Case Study
Enhancing donor management and efficiency with Salesforce.
Discover how Salesforce can help elevate donor engagement and streamline fundraising efforts.
engagement type
Managed Services
product
Sales Cloud
industry
Nonprofit
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The Greater Washington Partnership, a nonprofit alliance in Maryland, Virginia, and DC, utilizes donor management to promote regional growth and prosperity.
Overview
- Key Challenges: Diverse goals, scattered data, missed donors, poor reporting.
- Key Solutions: Centralized tracking, custom fields, targeted outreach, event management.
- Key Results: Stronger relationships, better management, higher retention, efficient grants.
challenges
- Navigating Diverse Priorities: Aligning Maryland, Virginia, and D.C.'s distinct economic goals complicated donor engagement.
- Fragmented Donor Data: Scattered donor information across emails, spreadsheets, and paper files hindered tracking and trend analysis.
- Missed Engagement Opportunities: Lack of a centralized system led to unrecognized repeat donors and missed major donor prospects.
- Limited Reporting Capabilities: Insufficient data impeded the measurement of fundraising campaign effectiveness and donor impact.
Solutions
- Centralized Opportunity Tracking: Implemented Salesforce's "Opportunity" object to track potential and actual donations.
- Custom Donor Fields: Created to capture detailed donor information.
- Engagement Scoring: Used tools to assess donor interaction levels for targeted outreach.
- Event and Activity Management: Managed donor events within Salesforce, tracking RSVPs and attendance to personalize donor experiences.
- Notes and Activities Documentation: Leveraged Salesforce’s notes and activity tracking to document all donor interactions, ensuring continuity and personalized communication.
Impact
- Strengthened Donor Relationships: Personalized communication fostered stronger donor relationships, increasing engagement and support.
- Effective Donor Management: Tracked contributions and communicated impact effectively, ensuring timely and personalized outreach.
- Increased Donor Retention: Achieved through targeted appreciation and tailored fundraising efforts, leading to more successful campaigns.
- Streamlined Grant Management: Simplified grant application and management processes within Salesforce, improving tracking and reporting.