Compassion in World Farming

With Giveclarity's support, Compassion in World Farming introduced Salesforce across Europe

Compassion in World Farming was founded in 1967 by a British farmer, who was horrified at the development of intensive factory farming. Compassion has been the voice of farm animals, working on behalf of everyone who wants to see an end to factory farming cruelty.

By working in partnership with inspirational supporters, progressive policy makers and visionary companies, they are mobilising a movement for far-reaching change in farming that can feed the world and will improve the quality of life for billions of farm animals.

With Giveclarity’s support, Compassion in World Farming introduced Salesforce across Europe…

The Challenge

Compassion identified a need for a single CRM system to enable them to grow into new markets and new functions, but also retain control and ownership of all data at a central level.

They chose Salesforce and the Non Profit Starter pack (NPSP) as the platform for this activity. The project covers their UK HQ, France, Netherlands, USA, Poland and Italy offices, plus representatives in China, South Africa and Belgium and a total of over 60 Salesforce users.

Project Aims

  • To create a centrally managed, organisation-wide resource for the storing and sharing of contacts and the knowledge/learnings associated with them
  • Remove departmental/country “silos” of data
  • Ensure coordinated, clear communications with contacts

As Compassion expands into Europe and beyond, each country requires a system to support their work and enable them to widen their function into areas such as fundraising when they are in a position to do so. Compassion HQ needs to be in a position to support these offices whilst retaining control and ownership of all data.

As a campaigning charity, it is vital that all contact with external stakeholders is co-ordinated to maximise impact and ensure Compassion achieves its strategic aims.

Compassion had a mix of contact management systems in place (e.g. Raisers Edge, Access, Salesforce, Excel and Outlook). Online advocacy and email tool, Engaging Networks, is used by the UK, France, Netherlands, Poland and Italy offices to engage with supporters online and easy integration of this data into Salesforce was key.

The Fundraising team was looking to ‘personalise’ rather than just segment data and to Value someone’s engagement with Compassion based on non-financial criteria as well as RFV. A good measure was the time taken to co-ordinate cross-department communication with contacts (e.g. sending Christmas cards!) and needed to be a much simpler and less time consuming process.

A key part of the system was integrating Salesforce with Engaging Networks (used for campaigning activity). Why was this so important?

  • It allows CiWF to provide an online advocacy system for each office, which is centrally managed
  • It provides an excellent platform for advocacy work
  • All online fundraising in overseas offices is done via Engaging Networks

Benefits of the Engaging Networks Integration

  • EN instances are now synced with Salesforce every night, with minimal manual intervention – this previously took many steps and many days, and was rapidly out of date
  • Single & repeat Credit Card donations (and soon Direct Debits in NL) are automatically created against supporter records in SF
  • Now able to see that supporters are opted in to multiple countries email lists – much easier to identify highly active and motivated supporters; supporters can give much more than money; a much more accurate and complete picture of engagement
  • Able to see that other contacts who have opted into emails, and have taken online actions – now know what they are seeing and when they are responding
  • Able to “push” information back to Salesforce, such as donor type & last donation date, so it can be used to segment and target emails

Main Benefits of using Salesforce

  • Central One CRM system, used by all departments, multiple functions rather than separate systems.
  • Ability to support fundraising in multiple markets
  • Highly customisable (in house) and flexibility to suit all requirements.
  • Integration with multiple third party apps to extend functionality of Salesforce
  • Very flexible, highly customisable system
  • Easy to use
  • Cloud based
  • Salesforce AppExchange – ability to extend functionality easily
  • Keep costs down – License donations and discounts from Salesforce.org

Head of CRM

James Measey

"Having Giveclarity as a partner means we know that whatever may be required of Salesforce in the future, even if its a particularly complicated project, we are confident we will be able to deliver it with their help and support. We have had an ongoing support contract with Giveclarity since we went live with Salesforce, and they have always provided us a great level of support and assistance. It feels a bit like they are an extension of our team - we always know they are there to help when needed which is so helpful. We have been with Giveclarity since the start and whilst I cant believe that 10 years have gone by since then, I would just like to say a big thank you to everyone at Giveclarity for their help and support over the last 10 years - both personally and professionally it has been a pleasure to work with you all, thank you."