Case studies

Some Giveclarity clients

We work with charities, non-profits and social enterprises, from the smallest operations with only two or three personnel to huge, multi-national charities with offices and operations across the globe.

Many clients are happy to lend their name to our work while others are more shy about revealing their secrets!

Here’s a selection of the former.

Organisation:

Fairtrade Foundation

Categories

Fundraising / Campaigning / Grant Management / Email marketing / Clarity Gift Aid / Clarity Data Transform / Clarity Banking

Fairtrade Foundation

Fairtrade save days of time switching to Salesforce

About Fairtrade

Fairtrade is a global movement with a strong and active presence in the UK, represented by the Fairtrade Foundation.

Fairtrade is a movement for change that works directly with businesses, consumers and campaigners to make trade deliver for farmers and workers.

The Challenge

Fairtrade identified a need for a single Supporter Data Management System (SDMS) to support these activities. Prior to their move to Salesforce, their data existing data was in various sources, meaning considerable data cleansing/preparation was required.

Project Aims?

  • To consolidate all separate data systems to obtain one single view of supporters (particularly income data)
  • Improve data quality and adhere to governance/compliance requirements (duplicates, opt in/opt out).
  • Perform analysis of supporter profiles to allow targeted approach with target of increasing individual giving considerably.
  • Leverage automated processes and add-on applications to reduce administration time as much as possible (e.g. integration of direct debit, easy process for gift aid).

Fairtrade had a number of disparate systems being used (e.g. IMIS, Excel and Outlook).  They also use Engaging Networks to engage with supporters online and easy integration of this data into Salesforce was key. Income processing information was also key – again held in many different systems and bringing this into one central place was critical.

The Solution

Fairtrade chose Salesforce and the Non Profit Success Pack (NPSP) as the platform for this activity.   In addition, they chose a number of apps from Giveclarity such as Clarity Banking, Clarity Data Transform and Clarity Gift Aid.  Clarity Baking is used for the reconciliation of banking files containing Standing order information. A banking process was previously taking 3 days to complete, it now takes 30mins!

Clarity Data Transform for files from Engaging Networks, Virgin Money and just Giving and Clarity Gift Aid to manage the Gift Aid process end to end.  A key part of the system was integrating Salesforce with Engaging Networks, (used for campaigning activity). 

What were the benefits of the integration?

EN is now synced with Salesforce every night, with minimal manual intervention  – this two systems were completely separate previously holding the single source of truth in salesforce about contacts who have opted into emails, and have taken online actions - what they are seeing and when they are responding.   Credit Card donations are automatically created against supporter records in SF

 How was it working with Giveclarity?

“Thank all of your fabulous people for their hard work on the Fairtrade project. You've all been excellent to work with, and have done a great job for us.”

Tim Body, Data Manager, Fairtrade Foundation

 

 



Let's keep in touch

0845 456 3970

info@giveclarity.org

Giveclarity.org
Crown House,
72 Hammersmith Road,
London
W14 8TH

 

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