The configurations in AC’s system were established before the introduction of the Salesforce Nonprofit Success Pack (NPSP), yet it incorporated elements like affiliations and relationships. Additionally, the instance contained a substantial amount of data, much of it redundant or partial, accumulated over the past ten years through various third-party integrations and other sources.
Multiple key functional areas, notably fundraising and event management, were embedded within third-party integrations. This integration significantly contributed to the intricacy of their system, adding layers of complexity.
The existing processes failed to leverage the standard functionalities offered by Salesforce, resulting in inefficient marketing and outreach efforts to both current volunteers and the donor base and hindering effective engagement and connection with these crucial groups.
Duplicated data entries led to disjointed and fragmented workflows, processes, and automation, creating inefficiencies and inconsistencies across the system.
Fíonta helped AC implement Salesforce Nonprofit Cloud (NPC) and shifted data and workflows from their previous Salesforce instance to NPC. AC utilized standard Salesforce functionalities and accessed new NPC features by translating custom object data to standard objects during the data migration process.
The plan was to remove clutter in the form of old data, tools that no longer supported the organization, and former processes.
Implementing NPC as its primary fundraising management tool will allow AC to save time and money by leveraging integrated data within Salesforce.
We tailored the automation within the data processing engine to align with AC’s practices for crediting donors, ensuring it complements AC’s existing business processes and optimizes the integration of data within Salesforce.
Adopting NPC as Phase 1 in the overall upgrade put them in a position to focus on additional Nonprofit Cloud features and functionality in the near future.
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