Non-Profit organisation Improved Donor Management.

Techaim

B
L
o
g

August 12, 2022

Success story:

The Non-Profit Centre (NPC) has come a long way since it implemented the Salesforce Non-Profit Cloud. Their success story deserves recognition and serves as a prime example of how an effective solution can transform a business.

Before the implementation of Salesforce Non-Profit Cloud, NPC struggled with managing its data and maintaining transparency across its programs. They interacted with a large variety of engaged donor partners from International foundations to CSR, and they wanted a solution that allowed their staff to manage and report on each step in their business processes.

With the help of the TechAim team, NPC was able to configure the Salesforce CRM and leverage the Non-Profit Success Pack(NPSP) to manage and track grants (donations and donors) from the very beginning and throughout the duration, culminating in the post-grant report. They also revamped and improved the current build-out of Project Grad, using the Nonprofit Cloud Case Management (NCCM) to add a case management focus. Additionally, they were able to configure features to assist in tracking child placements with foster care families.

The Non-Profit Centre (NPC) now has increased transparency as appropriate for staff within and across programs, which has led to improved efficiency and better decision-making. Salesforce Non-Profit Cloud offers a clear, 360-degree view of their donors and volunteers and manages data efficiently. Staff can instantly check when a donor last contributed, or when they were last emailed. This enables follow-up communication to be made targeted and personalized, resulting in improved engagement and donor retention.

Moreover, Non-Profit Cloud also enables NPC to capture child placement data for complete visibility via standard & custom configurations. The ability to manage and track grants, improve project management, and track child placements with foster care families have all come together to form a cohesive and effective solution for NPC.

Overall, Salesforce Non-Profit Cloud has helped Non-Profit Centre (NPC) achieve their goals and objectives while allowing them to better serve their donors and volunteers. It has become an integral part of their organization, and it has helped them achieve a level of transparency that was not possible before. Their success story is an inspiration for non-profit organizations looking to streamline their operations and achieve success.

Non-Profit organisation Improved Donor Management.

Techaim

The Non-Profit Centre (NPC) transformed its business with the implementation of Salesforce Non-Profit Cloud, with the help of the TechAim team. They now have increased transparency, improved efficiency, and better decision-making abilities. The solution allows NPC to manage and track grants, improve project management, and track child placements with foster care families, leading to improved engagement and donor retention. Their success story serves as an inspiration for non-profit organizations looking to streamline their operations and achieve success.

August 12, 2022

Success story:

The Non-Profit Centre (NPC) has come a long way since it implemented the Salesforce Non-Profit Cloud. Their success story deserves recognition and serves as a prime example of how an effective solution can transform a business.

Before the implementation of Salesforce Non-Profit Cloud, NPC struggled with managing its data and maintaining transparency across its programs. They interacted with a large variety of engaged donor partners from International foundations to CSR, and they wanted a solution that allowed their staff to manage and report on each step in their business processes.

With the help of the TechAim team, NPC was able to configure the Salesforce CRM and leverage the Non-Profit Success Pack(NPSP) to manage and track grants (donations and donors) from the very beginning and throughout the duration, culminating in the post-grant report. They also revamped and improved the current build-out of Project Grad, using the Nonprofit Cloud Case Management (NCCM) to add a case management focus. Additionally, they were able to configure features to assist in tracking child placements with foster care families.

The Non-Profit Centre (NPC) now has increased transparency as appropriate for staff within and across programs, which has led to improved efficiency and better decision-making. Salesforce Non-Profit Cloud offers a clear, 360-degree view of their donors and volunteers and manages data efficiently. Staff can instantly check when a donor last contributed, or when they were last emailed. This enables follow-up communication to be made targeted and personalized, resulting in improved engagement and donor retention.

Moreover, Non-Profit Cloud also enables NPC to capture child placement data for complete visibility via standard & custom configurations. The ability to manage and track grants, improve project management, and track child placements with foster care families have all come together to form a cohesive and effective solution for NPC.

Overall, Salesforce Non-Profit Cloud has helped Non-Profit Centre (NPC) achieve their goals and objectives while allowing them to better serve their donors and volunteers. It has become an integral part of their organization, and it has helped them achieve a level of transparency that was not possible before. Their success story is an inspiration for non-profit organizations looking to streamline their operations and achieve success.

Techaim is a leading Salesforce CRM partner, offering expert consulting services to help businesses improve their customer relationships and drive growth.

Call to action text for services page