Comprehensive donor management application designed to drive more efficient communication with donors and peer-to-peer support network to connect families and patients

Challenge: 360* View of Donors and Fundraising across 100+ Chapters

  • Incomplete picture of donors and fundraising efforts
  • Massive data segregation between national instance and individual chapters (multiple CRM systems, spreadsheets)
  • Inconsistent methods for collecting customer contact data led to massive amount of duplicate records in system

Solution: Custom Force.com Donor 360 Application

  • Migrated over 50 million records from Pledge Maker legacy system to Salesforce
  • Developed over a dozen unique processes for importing and exporting data into Salesforce for other data sources and 3rd party vendors
  • Integrated with Convio Luminate CRM, Convio Luminate Online, IBM Initiate and others
  • Integration with massively complex system for identifying and optionally combining duplicate records (10-20% definite duplicates)

Results: Holistic View of Chapters, Donors and Fundraising Efforts

  • Greater visibility, more robust details and identifiable connections between data, how it was gathered and what it is used for
  • Combines national office data with individual chapters throughout the country
  • Using same data, best practices and unified business processes organization-wide