Industry Case study
Nonprofit organisations
Salesforce NPSP for a medium sized not-for-profit organisation engaged in fundraising and service delivery
Our Client’s Challenges
This long established organisation had all of their business functions & processes based on paper, numerous spreadsheets and an Access database.
They tried to engage a Salesforce partner to implement NPSP but struggled to find one who could deliver within their budget.
The manual processes and scattered data made it increasingly difficult for them to scale, fundraise and deliver services as a professionally managed outfit.
Salesforce Solution
We delivered the solution in two phases. One focussed on constituent management – donors, grant makers, volunteers etc. The other focused on service delivery in the areas ranging from domestic violence to transportation services.
Salesforce.org Nonprofit Cloud and “Volunteers for Salesforce” was customised to meet their unique requirements. This also included integration of their choice of payment gateway eWay and a Donor community based on Salesforce Experience cloud.
The service delivery functionality was developed using Salesforce platform technologies including Apex & Lightning.
The Impact
Clear visibility of donors, donations and prospective donors to drive reporting and fundraising campaigns
A tailored system to manage the grants cycle from applications, to progress reporting to acquittal
Centralised volunteer management including on boarding, training and compliance management eg WWCC
A specialist system to screen, on board, house and eventually discharge the victims of domestic violence in search of temporary accommodation
Full automation of transportation service delivery including driver and vehicle scheduling
Hit the ground running
Cross-Industry Salesforce Experience
Over the years we have partnered with businesses in several industries. Every new engagement is an opportunity for us to build upon our industry knowledge as well as leverage our previous learnings into the engagement.
Whether we have worked specifically in your industry sector or not, you benefit from our cross-industry experience as we hit the ground running.
Contact Us
Atlas Consulting Pty Ltd
Consulting and AppExchange partner
Level 12, 64 York Street
Sydney 2000
+61 2 9114 1010
