Case Study
Streamline database, account management, outreach and engagement
Transforming Processes to Boost Database Management, Engagement and Efficiency
engagement type
Managed Services
product
NPSP
industry
Nonprofits
SMASH provides STEM education and career readiness to students of color through programs like the tuition-free SMASH Academy and the experiential SMASH Rising.
Overview
- Key Challenges: Data silos, donor tracking gaps, and management inefficiencies.
- Key Solutions: Centralized data, automated workflows, and customized NPSP.
- Key Results: Improved data visibility, donor engagement, and grant management.
challenges
- Legacy Systems and Data Silos: Cumbersome legacy system, isolated donor, volunteer, and grant data in spreadsheets caused data silos and bottlenecks.
- Unique Fundraising Challenge: Traditional NPSP roll-up features couldn't differentiate between hard credits (direct donations) and soft credits (influenced donations), hindering accurate donor tracking.
- Heavy Reliance on Volunteer and Grant Management: Crucial volunteer recruitment and grant management processes were fragmented, leading to inefficiencies.
Solutions
- Centralized Data and Automated Workflows: Consolidated legacy data into Salesforce, utilizing automations to streamline tasks.
- Custom NPSP and Volunteer Management: Differentiated credit types, and streamlined recruitment and tracking.
- Grant App and Real-Time Insights: Customized grant application optimized submissions and reporting, with real-time dashboards revealing donor trends and fundraising progress.
Impact
- Increased Efficiency and Data Visibility: Centralized data and automation improved productivity and decision-making with real-time insights.
- Enhanced Donor and Volunteer Engagement: Accurate credit tracking improved donor comms and streamlined recruitment boosted volunteer relationships.
- Simplified Grant Management, Reduced Reliance and Scalability: Optimized grant submissions, success rates, and automations, minimizing bottlenecks, helping achieve ambitious fundraising goals.