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Nonprofit

Industry

The company based in the United Kingdom is related to the nonprofit sector. The company provides emotional support 24/7 for people who are struggling to cope and also manages the donations. Company size: ~100 employees.

Client

Salesforce Solutions

Challenges Outline

~ 3 months

Duration

Vimera Team

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The company utilized the old version of Salesforce Nonprofit. There was a lack of flexibility in the configuration, and no capability or restrictions to dynamically hide or include data.

There was no place for the client, in which he could obtain some information about his case without messaging or calling the agent. As a result, agents were overwhelmed with calls and emails about topics, which could be covered in particular articles.

There was no direct connection between the donation and accounting systems, which led to additional time spent on transferring, verifying, analyzing and approving data.

The Vimera team built a special Experience Cloud Site integrated with a payment system to let donors visit a single source where they can make donations, read about similar experiences of other people or share their own story as an experience for others.

The Vimera team implemented an Accounting Subledger to connect the company’s fundraising data with the accounting system.

The Vimera team created a Knowledge Base and configured articles. Agents and external users now can use a knowledge base of articles with frequently asked questions that can be securely shared.

The Vimera team implemented the Nonprofit Success Pack (NPSP), which helps the company to manage and track relationships between donations, donors and fundraising units as well as to create recurring donations.

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Now the client has a solution where donors can easily make donations, visitors can find all information in the knowledge base and everyone will gain a positive experience.

With the help of the portal, the company enhanced its donor engagement strategy and retained more donors (a 15% increase in the first 3 months).

The connection between fundraising and accounting systems allowed the company to increase accounting transparency, helped to use agents' time more efficiently and provided a unified view of data transactions.

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Marketing Team Lead Consulting Company
Canada

Fedor Orth
Head of Software Engineering
Clear Aligner Provider
Berlin, Germany