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.

Photo by Larm Rmah on Unsplash

The client is an international development organisation for people with disabilities. The organisation's goal is to break the cycle of poverty and disability in developing countries and to create a better quality of life and equal opportunities for people with disabilities.

Location Germany
Employees > 150
Industry Non-profit organisation
Solutions Nonprofit Cloud, Talend as ERP (to replace MS-Navision), GenoCash Interface, FinDock, OpenTextGenoCash Interface, FinDock, OpenText, Selection Hub (own solution)

Go Live

September 2020

We embarked on a very complex and long journey in the project, in which CCG proved to be a trustworthy and reliable partner. The result was a complete success and has laid the foundation for further digitisation of our organisation.

Division Manager IT & Org.

Success Story at a glance

CHALLENGES

  • Replacement of the MS Dynamics Navision system as CRM system
  • Mapping of the entire fundraising process in one system 
  • Simplification of complex business processes and reduction of manual workflows
  • Increased performance when processing very large amounts of data
  • Migration of over 80 million data records
  • Complex donor selections and combinations for reporting and marketing

SOLUTIONS

  • Implementation of the Nonprofit Cloud with accompanying automations
  • Mapping of various donor service and fundraising processes
  • ERP data exchange via a real-time interface
  • Fully automated document generation
  • Processing and mapping of payment management via digital donation booking and automatic allocation of payments

RESULTS

  • Successful migration of an ERP system to a powerful CRM system
  • Holistic 360° customer view through combination of ERP system, nonprofit cloud with many interfaces
  • Time saving and reduction of errors due to automated standard processes and plausibility checks of data
  • Digital donation accounting with automatic allocation of payments and automation of document generation
  • 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.

Fundraising process is spread over several systems

80 million records had to be migrated

Many manual workflows and business processes

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

Central mapping of fundraising in one system

Successful migration of 80 million records in 3 days

Simplification and automation of all work processes 

 

Interested in our services? Get in touch.

Card Icon

Callback Service

Use our contact form to arrange a callback.

Contact Form

Card Icon

Email

Send us an email and we'll respond within one business day. 

Send Email

Card Icon

Call

You can reach us by telephone from Monday to Friday from 9 am to 6 pm. 

+49 69 96 75 86 29

Card Icon

Arrange Appointment

Choose your preferred date and book online with Calendly.

Arrange Appointment