.
- Data-Driven Campaigns: Refined segmentation boosted campaign success rates with targeted groups.
- Accelerated Reconciliation: Automation improved transaction speed, saving hours monthly.
