How Haringey Giving Transformed Donor Management in Just 2 Weeks with Salesforce Nonprofit Cloud

The Challenge

Haringey Giving, a nonprofit dedicated to equitable resource distribution in the London Borough of Haringey, was grappling with inefficient donor data management. They relied on siloed spreadsheets, leading to duplicated efforts, data integrity issues, and poor user adoption of their Salesforce platform. Their outdated processes complicated operations further, creating challenges in managing donor relationships and fundraising efforts.

To overcome these hurdles, Haringey Giving sought to migrate from Salesforce NPSP to Salesforce Nonprofit Cloud and consolidate its data on a more efficient platform for better donor management.

The Solution

In just two weeks, Cirrico delivered a record-breaking implementation of Salesforce Nonprofit Cloud, transforming Haringey Giving’s donor management system. The approach focused on maximising the platform’s out-of-the-box functionality to ensure scalability for future growth. Key components included:

• Tailored Fundraising Process: Streamlining the recording of both one-time gifts and recurring donations.
• Donor Summary Roll-Ups: Centralising donation data for a more organised and accessible view of supporter engagement.
• Person Accounts: Enabling better tracking of individual donors, leading to more personalised and effective engagement.
• Custom Reports and Dashboards: Providing real-time analytics and tracking for better decision-making.
• Mailchimp Integration: Seamless data syncing with Mailchimp to ensure continuity in marketing activities.

How Salesforce Nonprofit Cloud Delivered Tangible Results

1. Streamlined Data Entry and Enhanced Efficiency

With the new platform, Haringey Giving’s donor management process was transformed, reducing the need for manual data entry and eliminating duplicate efforts. This resulted in smoother operations and less time spent on administrative tasks.

Key Outcome: Enhanced operational efficiency, freeing up resources for higher-impact activities.

2. Improved Donor Engagement and Contact Management

The use of Person Accounts has enabled Haringey Giving to better track individual donors and engage them more effectively. This has led to more organised, structured donor relationships and improved overall donor engagement.

Key Outcome: More personalised and effective donor engagement, leading to stronger relationships.

3. Accurate Reporting for Data-Driven Decisions

The integration of custom reports and dashboards has provided the team with real-time insights into their fundraising efforts. These tools allow for more informed decision-making and the ability to monitor progress towards goals.

Key Outcome: Reliable, real-time reports that inform data-driven decisions for future growth.

The Impact

In just two weeks, Haringey Giving’s donor management and fundraising processes were fully transformed, setting them up for long-term success. The organisation now operates on a stable, scalable platform that is designed to grow alongside their evolving needs.

With improved data integrity, streamlined operations, and enhanced reporting, Haringey Giving can focus on its mission to distribute resources more equitably, without being bogged down by inefficient processes.

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