Travis Mills Foundation
Supporting post-9/11 recalibrated veterans and their families
Enhancing Support for Veterans
Disparate donor management systems limited successful operations for services available to veterans and their families through the Travis Mills Foundation (TMF) programs. Overcoming these challenges required a scalable and cost-effective solution that would increase efficiency, automate processes, and establish a centralized system for donation records.
Challenges
- Inefficient systems and siloed data management
- Scalability and cost-effectiveness needs
- Lack of a central system of record
Solutions
- Implement Salesforce Nonprofit Success Pack (NPSP)
- Implement Volunteers for Salesforce
- Integrate third-party apps
Results
- Improved fundraising and donor management
- Enhanced digital capabilities
- Increased access to comprehensive data and stakeholder insights
Project highlights
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Implementation of Salesforce NPSP and Volunteers for Salesforce (V4S)
Fíonta utilized NPSP and V4S as the foundation for an expandable and affordable solution for TMF. This consolidation enabled TMF to manage donor and fundraising data better and volunteer information while maintaining a clean and complete data set for each stakeholder.
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Integration of third-party apps
Fíonta integrated selected third-party apps such as Classy, Conga, Quickbooks, and FormAssembly with the new Salesforce instance. This integration extended TMF’s capacity for donor, program, event, and volunteer management while creating a solid foundation for future growth.
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360-degree stakeholder view
By implementing Salesforce NPSP as the central source of truth, TMF’s staff gained a comprehensive 360-degree view of every stakeholder. This holistic perspective allowed TMF to serve its core constituency better and make informed decisions.
Project Summary
Fíonta transformed the Foundation’s online platform into a dynamic hub for essential information by implementing Salesforce Nonprofit Success Pack (NPSP) and Volunteers for Salesforce (V4S). The migration of donor and fundraising data from DonorPerfect to NPSP and volunteer information from Volgistics to V4S ensured that TMF could maintain comprehensive and clean datasets for all stakeholders.
Integrating third-party applications such as Classy, Conga, Quickbooks, and FormAssembly into the new Salesforce instance expanded the Foundation’s capabilities in donor management, program management, event management, and volunteer management, laying a solid foundation for future growth. Implementing Salesforce NPSP as the central source of truth gave Foundation staff a comprehensive 360-degree view of each stakeholder.
Outcomes
The successful implementation of Salesforce NPSP and the integration of third-party apps empowered the Foundation to consolidate its systems, streamline operations, and enhance its support for recalibrated veterans and their families. With Fíonta’s expertise, the Foundation established a scalable and efficient platform that serves as a vital resource for its long-term programs, providing much-needed rest and relaxation to these heroic individuals.
