The Challenge

To move from a system of several different data silos and moving data from one system to another.

Project Aims

  • A single donor/customer centric view, which is cloud based and accessible from anywhere within organisation
  • To have a system that is easier to maintain, develop and update in-house
  • To improve data integrity and security – minimise risk
  • To have a more valuable reporting/management information source
  • To be able to see performance in real time through live dashboards
  • To increase revenue significantly one year from Go Live through better stewardship and better campaign data selection
  • To increase supporters by 30% in this time (due to closer monitoring of activity and being able to react immediately to changes in circumstances/giving behaviour)

The Solution

  • Salesforce Nonprofit Cloud for CRM with Salesforce Lightning to manage key fundraising activities such as regular and individual giving
  • Implementing mail merge using a designated third-party application, integrated with Salesforce
  • Lightning interface, Paths and Process Builder to enhance supporter contact records and optimize user workflow – especially managing high-value solicitations
  • Clarity Banking (Giveclarity AppExchange App) for Banking processing – BACS reconciliation and follow-on processes
  • Clarity Gift Aid (Giveclarity AppExchange App) – to automate HMRC Gift Aid claiming
  • Jitterbit and Clarity Data Transform for importing third party files and payments
  • Extensive suite of reports and dashboards
  • Set up Giveclarity Campaign Export app
  • Set up GDPR solution for consent management
  • Set up and configurated multi currency for payment processing
  • Significant user training provided