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+1-480-382-1320Custom Salesforce Solution for Donation Page Case Study
Case Studies
Background
The client is a reputed not-for-profit organisation that aims to provide the growing number of orphans and vulnerable children around the world with access to basic amenities. The Client was looking for a solution that could help them manage their operations seamlessly for which they partnered with a Salesforce Consultant that failed to meet their requirement. The Client approached Girikon after parting ways with the previous Salesforce Consultant. Girikon was preferred amongst several other Salesforce Consultants due to their vast experience in the not-for-profit sector. Senior Business Analysts at Girikon were not just able to swiftly identify the issues caused by the previous partner but also identified the client’s new requirements.
Girikon also has both onshore and offshore capabilities, keeping the costs competitive throughout the industry while maintaining a high quality of service. With extensive experience working for organisations in the not-for-profit sector, Girikon understands the challenges faced by not-for-profit clients. Moreover, being a reputed Salesforce consulting and implementation partner, Girikon can easily meet the specific needs of the client by tailoring Salesforce as per their needs.
About the client
Driven by the core Islamic values of compassion, equality, dignity, collaboration, and integrity, the client seeks to improve the lives of children across the world from poverty and other social issues. The client focuses its life changing efforts predominantly in the Middle East, where they deliver emergency and school supplies to underprivileged people including children. The client had already implemented Salesforce Nonprofit Success Pack (NPSP) with another Salesforce Partner; however, due to the previous poor results, they reached out to Girikon for further support in consolidating their Salesforce Non-profit Cloud.
The Problem
The client’s problems were discussed at length during the discovery phase. These were some of the problems which were identified:
- There was no campaign structure in place that could deal with sub-campaigns of child campaigns.
- Data about campaigns and related attributes had not been migrated into Salesforce.
- When donations came in through anonymous donors, new contacts, accounts, and opportunities were unnecessarily created, making many redundant records.
- Duplicate accounts and contacts were found.
- Receipts and EOFY tax receipts processing tasks for offline donations were done manually.
- Email processing tasks were done manually.
- There was no way of identifying major donors.
The solution
The client had purchased and made an initial implementation of Salesforce NPSP through another Salesforce partner. This partnership was terminated after the consultant failed to meet the client’s expectations. The Client partnered with Girikon, who would create a robust tailor-made solution that included the following:
Account Management
- Configuration of standard record type
- Set up of Organization affiliation
- Duplication management
- Set up of Household accounts and members
- Set up of Anonymous account
Contact Management
- Creation of custom fields
- Contact merge configuration
- Duplication management
- Fields to identify major donors
- Set up of Anonymous contact
- Creation of an account which maps all anonymous donations from ‘Stripe’ or ‘PayPal’
- Reports and Dashboards to capture donor journey
Opportunity Management
- Field creation
- Automated generation of donation receipts
- Creation of a receipt at the end of the fiscal year with all donations
- Creation of a button, which sends the auto-generated EOFY tax receipts
- Creation of list view which shows reconciled and unreconciled donations
- Creation of a button that sends the tax receipt manually
Campaign Management
- Configuration of parent and child campaigns
- Automation process which splits campaigns based on contacts and opportunity
- A sync created between Website and Salesforce to capture Parent campaigns, Child Appeals, Frequency, and Amount
Data Migration
- Data Upload Activity for Campaigns and related attributes
- The existing campaign structure remapped to the current hierarchy
API Development
- Consolidated API to capture Campaign, Contact details, Opportunities, Online Receipt, Beneficiary message
Business Flow diagram for campaign structure
Donation form on the website
The donors can select the campaign, appeal, amount, and frequency to donate money.
After donors submit contact details and make payments, they will receive an automatic ‘Thank you’ notification. Their information will be captured as Contact, Account, Opportunity, and Payment inside Salesforce.
The Outcome
During the post-implementation phase, the client was able to notice a tangible increase in various sections of their Salesforce instance. One such area of improvement was the increase in the automation of see-through emails sent by the system, which allows their dedicated team to focus on organisational activities rather than system management activities. Furthermore, Girikon implemented a feature that allowed the client to capture the information of anonymous donors more effectively without creating duplicate records.
After being set up, child campaigns in Salesforce automatically created donation tabs on the client’s website which are linked to that campaign. The custom API built by Girikon created an intuitive design and mechanism to add or remove donation campaigns from the client’s website through Salesforce. This integration reduced the workload on the client’s employees since the creation of new donation campaigns only needed to be done on one platform, which allowed them to reallocate resources to more pressing tasks.
The swift implementation also allowed the client to be better prepared for their major upcoming annual fundraising event, which enabled them to better serve their community. The quick delivery and cost-effectiveness of the project, due to Girikon’s onshore and offshore capabilities, reduced the financial stress on the client.
Customer Satisfaction
“Our experience with the Girikon team has been fantastic. They helped us develop a custom Salesforce solution to integrate our new website with Salesforce, right before the launch of one of our major annual-giving campaigns. They helped us develop a custom API to integrate our new website with Salesforce, set up our campaigns, and streamlined the overall campaign and donor management process. As a small not-for-profit with limited resources, Girikon has become our go-to Salesforce partner. Thanks, Girikon!”
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