Case Study: Salesforce Nonprofit Success Pack Configuration Correction

A Community Foundation located in the Northwest United States supported by donors / members that provides philanthropic leadership in the Northwest through awarding of grants and sponsorships to nonprofit organizations, student scholarships, and the coordination of collaborative responses to the region’s complex needs had an improperly installed Salesforce Nonprofit Success Pack. Salesforce Nonprofit Success Pack Configuration Correction case study.

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Industry: Nonprofit

Problem:

Nonprofit client uses Salesforce NonProfit Success Pack to maintain member data and associated donation records, but the solution was originally configured incorrectly, resulting in:

Limiting the usage of Salesforce functionality
Significant steps and time to update / track membership changes
No tracking of donation receipts sent to members that donated

Implemented :

Our solution?

Tectonic performed analysis on the existing Salesforce NonProfit Success Pack solution and identified errors and made improvements. The following activities were performed during the project:

Identified and corrected existing data gaps via multiple asynchronous batch automations synchronizing membership and donor data between the source system and Salesforce
Improved processes and Salesforce configurations to keep donating members data up to date in the Salesforce environment
Developed automations to send receipts to donating members (4 different types of custom PDF Tax Receipts based on defined criteria)
Developed automations to send pledge notifications to users to follow-up with members

Results:

Nonprofit client is now able to use Salesforce NonProfit Success Pack to its full potential and leverage automations to bring efficiency and accuracy to the department.
Tectonic continues to work with this client to further enhance their usage of Salesforce NonProfit Success Pack with additional process improvements and automations

Salesforce offers customized solutions for the nonprofit and NGO industries, assisting companies in this field to provide outstanding donor and member experiences, optimize workflows, and spur expansion to further extend the reach of their good works. These solutions make use of the Salesforce Nonprofit Success Pack to improve communication, organize data, and provide a customized experience.