Salesforce Nonprofit Success Pack at VIVA! Foundation

Headquarters: Warsaw, Poland

Founded in 1994 by Juliet Gellatley, an international organisation dealing with the protection of animal rights, and the promotion of a healthy lifestyle and nutrition.

Non-Profit

The Challenge

Key challenges we addressed

Multiple Data Sources

The Foundation struggled with multiple data sources that required lengthy on-the-spot analyses. The process of preparing mail merge was carried out manually. A solution was needed to collect donor and payment information in one place.

Payment Insights

Full knowledge of payments, their sources, and regularity of receipts is crucial for most operational activities. It allows for better planning and estimating the possibility of providing assistance both monthly and long-term.

The Solution

NPSP and Service Cloud Implementation

Salesforce.org’s Nonprofit Success Pack (NPSP) focuses on several management areas. Standard solutions enable 360-degree views of Donors and their surroundings, tracking and estimating contributions divided into campaigns and specific sources, and supporting cooperation with volunteers.

The solution was based on appropriate configuration of NPSP and Salesforce Service Cloud, including database normalisation, deduplication, aggregation of data from 10 bank accounts and Tax Office statements, and automated mailing for the 1.5% tax donation campaign.

Database Normalisation & Deduplication

Solutions included normalisation and deduplication of the deposit database, along with aggregation of data from bank statements from 10 accounts and Tax Office statements regarding the 1.5% tax transfers from donors.

360-Degree View of Donors

Creating a comprehensive view of donors along with their households (people from the immediate environment undertaking activities like payments and volunteering) and their donations for individual VIVA! campaigns.

Reporting & Analytics

Custom-configured reports on donors’ target groups based on their donations, providing actionable insights for campaign planning and donor engagement strategies.

Mass Mailing Service

Preparation of mailing lists including current donors with partial automation as part of the 1.5% Campaign, streamlining communication and engagement with the donor base.

Database Normalisation & Deduplication

360-Degree View of Donors

Reporting & Analytics

Custom-configured reports on donors’ target groups based on their donations, providing actionable insights for campaign planning and donor engagement strategies.

Mass Mailing Service

Preparation of mailing lists including current donors with partial automation as part of the 1.5% Campaign, streamlining communication and engagement with the donor base.

Is this for you?

Your organisation may benefit from this solution

Multiple Data Sources

Your organisation struggles with donor and payment data scattered across multiple systems that require manual consolidation.

Donor Management

You need a comprehensive 360-degree view of donors, their households, and donation history across campaigns.

Communication Automation

You want to automate donor communication and mail merge processes to save time and improve accuracy.

Payment Tracking

You need full visibility into payment sources, regularity, and trends to better plan your operations and assistance programmes.

Optimised Workflows

The Salesforce solution significantly enhanced information accessibility, resulting in a more efficient and effective daily workflow for the foundation’s operations.

Effective Communication

With improved automation and data management features, the foundation can now execute mail merges swiftly and with greater accuracy, enhancing donor engagement.