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Increasing donations with holistic view of supporters

The Oklahoma Medical Research Foundation (OMRF) was founded in 1946 with the mission of conducting biomedical research that would help people live longer, healthier lives.

Since then, OMRF’s scientists have conducted research leading to breakthroughs in the treatment of Alzheimer’s disease, autoimmune diseases, HIV/AIDS, cancer, multiple sclerosis, and many other diseases and conditions.

Fíonta successfully supported OMRF in leveraging Salesforce and Marketing Cloud Account Engagement (formerly Pardot) to enhance and expand their development and fundraising efforts. By implementing best-in-class technology solutions, OMRF aimed to achieve a holistic view of donors, streamline reporting processes, and improve external communications.

The implementation of Salesforce NPSP and Pardot has moved OMRF forward to the present and prepared us for the future, so that we are more competitive for scarce donation dollars. This important step has enabled OMRF to improve our communications with long-time and new supporters and donors.
Brent Keck
Associate Vice President and Chief Information Officer

Oklahoma Medical Research Foundation’s outdated legacy systems and manual processes hindered development and fundraising activities.

Outdated legacy systems and user experience

OMRF’s foremost pain point stemmed from its outdated legacy systems, which presented significant challenges for staff. These systems were difficult to navigate, creating a steep learning curve that limited the effective utilization of the organization’s CRM and fundraising tools. The complex user interface slowed down daily operations, frustrating employees who struggled to adapt to the archaic systems.

CRM limitations and communication challenges

OMRF’s CRM operated on a slow two-year update cycle, restricting the implementation of essential improvements and enhancements. Because of this delayed cycle, OMRF was slow to adapt to changing needs and emerging technologies. The lack of accessible and modifiable reports for development staff hindered their decision-making processes, and external communications struggled to reach the right prospective donors due to minimal list segmentation or integration with the core CRM.

To transform its operations, OMRF adopted Salesforce NPSP and Marketing Cloud Account Engagement (MCAE), complemented by customized training from Fíonta, to streamline donor and fundraising management while enhancing donor engagement.

With Salesforce NPSP, OMRF’s development officers gained access to comprehensive donor data, empowering them to make informed decisions and dynamically maximize donor opportunities.

Salesforce NPSP’s robust reporting capabilities simplified compliance and reporting tasks, providing valuable insights into operations they previously did not have.

Fíonta assisted OMRF with MCAE implementation, facilitating compelling, scalable, and targeted engagement campaigns.

Fíonta’s customized training empowered OMRF’s team to self-serve in report creation and data segmentation, reducing reliance on external support and fostering data-driven decision-making. This holistic approach positioned OMRF for sustainable growth and a more profound impact on medical research and philanthropy.

OMRF fundraising dashboardOMRF uses MCAE for donor engagement

Streamlined donor and fundraising management

By implementing Salesforce, OMRF gained a comprehensive and easily accessible database of complete donor data. Development officers could leverage this data to inform their efforts and maximize opportunities, whether working in the office or remotely.

Customized training

Fíonta’s customized training empowered OMRF development officers and staff to become self-sufficient in creating custom reports, pulling segmented lists, and utilizing the full capabilities of the Salesforce and MCAE platforms.

Enhanced reporting capabilities and targeted engagement campaigns

Salesforce NPSP’s comprehensive reporting functionality streamlined reporting processes for OMRF staff, making it easier to generate required reports and access valuable metrics. MCAE helped OMRF deliver compelling and scalable engagement campaigns seamlessly integrated with core Salesforce NPSP, ensuring that all engagement activities sync automatically with contact records.

The successful implementation of Salesforce and MCAE provided OMRF with streamlined donor and fundraising management, improved reporting capabilities, and enhanced engagement campaigns. With Fíonta’s support, OMRF has the tools and knowledge to maximize its development and fundraising efforts, ultimately enabling it to continue making impactful discoveries in biomedical research.

Our resourcing team staffs each project with care. Team members involved in this initiative included the following:
Project manager

A project manager oversees all aspects of a project, including budget, schedule, scope, and risk management. They work closely with the technical lead to manage and escalate risk and act as the main point of contact with clients and internally, providing regular updates on the project’s progress.

Technical architect

Technical architects are senior advisors specializing in functional, platform, and integration architecture. They communicate technical solutions and design tradeoffs to clients, provide a delivery framework, and oversee the design and development of complex solutions, ensuring the technical soundness and integrity of the final product.

Configuration specialist

A configuration specialist configures a client’s Salesforce instance based on a technical lead’s solutions to client requirements. They can specialize in different areas and are responsible for building functionality, configuring standard and custom Objects, creating automations, customizing layouts and permissions, implementing apps, and performing low-complexity data import/export.

Salesforce developer

A Salesforce developer builds and customizes applications with Salesforce-specific features, including Apex, Visualforce, and the Lightning Component Framework. They also use Salesforce APIs to integrate with other systems.

Technical lead

The technical lead is responsible for implementing the project solution and coordinating technical processes with clients and the project team. They manage the design, internal and external testing, and deployment activities to ensure deliverables are on schedule and meet quality standards. They may also serve as a solution architect. The technical lead works closely with project managers to manage and escalate risk and is one of the primary contact points with the client.