Improved Inventory & Customer Service in Tech Solutions Sector with Custom Application

A non-profit organization that equips local volunteers in churches globally with biblical discipleship solutions, was facing issues with its Customer Relationship Management & few legacy systems. They also lacked a proper donation management system leading to inefficiencies.

Business Needs

Environment

Business Challenges

Unscalable and cost-intensive legacy CRM systems

Manual and complicated donation management system

Complex legacy donor management data negatively affecting reporting capabilities

Manual data entry in Salesforce by the finance team was time-consuming, and prone to errors

Problem in tracking the donations

Donation and General Accounting Unit details (GAU) uploaded on Intacct accounting system manually leading to duplicate efforts

Solution

Legacy Migration: Migrated Organization’s legacy donation management application, Raiser’s Edge, into the NPSP donation management in Salesforce and enhanced its usability by adding new custom features

Process Automation: Automated the repetitive task of uploading the donation transaction details from Salesforce to Intacct through Rest API integration.

Automated the entire donation management process to make it a point and click solution by automating features like refunds/cancellations,complaint management, delivery process, etc.

Segregated donations based on allocatedGAU’s automatically

Batches and Integrations Daily batches pushed donation details to Intacct. Integrated with WooCommerce, Box.com, Intacct, WhiteBox, and BrainTree.

Cloud Used: Utilized Sales Cloud and Nonprofit Success Pack (NPSP V3).

Result

50% faster refund processing with an automated donation management solution

3x increase in team productivity (finance and donation management) by automating the repetitive administrative tasks

2x increase in operational efficiency, overall

Outcome

50% faster refund processing with an automated donation management solution

3x increase in team productivity (finance and donation management) by automating the repetitive administrative tasks

2x increase in operational efficiency, overall

Improved Inventory & Customer Service in Tech Solutions Sector with Custom Application

Business Needs

Environment

Business Challenges

Solution

Result

Outcome

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4580 Auto Mall Parkway, Suite 121
Fremont, CA 94538 (HQ)