Salesforce Nonprofit Cloud, Data Integration and Migration Case Study

  • August 16, 2022
  • Girikon
Background

The client approached Girikon in the late 2021 to aid them with the implementation of a new instance of Salesforce Nonprofit Success Pack (NPSP). The client had a fixed budget and Girikon managed to provide quality services within their budget because of their hybrid onshore-offshore delivery model. The onshore team of senior business analysts has years of experience working with the not-for-profit sector and has served as an invaluable resource to our clients while assuring them that their data was in safe and reliable hands.

Girikon also places a strong emphasis on social justice as they are a keen participant in the “Pledge 1%,” initiative which works towards the betterment of marginalised communities by pledging 1% of their company’s time, resources, and services.

Moreover, Girikon has a track record of turning around projects in a time-effective manner, which was crucial to the client as their current CRM was not being supported anymore and had limited automation features. The quick delivery time on the implementation of Salesforce has been consistently seen through Girikon’s previous projects, thanks to our senior business analyst’s high competency in the subject matter.

About the client

The client is a well-known Australia-based not-for-profit organisation seeking to aid people diagnosed with breast cancer. They place a strong focus on helping cancer patients through every stage of their journey i.e. from diagnosis to treatment, as well as post-treatment. Clients are provided with access to healthcare practitioners, emotional support services, as well as programs that are free of charge for anyone suffering from the disease.

The Problem

The client’s problems were found during the discovery process and the following main issues were identified:

  • Tracking and updating a constituent is a manual process.
  • The current system ‘Donman’ has limitations in terms of automation.
  • Donman is no longer supported so it needs to be replaced.
  • The email tracking is done manually.
  • The client needs to integrate their platform with Mailchimp.
The solution

Girikon successfully customised the Salesforce NPSP for the client with the implementation of the following activities:

Data Migration

  • The migration of data from existing CRM

Web to Case Management

  • Configuration on the web to case form (Client Registration Form)
  • Capturing the Contact and Case (Medical Information) from the Client Registration Form
  • Auto-generated email for clients
  • Auto-generated email for delegated users with Task attached
  • Creation of custom fields on Case and Contact object
  • Data and Permission setting on the Case object

Account Management

  • Account Configuration 
  • Account types 
  • Duplicate Management 
  • Customisation of record types and page layouts 
  • Creation of custom fields for Accounts

Contact Management

  • Contact Configuration 
  • Duplicate Management 
  • Creation custom fields for Contacts
  • Customisation of page layouts
  • Create Reports and Dashboards

Opportunity Management 

  • Tracking of Opportunity progression
  • Custom field creation for Opportunity 
  • Opportunity stages configured 
  • Customisation of record type and page layout 
  • Create Reports and Dashboards

Case Management

  • Create customised record type on Case 
  • Customisation on case object 
  • Auto generated email when case created 
  • Security and Permission setting
  • Create Reports and Dashboards

Web to Lead management

  • Creation of a web to lead form
  • Auto-generated email for clients  
  • Auto-generated email for delegated users with tasks attached 
  • Creation of custom fields on lead object 
  • Data and Permission setting on lead object

Volunteer Management 

  • Set-up Volunteer Management 
  • Configuration and set-up of Volunteer data
  • Web to Volunteer lead creation form 
  • Auto-generated emails for Volunteers 
  • Create Reports and Dashboards

Program and Services

  • Customisation of Program objects 
  • Creation of custom fields for Program and Service object 
  • Customisation of page layout 
  • Automated workflow when a client is added to a Program 
  • Create Reports and Dashboards

Campaign Management

  • Customisation of Campaign objects 
  • Customisation of record type and page layout 
  • Creation of custom fields 
  • Adding Campaign member 
  • Create Reports and Dashboards

Mailchimp Integration

  • Integration of Mailchimp into the Client’s Salesforce.org  
  • Setting up a connection between Mailchimp and Salesforce through Mailchimp login details  
  • Field-levelel mapping  
  • Synchronisation of data between Mailchimp and Salesforce Nonprofit Cloud
  • Create permission sets 
  • Lead level access and customisation of the Lead page
The Outcome

Migrating the client’s data from their existing system ‘Donman’ early during the implementation allowed Team Girikon to continue their work with minimal disruption.

Implementing automation processes such as emailing to both volunteers and constituents has allowed the client to redistribute workload throughout the organisation more efficiently. Girikon also automated the previously tedious process of generating and delivering donation receipts to donors.

Thanks to the effective communication between Girikon and the client, the delivered product met the client’s expectations of both quality and stipulated timeframe (6 weeks). By providing the client’s organisation with consistent and high-quality support, a long-lasting relationship was developed.

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