Wycliffe Bible Translators

Fundraising

GDPR

“We're on track to grow fundraised income 30% this year, and I have a team that is happy with their CRM and engaged with how to make it work for them”

About Wycliffe Bible Translators

Today, 1 in 5 people around the world are still waiting for a Bible in their own language. Wycliffe works with urgency to provide universal access to the Bible, giving all people the chance to read, hear and respond to God’s word for themselves.

The Challenge

In 2017, Wycliffe migrated from Raisers Edge to Salesforce. This implementation (from here on referred to as ‘Salesforce 1’) used software for donor management that was unsuited to the needs of a British charity.

  • The third-party donor management software was not geared for UK-centric payment processing, such as Gift Aid and Direct Debits
  • Processes were unnecessarily manual – for example, the key supporter team were not automatically being alerted as donations came in
  • Across the organisation, users were not equipped to maximise Salesforce and there was antipathy towards it

Project Aims

  • On time and within budget
  • Make easy to follow processes and automated donation processing to help the Supporter Relations team
  • Change perceptions of Salesforce within the organisation – i.e. ‘it’s on our team’
  • Clear & easy permissions management
  • Automated bank reconciliations to make Finance’s life easier
  • Cleaner data – less duplicates, track historic income and ‘at a glance’ views

Director for Supporters, Wycliffe UK

Robin Peake

“Everyone disliked Salesforce. Our processes were slow and our teams were frustrated.”

The Solution

  • Implementation of Salesforce’s Nonprofit Success Pack (NPSP) to manage key fundraising activites such as regular and individual giving
  • Upgrade from Salesforce Classic to Salesforce Lightning User Experience
  • Deployed Giveclarity’s standard consent management solution to help Wycliffe conform to GDPR requirements
  • Supporter Care – making use of market-leading Salesforce Service Cloud functionality such as Cases, Email-to-Case, Web-to Case and Email templates
  • Implementation of Findock for income processing (standing orders, credit/debit cards, CAF files, Gift Aid etc). Find out more about Findock’s success story here:
  • Installed and configured Eventbrite Connector for Event Management
  • Giveclarity’s Export to Finance solution, providing reconciliation with their accounting system
  • User, admin and project team training from Giveclarity’s dedicated Salesforce Trainer

The Results

  • “Since we launched Salesforce 2, we’re on track to grow fundraised income 30% this year, and I have a team that is happy with their CRM and engaged with how to make it work for them” Robin Peake
  • Processing donations after Christmas used to take 2 weeks – it now takes 2 days
  • On track to thank 90% of donors within 5 working days (target was 80%)

Director for Supporters, Wycliffe UK

Robin Peake

“The wellbeing and happiness of our staff is really important to us and directly impacts their work. During our initial move to Salesforce we didn’t set our Supporter Care team up for success so this time around we really wanted to focus on how we process donations. The objective was to make their jobs easier so they could focus on more meaningful work.”

“Since the upgrade, we have a goal to thank 80% of our donors in 5 days, and we’re on track to achieving it. It’s something that’s very important to our Supporter Care team, and would not have been possible before the move to the Nonprofit Success Pack (NPSP) and FinDock.”

“We have zero regrets about choosing Giveclarity - they have the Salesforce expertise combined with exceptional project management skills which allowed us to understand fully what we were getting ourselves into, and keep on top of costs and timings. If we had to do it all again, we'd turn to them again in a heartbeat."

Lead Consultant on the project

Eze Chiana

“When Wycliffe came to Giveclarity they already had Salesforce but were unhappy because they were still on the uninspiring Classic interface and their donation processing app was not fit for purpose. Alongside the team from Wycliffe, we derived immense fulfilment delivering the Salesforce 2 project which did not only have to succeed from the usual technical and functional aspects but also from an emotional one - winning back the hearts and minds of the users.”

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