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

The Challenge
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
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