An Agentforce Nonprofit (formerly Nonprofit Cloud) fundraising transformation gave WaterAid a clearer view of supporters, deepening donor engagement and streamlining operations across teams.
Delivered with
Fundraising efficiency transformed, donor engagement deepened
The Challenge
WaterAid America struggled with inefficiencies caused by their previous CRM system, Raiser’s Edge, which led to labour-intensive data management and hindered donor engagement. The system lacked a comprehensive view of donor data, preventing WaterAid from crafting meaningful donor experiences and journeys.
The Solution
Cirrico implemented Salesforce Agentforce Nonprofit (formerly Nonprofit Cloud) for WaterAid America, streamlining data management and enabling tailored donor journeys. The solution integrated key fundraising platforms like Classy to provide a seamless experience and deliver a comprehensive view of donor information.Key Features:
Data Integration: Automated data management, reducing the workload on WaterAid’s IT support team.
Tailored Donor Journeys: Leveraged data-driven insights to enhance donor engagement and build stronger relationships.
Automation: Simplified data entry and reporting, leading to operational efficiency.
How Salesforce Agentforce Nonprofit (formerly Nonprofit Cloud) Optimised WaterAid’s Fundraising
1. Enhanced Donor Engagement
By centralising donor information and automating processes, WaterAid improved donor engagement, delivering personalised journeys based on data insights.Key Outcome: Better donor experiences and improved relationships.
2. Streamlined Data Management
Salesforce Agentforce Nonprofit (formerly Nonprofit Cloud) enabled WaterAid to automate data management, reducing manual workloads and increasing efficiency. An integration with Classy further reduced double-entry and freed the fundraising team to spend more effort on initiatives rather than administration.Key Outcome: More efficient operations with less reliance on IT support.
3. Improved Reporting and Insights
Cirrico’s solution provided real-time reporting capabilities, enabling WaterAid to make informed, data-driven decisions to support their mission.Key Outcome: Enhanced data visibility, leading to better strategic decisions.
A Global Pioneer on Agentforce Nonprofit (formerly Nonprofit Cloud)
WaterAid is among the first nonprofits globally to leverage the newest fundraising functionality of Salesforce Agentforce Nonprofit (formerly Nonprofit Cloud). This project, meticulously planned around the release of Agentforce Nonprofit (formerly Nonprofit Cloud), is not merely a system upgrade; it’s a complete paradigm shift designed to skyrocket WaterAid’s fundraising capabilities. The ability to have a more detailed and organised view of fundraising segments and donor journeys is a game-changer in optimising the allocation of resources and ensuring that every donation makes a significant stride towards attaining WaterAid’s mission.
Nurturing a Fruitful Partnership Through In-person Workshops
The understanding between Cirrico and WaterAid was significantly enriched through the delivery of workshops held in the WaterAid New York City offices, with a morning spent at the Salesforce Tower in New York. Where a demonstration of the art of the possible was done. This in-person interaction was a catalyst in understanding and aligning the fundraising targets and strategies, thereby laying a robust foundation for the project. The workshop also played a pivotal role in showcasing demos and creating a proof of concept, which has been instrumental in shaping a promising roadmap for achieving the project’s objectives.
Working with Cirrico
Katherine Crider, Chief of Staff at WaterAid America, shared: “WaterAid America is thrilled to enlist the support of Cirrico and Salesforce to upgrade our CRM. The combined firepower of this dynamic duo will give our hardworking fundraisers greater transparency, efficiency and stronger performance insights. This will ensure donations are maximised in support of our mission to promote access to clean water, sanitation and hygiene worldwide.”
The Impact:
By transitioning from Raiser’s Edge to Salesforce Agentforce Nonprofit (formerly Nonprofit Cloud), WaterAid America achieved greater operational efficiency, improved donor engagement, and fostered a culture of innovation. With a streamlined fundraising platform, WaterAid is better positioned to increase global access to clean water and sanitation.
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