South West Wildlife Fundraising Ltd

Fundraising

South West Wildlife Fundraising Ltd (SWWFL) inspires members of the public to support their local Wildlife Trusts through membership and a regular donation.

We represent our eight owning Wildlife Trusts – Avon, Devon, Dorset, Gloucestershire, Hampshire & Isle of Wight, Somerset, Wiltshire and Worcestershire – to the public in face-to-face settings such as local venues, shows and events. Membership provides Wildlife Trusts with vital income and a strong voice to protect our threatened wildlife and influence public policy.

The Challenge

Recruiters and Co-ordinators completed various spreadsheets in Excel. Migrating processes to Salesforce.com meant that Recruiters and Co-ordinators would be able to input the data directly into the system and would allow reports to be generated more easily.

The Solution

  • Salesforce as the ‘go to’ destination for recruiter management at SWWFL
  • SWWFL communicating with recruiters via Salesforce by email or chatter
  • Venues and Events easy to set up in Salesforce
  • Salesforce enables SWWFL to manage their recruiters and plot the recruitment journey
  • Allows SWWFL recruiters to input donor pledges against the relevant Trust and Venue or Event with less margin for error on input, and can provide recruiters with a list of all pledges logged on a weekly basis for checking
  • Aids the booking of venues and events and the allocation of sessions to recruiters
  • Enables automated emails to be sent to recruiters and other contacts, without the need for manual intervention
  • Recruiters able to update their own contact details