Hoffnungsträger strengthens fundraising and management with CRM for non-profits
Success Story
Central CRM system and efficient processes
Together with Salesfive, the Hoffnungsträger Stiftung implemented the then new Salesforce Nonprofit Cloud – a powerful CRM solution, specially tailored to the requirements of nonprofit organizations.
Hoffnungsträger and Salesfive simplified processes, dissolved silos, and created a central database. In doing so, they stayed close to the Salesforce standard and reduced the programming effort for individual customizations to an absolute minimum. The result: despite the large scope of the project, they were able to introduce the cloud solution in just one year.
Today, the central database is the basis for fundraising, donation accounting, grant management of the foundation and the complex administration of the integrative living concept Hoffnungshaus®.
Overview
This was implemented
Hoffnungsträger digitized its fundraising and donation management with Salesforce Nonprofit Cloud – for greater social impact. Salesfive supported the foundation as an experienced implementation partner.
Introducing the Salesforce Nonprofit Cloud and Marketing Cloud Account Engagement
Advising on and developing new, company-wide processes
Implementing customer-specific functions for resident management
Training and user acceptance testing of and with stream owners and key users
Technologies
These technologies were used
Systems are only as good as the technology behind them. That‘s why we rely on modern solutions from the Salesforce ecosystem for our customers‘ digitization projects. The following technologies, among others, were used at Hoffnungsträger.
Marketing Cloud Account Engagement
Salesforce Marketing Cloud Account Engagement is a platform for automated B2B marketing and lead management.
Findock
Findock is a payment solution for the Salesforce platform.
Challenges
How things started
Hoffnungsträger‘s work was characterized by manual processes, isolated systems, and inconsistent data. A central Salesforce system was intended to eliminate these silos and increase efficiency and transparency.
Hoffnungsträger worked with isolated individual solutions whose functions were very limited and lacked transparency. Many processes were manual, time-consuming, and error-prone, also due to redundant data storage.
With Salesforce, the processes should run faster and more efficiently and be as automated as possible.
Highly individual processes had developed at the decentralized locations in the Hoffnungshaus® division, which complicated cooperation. International subsidy projects and the approaching of interested parties by various business units added to the complexity.
A standardized and centralized system should sustainably strengthen interoperability throughout the entire Hoffnungsträger Group.
Data on supporters, donors, volunteers, residents and network partners was previously organized decentrally. This led to duplicates and inconsistencies, meaning that the foundation was unable to fully exploit its potential.
A new, common database for all business divisions and subsidiaries should counteract this and improve the quality of the data.
The administration of the Hoffnungshäuser was previously organized in numerous individual solutions. Standard solutions from Salesforce have reached their limits here: Information on locations, residents, interested parties, and associated processes cannot be adequately recorded and mapped.
The Salesforce module for program management therefore had to be individually adapted to meet the requirements.
Solution
The project success in detail
Complex processes were transformed into a holistic system: with Salesforce Nonprofit Cloud, Hoffnungsträger connected donations, projects, and people, thereby laying the foundation for long-term success.
Integration of the Salesforce Nonprofit Cloud
Salesfive implemented the then new Salesforce Nonprofit Cloud within a year. Since then, it has provided Hoffnungsträger with a comprehensive view of donors, volunteers, residents, network partners, supporters and projects as a central data source.
In combination with Salesforce Marketing Cloud Account Engagement, the foundation can also run targeted and personalized marketing campaigns.
Standardized processes
Major donors can now receive more targeted support in fundraising – from the initial contact to the closing. Funding can also be allocated and managed centrally, automatically, and transparently via Salesforce. To this end, Salesfive and Hoffnungsträger have redesigned processes and implemented them organization-wide with the CRM system.
Automated donation accounting
Donation accounting has been modernized and largely automated. This is made possible by FinDock: a third-party tool that integrates donation accounting into the Nonprofit Cloud.
Careful data migration
Thanks to cleansed data, all stakeholders now have access to structured, relevant, and reliable information. Among other things, Salesfive prepared financial transaction data including history, master data, and donor information. This resulted in a clean data migration, the basis for a successful start with Salesforce.
Customized cloud development
The Hoffnungshäuser can be managed directly in Salesforce across all locations. Prospect search and acquisition, application procedures, master data of residents and volunteers – all information is centralized in the CRM system. Salesfive specifically expanded the Nonprofit Cloud to include individual functions.
Holistic change management
The CRM introduction changed the way Hoffnungsträger works. This made it all the more important to involve the team at an early stage. To this end, Salesfive trained the users, created documentation, carried out end-to-end tests with stream owners and key users, and was also on hand to answer any questions.
Company
About Hoffnungsträger
The Hoffnungsträger Stiftung, based in Leonberg, has been active nationally and internationally since 2013. Its central concern: “Passing on hope where people no longer see any hope.”
With its Hoffnungshäuser, the foundation creates integrative housing concepts. Over 775 people live in 33 houses at 11 locations, including refugees, socially disadvantaged people, and people from the mainstream of society. The specially developed serial timber construction method ensures efficiency and synergies and thus addresses the housing shortage.
Hoffnungsträger is committed to helping more than 4,500 children of prisoners worldwide and supports the rehabilitation of prisoners. In crisis regions, Hoffnungsträger provides acute emergency aid and long-term support.
With SINNGEBER, the philanthropic family office, the foundation connects wealthy individuals and helps them to organize their philanthropy effectively and sustainably – for example through the Giving Fund and individual solutions for unbureaucratic, digital and flexible giving.
Technology
Salesforce Nonprofit Cloud: CRM for nonprofit organizations
Greater impact, stronger relationships, and more efficient processes: Salesforce Nonprofit Cloud makes your engagement more successful overall. Use centralized data and smart automation to advance your NPO.
Want to strengthen the social impact of your target group?
Digitize your fundraising and donation management with Salesforce Nonprofit Cloud – customized to the requirements of your organization. Our experts are here to help!
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