How To Modify Donor Management For Nonprofits

Client Success Story

Industry: Nonprofit Organization

Business Model: donor management

Location: Berlin, Germany

Tools

Salesforce Nonprofit Cloud, Apex Technology, Fundraise Up, Pardot, Mailchimp

Timeline

16 Months

Outcome: We help nonprofits build stronger donor relationships, track contributions effectively, and ensure meaningful engagement with supporters.

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Client Overview

A Berlin, Germany based nonprofit organization focused on creating jobs, improving livelihoods, and driving economic growth to end extreme poverty partnered with Wrinom Solutions to transform its donor management for nonprofits and campaign processes. Leveraging Salesforce Nonprofit Cloud (NPC) and other advanced tools, Wrinom streamlined operations, enhanced donor engagement, and automated financial workflows.

Key Challenges Faced By Donor Management For Nonprofits

1. Outdated Data Management

This was slow and error prone since donor management for nonprofits and account tracking had exceeded 12000 and 9000 respectively and most data was in spreadsheets.

2. Manual Donation Tracking

Dependent on more than 100 Excel formulas, complicated and likely to include many mistakes.

3. Scattered Interaction Data

The disintegration of donor engagement records was cross-platform that made effective relationship management unachievable.

4. Unrefined Donor Segmentation

Lack of connectivity between these systems made it difficult to group and accurately target for a given campaign.

5. Time-Consuming Reconciliation

Despite efforts made manually to match incompatible transactions, the process caused great wastage of resources.

Solutions

1. Centralized Donor Records

Household and Organization Account Model: Formation of a new structured layout of donors in the Salesforce Nonprofit Cloud to enhance organization and easy access when parsing through shared databases.

2. Real-Time Donation Insights

Apex Triggers: Able to allow roll up fields to provide direct tracking for donations thus likely to eliminate delays and mistakes.

3. Coordinated Donor Communication Technology

Tasks and Interaction History: The implementation of Nonprofit Cloud was to consolidate the donor engagement data for a complete view of the relationships if any.

4. Enhanced Marketing Campaigns

Integrated Marketing Data: Integrated Connected Nonprofit Cloud with a marketing automation tool to mirror donor categorization and develop campaigns strategies.

5. Automated Financial Reconciliation

Fundraise Up Integration: Optimised of matching efforts related to transactional processing that requires little or no manual intervention on reconciliation.

Tools and Technologies Used

1. Salesforce Nonprofit Cloud

2. Apex Technology

3. Fundraise Up

4. Pardot

5. Mailchimp

Results Achieved

1. Effortless Donor Management

Centralized records cut manual data entry time to half a day to several hours every week.

2. Real-Time Campaign Insights

As insiders could make instant donations, tracking the same allowed for the making of much faster and informed decisions on methods and targets for the outreach of other donors.