Boosted Fundraising and Grant Management Using Salesforce-Powered Data Model
Industry:
Non-Profit
Region:
USA
Technology:
Salesforce CRM NPSP and NPC
About the Client
A US-based non-profit company wanted to manage donor information in the Salesforce NPC effectively. The client needed a well-designed data model to encourage widespread user adoption of Salesforce NPC within the company. This was critical to manage donor information, contributions, and relationships effectively. Evokeʼs Salesforce CRM solution helped the company achieve the goal.
Challenges
The organization wanted to effectively manage data of the donors, including their contributions, and wanted to have better relationships with them. A good data management model was thus critical, but they encountered several problems:
- Data migration from NPSP to NPC with out of the box data model
- Maintaining seamless data integration
- Data cleansing
Solutions
- Consolidated data from various sources, eliminating data silos and providing a holistic view of the organization’s activities
- Created unified profiles for donors, program participants, and other stakeholders
- Analyzed donor data to identify high-potential donors and personalized fundraising appeals
Results
- Enhanced fundraising and grant management
- Enabled the organization to better engage with donors and track program effectiveness
