well:fair foundation: donation management in Salesforce
Success Story
The project
The well:fair foundation (formerly the Neven Subotic Foundation) has made it its mission to provide people in the poorest regions of the world with permanent access to clean drinking water under the motto “Donate 100% to the future.”
After the old software proved to be limited in its functionality, well:fair opted for the Salesforce Nonprofit Success Pack with Sales Cloud and Salesfive as its partner. We provided our implementation and consulting services on a voluntary basis.
Technology
This technology was 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 technology, among others, was used at well:fair.
“The Sales Cloud brings us an enormous advantage in the management of our donors and projects. Thanks to Salesfive, we can launch fundraising campaigns directly from our website and process them in Salesforce. This is how donation management should be – simple and fast!”
Solution
The project success in detail
One central system for all donor and project data. Offer personalized fundraising campaigns via the website and handle them in Salesforce as a new way to drive projects.
Requirements
– A central system for all data on supporters, donations and the associated projects
– Processing of donations via the website in one system
– More efficient management of individual projects
Customer benefits
– Increase productivity through a perfect all-round view of all data and information
– Work more efficiently with individually set up user roles that enable a segmented view of data records
Solution
– Donation management in Salesforce: work more efficiently based on a uniform database.
– Implementation of the Sales Cloud as part of the Nonprofit Success Pack
– Integration of a WordPress plugin to document payments via website directly in Salesforce
– Setting up an acknowledgement process
– Development of a PDF generator from Google Docs in Salesforce
Advantages for well:fair
– Creating individual reports for supporters and projects create transparency and trust
– Hiding unneeded data and information simplifies work
– Automated processing of donations including payment and acknowledgement processes increases efficiency
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