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Nonprofit

Industry

The client is a charity organization based in the Netherlands. The company helps people fight inequality to end poverty and injustice. The company works to find practical, innovative ways for people to lift themselves out of poverty and thrive, supporting them to raise their voices and hold governments and the private sector to account. Company size: 300-400 employees.

Client

Salesforce Solutions

Challenges Outline

~ 2 months

Duration

Vimera Team

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The company utilized a non-Salesforce system to manage donations and volunteer activities. The system was not stable and did not have enough flexibility to fit new business requirements, so it was decided to move to Salesforce Nonprofit.

The donation process was not clear enough, it took time to track and analyze funds which have been donated.

There was no direct integration between donation and payment systems. This caused all transactions to take longer to process.

There was a lack of notification regarding the donation processes, updates on the stages, and volunteer shifts. As a result, employees had to create their own reminders. This resulted in missing shifts and loss of company funds.

The Vimera team implemented the Nonprofit Success Pack (NPSP) to track and manage donations as well as to manage donation relationships, programs and benefit disbursements.

The Vimera team provided a donation centre to allow donors to register and subscribe for one-time or monthly donations, as well as to track which programs the donations were sent to using transaction history.

The Vimera team implemented Volunteers for Salesforce (V4S), which helps the company manage volunteering programs, jobs and shifts using Skills Management and Events Calendar.

Based on the client's request, we configured an integration with the financial system for social good communities. The integration allows the company to significantly reduce the time it takes to process donation transactions.

The Vimera team updated notification processes with automation. Volunteers, agents and managers are now aware of any valuable change related to their Salesforce data.

We made significant changes to the internal processes, making them simpler and more convenient. Managers approve and collaborate on a single platform, Salesforce, where all data is stored in an easy-to-access format.

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Approximately 10 working hours were saved per volunteer per month as a result of Volunteers for Salesforce implementation.

Streamlined time-consuming processes and enhanced its ability to make proactive, data-driven decisions.

The time teams spend on administrative tasks is reduced by 21%.

Managers also reported that the motivation of volunteers increased.

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Marketing Team Lead Consulting Company
Canada

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