Leprosy Mission

They are able to better segment their supporters tailor their communication better thanks to their Salesforce implementation

About The Leprosy Mission

Leprosy Mission are an international Christian development organisation that diagnoses, treats and offers specialist care, including reconstructive surgery, to leprosy patients. Our aim is to transform and empower the lives of people affected by leprosy.

The Challenge

To move to a new CRM system. Systems were out of sync as Progress CRM, Engaging Networks and the TLMEW Website worked in silos and did not automatically communicate with each other.

Growth of technology has meant emails, Facebook and Twitter are increasingly popular, hence the need for a way to manage all these different kinds of ways to interact. Also, there was a desire to attract new supporters such as baby boomers and millennials who are more inclined to use mobile devices and numerous digital applications.

Processes and IT systems must comply with legislative changes such as the new EU Data Protection Act.

The Solution

  • Salesforce Nonprofit Cloud for CRM and to manage key fundraising activities such as regular and individual giving
  • 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
  • Clarity Data Transform for importing third party files
  • Data Migration into Salesforce
  • Engaging Networks integration
  • Configure campaigns, including Campaign Export Format (CEF) tool

The Result

  • Improved and additional system functionality to support fundraising and supporter care activities
  • Improved quality, flexibility, speed and ease of reporting
  • Automated two-way daily data transfer between Salesforce and Engaging Networks
  • Easy to access, but secure system with Effective Disaster Recovery
  • Staff can quickly adapt to Salesforce
  • Adherence to new General Data Protection Regulations (GDPR)
  • Easy management and creation of donor journeys
  • Improved donor interaction by segmentation, targeting, personalisation etc.
  • Automation of our Finance processes has also help simply what used to be a painful task for the Finance team.

 

Senior Systems Analyst

Pragna Patel

“We have been with Giveclarity since the start of our journey with Salesforce. Having them help with the original implementation gave us a great basis to work from. This includes the great training they provided the superusers at the beginning of the journey. Having them in the background as our Salesforce support is always re-assuring. Thank you Giveclarity for your support over the years!"