Case Study

NonProfit Success Pack at VIVA!



Headquarters: Warsaw, Poland

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

Challenges

Multiple Data Sources

The Foundation struggled with the problem of multiple data sources that required lengthy on-the-spot analyses. Also, the process of preparing the mail merge was carried out manually. In this situation, a solution was needed that would allow to collect information about donors and their payments in one place, as well as facilitate communication with them while automating some processes.

Payment Insights

Full knowledge of payments, their sources and regularity of receipts is crucial for most of the Foundation’s operational activities. It allows for better planning of the next steps and initiatives, as well as for estimating the possibility of providing assistance not only in a given month, but also in the longer term.

Solution

Salesforce.org, based on many years of cooperation with organizations from the third sector, has developed a package of tools that meets most of the organization’s needs. NPSP, or NonProfit Success Pack, focuses on several management areas. Standard solutions enable the creation of 360-degree views of Donors and their surroundings, tracking and estimating contributions (divided into campaigns and specific sources), as well as supporting cooperation with Volunteers.

The solution was based on the appropriate configuration of functions available in NPSP (Salesforce Non Profit Cloud) and Salesforce Service Cloud and took into account:

Solution

Database
Solutions

Solutions included normalization and deduplication of the deposit database. We also implemented aggregation of data from bank statements from 10 accounts, payment systems from 2019 and Tax Office.

360-Degree
View of Donors

Creating a 360-degree view of Donors along with their households (consisting of people from the immediate environment, also undertaking activities – e.g. payments, volunteering, related to a common address of residence or bank account number) and their donations for individual Viva! campaigns.

Reporting
Capabilities

Reporting and analytics – custom-configured reports on donors’ target groups based on their donations.

Mass Mailing
Service

Preparation of mailing lists, including current donors and enabling partial automation as part of the 1% Campaign.

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Outcomes

Optimized
Workflows

The Salesforce solution significantly enhances the accessibility of information, resulting in a more efficient and effective daily workflow for the foundation.

Effective
Communication

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

Improved
Information Management

Organizing the database made the information more valuable and helped the Foundation better manage its tasks and plans.

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