World Impact
Empowering urban leaders through faith-based training
Streamlining program management
World Impact relied on spreadsheets and disconnected systems to manage its training programs. Manual processes slowed operations, limited visibility into program health, and made it difficult for teams to track site readiness, student engagement, or application progress. Fíonta implemented a centralized solution for the organization’s Church-Based Seminary (CBS) pilot, creating a scalable model for program management.
Challenges
- Disconnected data stored in spreadsheets
- Manual application process
- No program lifecycle view
- Limited reporting
- No automation
- Fragmented systems
Solutions
- Implement Salesforce Nonprofit Cloud
- Implement Salesforce Experience Cloud
- Create dashboards for better program insight
- Enable capabilities to collect, connect, and track data
- Configure automations
Results
- Reduced manual work by eliminating spreadsheet use and duplicated data entry
- Improved program insight by creating dashboards and structures to track outcomes
- Increased renewal rates and reduced lead conversion time
Project highlights
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Application integration
We built structured flows and embedded web forms to collect partner site data.
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Form customization
We developed CBS application and course completion forms using Flow Tool Kit.
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Automations
We configured workflows to trigger status updates, tasks, and email alerts. To improve renewal management, we set up automated reminders at 30, 60, and 90-day intervals.
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Dashboards and insights
We enabled real-time reporting on partner site activity and student participation.
Project Summary
Fíonta implemented Salesforce Nonprofit Cloud as a single source of truth for World Impact’s program operations. Using Salesforce Experience Cloud, the team built structured application workflows and embedded forms to capture standardized site and student data. Automations were configured to update program statuses and send reminders based on milestones, improving process efficiency.
Dashboards were deployed to deliver real-time insights into site enrollment and program activity. Fíonta also facilitated user testing and training through a Train-the-Trainer model to ensure long-term adoption and success.
Outcomes
With Salesforce in place, World Impact has streamlined its application and partner site workflows. Teams now access real-time data on student progress and program status, allowing them to focus on growth and impact instead of administration. The system also supports stronger partner engagement and improved renewal outcomes. Sales and mobilization teams benefit from greater visibility into application stages and can act on data to accelerate lead conversion and program expansion.
