Salesforce NPSP Implementation For Non-Profit Organisation

Salesforce NPSP Implementation For Non-Profit Organisation

Our client is a not for profit, which is dedicated to helping raise gender and racial parity in the corporate C-suite. It does this by asking corporations to take a pledge to simply interview one qualified woman for all open roles, VP and above.

Salesforce NPSP Requirement

  • The requirement to integrate Salesforce with WordPress is mainly because data needs to be synced between both systems.
  • The hierarchy of accounts for the different departments, HR, CEO, Donor and CPO are crucial in order for businesses success.
  • Keeping track of donations received from donors as well as sending reminder emails is necessary in order to maintain good customer service.

During the process of integration for our client, we faced challenges due to the fact that their website was not a Salesforce-based system.
Some challenges we faced were:

  • Customising lead conversion data mapping
  • Customisation of page layout for importing and exporting data from Salesforce objects with NonProfit Success Pack relationships.

The client’s Salesforce integration with WordPress was successfully accomplished by our team of specialists.

  • We used Lightning Class and Components to customise lead conversion and page layouts.
  • To keep track of donation data, custom reports were created alongside dashboards that helped the client get a clear idea about where they stand in all aspects related to their mission objectives.

Our client was able to sync website data to Salesforce, which allowed them to manage donation, sponsorship & customer(donor) data easily.

Challenges

During the process of integration for our client, we faced challenges due to the fact that their website was not a Salesforce-based system.

Some challenges we faced were:

  • Customising lead conversion data mapping
  • Customization of page layout for importing and exporting data from SalesForce objects with NonProfit Success Pack relationships.

Solution & Approach

The client’s Salesforce integration with WordPress was successfully accomplished by our team of specialists.

  • We used Lightning Class and Components to customise lead conversion and page layouts.
  • To keep track of donation data, custom reports were created alongside dashboards that helped the client get a clear idea about where they stand in all aspects related to their mission objectives.

Key Benefits

Our client was able to sync website data to Salesforce, which allowed them to manage donation, sponsorship & customer(donor) data easily.

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Create a Salesforce experience that's right
for your business.

Reinforce your sales, service or marketing efforts with Salesforce implementation services from GetOnCRM Solutions.
Let’s Get Started

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