Implemented Salesforce NPSP for a non-profit organization for improving their end-user experience
A global nonprofit organization wanted to streamline and automate business processes and enhance data capture and data integrity by enabling a 360-degree constituent view.
The Ask:They wanted to:
- transition from BBCRM to Salesforce NPSP.
- Integrate data from different sources to Salesforce NPSP.
- Maintain a centralised core constituents data on Salesforce NPSP.
The Solution:We partnered with our client to:
- Automate and customize workflows end-to-end: from pulling source data from 3rd party systems, data ingestion and transformation as per business logic and to push transformed data into target Objects on Salesforce NPSP.
- Automate data synchronization and reconciliations
- Optimize performance and reduce technical debt.
- Customize features development in Salesforce NPSP.
- Implemented 360 Lightning Page to provide 360-degree Constituent view
- Automated Subscription Member tagging
- Capture customer centric dat thath gives them a 360 degree view of donor activities.
- Monitor donor engagements, track gifts, donations, organisations Affiliations, campaign/Event Management etc.
- Improved CTR by 50% by implementing A/B testing.