The mission of an 800-year old organization, is to work within underserved communities in the US, to raise funds in support of that work, and to communicate that work to its worldwide audiences. nonprofit salesforce marketing cloud success pack

Transforming a Religious Organization by leveraging Salesforce

Undertook a fundamental restructuring to bring its complex fundraising and development efforts into a single Salesforce environment, alongside its recruitment and communications departments..

Industry: Nonprofit-Religious Organization

Nonprofit Success Pack

Marketing Cloud Engagement

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PROBLEM

The client restructured to combine six disparate provinces into a single combined province that also fundraises on behalf of multiple 501(c)3 entities. These provinces each had existing CRM and online fundraising platforms, with some shared and some divided direct mail fundraising efforts.

Salesforce NPSP and Marketing Cloud Engagement were selected to replace Blackbaud (Raiser’s Edge), DonorPerfect, an existing Salesforce org operating on NPSP, and Excel-based datasets. Salesforce would work alongside Engaging Networks as the digital fundraising platform.

The client requested Tectonic to replace a large nonprofit integrator towards the end of their Discovery effort. Tectonic performed a rapid discovery project and moved forward with implementation activities. The tech stack suggested by the previous nonprofit integrator left gaps in terms of both financial reporting and the complex direct mail segmentation needs of the organization.

The structure of the client required a complex design that accounted for multiple hierarchical financial relationships with an inter-related campaign structure for direct mail, digital, and cross-company campaigns.

Due to the large number of donors and fundraising entities, the Fundraising/Development department required complex logic to “score” constituents into core and non-core segments, by company, based on recency, frequency, and monetary amount so that constituents would not be solicited by more than one direct mail campaign at any given time.

Their largest fundraising event of the year required complex ticket purchasing options including sponsorships, donations, ticket sales, and seating.

The unification of the Provinces meant a whole new financial structure and reporting requirements.

SOLUTION

Tectonic performed a rapid discovery assessment of the Discovery artifacts prepared by another integrator. The assessment included the review, validation, and refinement of the Discovery artifacts and deliverables.

Tectonic implemented Salesforce NPSP and Marketing Cloud Engagement with No Code / Low Code that included the following functionality:

• NPSP Implementation for Constituent Management
• Cleansing and migration of constituent and donation data
• Custom donor segmentation solution using declarative design across multiple companies and campaigns
• Campaign Source Code Builder solution to ensure consistency across all data elements that allow insightful tracking of constituents through the organization
• Batch Donation processing flow to process direct mail donations
• GL Code system built to complement NPSP’s General Accounting Units
• Marketing Cloud Implementation for Communications
• Shared Vocation / Recruitment process across the organization with permissions and regional assignment rules

RESULTS

Enhanced standard processes to allow users to more efficiently perform their responsibilities to be used by the new unified Province

360 Degree view of Constituents, Subscribers and Donor Profiles

• Able to see exactly what company, channels, and campaigns each constituent engaged throughout the organization
• Able to automatically segment donors into specific campaigns by company, based on a specified scoring criteria
• Cloud-based event registration, seating assignment, ticket, sponsor and donor tracking
• Tracking for all individuals who serve the organization, including their skills, ministries, and locations
• Normalized dataset for all records for the first time
• Simplified financial reporting across all companies within the organization
• By creating a more robust and native Salesforce solution, this eliminated the need for various 3rd party tools, resulting in significant cost savings

nonprofit salesforce marketing cloud success pack