Success Story
International aid organisation
Nonprofit Cloud Implementation
Introduction of Salesforce Nonprofit Cloud to transform IT infrastructure and digitise fundraising processes.
A new, future-proof platform should reduce time and simplify processes to ensure consistently high performance in data processing. In addition, the data management of data sets was one of the most important objectives.
In addition, we developed our Selection Hub with the client. The tool enables fine-grained donor selections and evaluations which were not possible at this scale in Salesforce.
CHALLENGES
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Replacement of the MS Dynamics Navision system as CRM system
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Mapping of the entire fundraising process in one system
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Simplification of complex business processes and reduction of manual workflows
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Increased performance when processing very large amounts of data
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Migration of over 80 million data records
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Complex donor selections and combinations for reporting and marketing
SOLUTIONS
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Implementation of the Nonprofit Cloud with accompanying automations
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Mapping of various donor service and fundraising processes
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ERP data exchange via a real-time interface
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Fully automated document generation
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Processing and mapping of payment management via digital donation booking and automatic allocation of payments
RESULTS
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Successful migration of an ERP system to a powerful CRM system
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Holistic 360° customer view through combination of ERP system, nonprofit cloud with many interfaces
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Time saving and reduction of errors due to automated standard processes and plausibility checks of data
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Digital donation accounting with automatic allocation of payments and automation of document generation
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Successful migration of 80 million data records into Salesforce within 3 days
Initial situation & challenges
Fragmented system landscape and manual work steps
Microsoft Dynamics NAV was to be replaced as the CRM. In order to reduce time and simplify processes, the IT structure was to be changed to a digital, scalable and future-proof platform. A consistently high performance of the new platform and the implemented solutions for the data processing of over 80 million data records was one of the most important objectives.
Solutions
Implementation of Nonprofit Cloud and Selection Hub, interface management, new reporting options
In cooperation with the customer, the Nonprofit Cloud (Sales Cloud with NPSP package) including important solutions and interfaces was implemented and further developed.
Implemented solutions
- Salesforce Nonprofit Cloud
- Talend
- FinDock
- OpenText
- Selection Hub (own solution)
Results
Modern CRM, automated document generation, 360° customer overview
- Complete replacement of the ERP system as a CRM system
- Successful data migration of over 80 million data records
- Holistic 360° donor view through integration with other key systems and through custom extensions to the Salesforce system.
- Time savings and reduction of error-proneness through (full) automation of existing work and complex business processes as well as plausibility checks of data
- Mapping of all fundraising processes on a digital platform
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