Integrated Salesforce Solutions: NPSP Implementation, Data Migration, and Enhanced Nonprofit Management Features.
A nonprofit organization committed to spearheading a transnational network that empowers Latino leadership, amplifies influence, and channels philanthropic resources into our communities to foster a fairer world.
THE CHALLANGE
The organization encountered difficulties managing donations and membership payments due to a lack of website integration. This resulted in all data being directed to Stripe and required manual entry into Salesforce and QuickBooks, leading to significant data inconsistencies.
THE SOLUTION
NPSP Implementation:
Implementation of the Nonprofit Success Pack (NPSP) to optimize Salesforce for nonprofit organizations.
Migration of over 200,000 records from Sales Cloud to the NPSP data model, ensuring data integrity and a seamless transition.
Program Management Module (PMM) Implementation:
Implementation of a PMM to effectively manage and track various programs within the organization.
Development of a customized component for tracking constituent program allocation preferences, enhancing program management and donor engagement.
Accounting Ledger Allocations:
Customized solutions for accounting ledger allocations to streamline financial processes and ensure accurate allocation of funds.
Enhanced Reporting and Dashboards:
Creation of comprehensive reporting and dashboards to provide valuable insights and analytics for informed decision-making.
Event Management:
Implementation of event management capabilities to manage and track organizational events, improving event planning and execution.
Integration with Mailchimp and iWave:
Integration with Mailchimp for email marketing automation and with iWave for prospect research and wealth screening, enhancing donor engagement and fundraising efforts.
