TMCF needed to convert its existing Salesforce Sales Cloud to Salesforce Nonprofit Success Pack (NPSP) for improved donor relationship tracking, enhancing TMCF’s business processes to optimize donor management and fundraising.
TMCF recognized the importance of establishing a robust system to track and manage a wide range of donor relationships meticulously. To encompass corporate and individual donors, TMCF embarked on a mission to implement a comprehensive platform that would serve as a centralized hub for monitoring and nurturing these vital connections.
To ensure the integrity and reliability of their data, TMCF recognized the need for a meticulous review of their existing information. By undertaking a thorough evaluation, TMCF aimed to identify areas that required improvement and implement updated management processes aligned with industry best practices. This proactive approach ensured data hygiene and established a strong foundation for effective data management practices.
In their pursuit of excellence in donor management and fundraising, TMCF set out to improve their business processes to align with the native functionality of NPSP. By embracing the capabilities of NPSP, TMCF aimed to streamline its operations, optimize workflows, and unlock the platform’s full potential for efficient donor engagement and successful fundraising endeavors.
Fíonta embarked on a comprehensive plan to implement and enhance NPSP for TMCF. Fíonta successfully converted TMCF’s Salesforce Sales Cloud to NPSP, enabling improved tracking of donor relationships and engagement.
The upgrade to Salesforce Lightning further enhanced functionality, and Fíonta’s customization of their NPSP met TMCF’s specific needs, facilitating effective tracking of corporate and individual donations. They incorporated several years’ worth of individual donations into their system and utilized General Accounting Units (GAUs) and Campaigns to allocate and track funds effectively.
Additionally, TMCF implemented Apsona to streamline data deduplication and document generation processes, seamlessly integrating solutions like MobileCause and Double the Donation with Salesforce NPSP. TMCF curated reports and dashboards to gain valuable insights, enabling better data visualization.
Salesforce was implemented as a centralized repository, improving information maintenance for staff.
Drupal 8 customization enabled fellows to access self-service tools and networking features.
Custom modules and components successfully transferred, preserving existing appearance while leveraging new theme functionality.
TMCF now has a reliable central source of data to power its development and fundraising efforts at scale, with ongoing training and refinement from Fíonta as needed to ensure that the TMCF team can maximize efficiency using the Salesforce platform.
Steering all project facets like budget, schedule, scope, and risk management while collaborating with technical leads on risk handling, our project managers serve as the primary liaison with clients, offering frequent updates on project progress.
Focused on data analysis, schema design, data migration management, and complex data integration. They collaborate with clients and internal teams, handle data mappings, configure data sources, create scripts or apply tools to execute data migration and/or integrations, write test scripts, and document any deviations from original migration plans.
Salesforce developers specialize in crafting and tailoring applications beyond what is available out-of-the-box using Salesforce-specific tools like Apex, Visualforce, and the Lightning Component Framework, and integrating with various systems through Salesforce APIs.
Specializing in Salesforce and associated systems, our experts configure client instances following technical leads’ solutions, focusing on building functionality.