Client Overview
Selectiva partnered with a prominent non-profit organization dedicated to making a long-lasting impact on the community through philanthropic initiatives. The client’s mission depends on effectively managing donations, pledges, and donor relationships. To streamline operations and strengthen donor engagement, the organization turned to Selectiva for Salesforce implementation expertise.
Challenges
The nonprofit faced several critical operational hurdles that were impacting their team’s efficiency and donor experience:
- Fragmented tracking across systems: The Director of Membership was spending 8-10 hours weekly manually reconciling donation records across spreadsheets, emails, and their legacy database—only to find discrepancies that didn’t match the master accounting data.
- Data inconsistencies causing donor confusion: Staff members often had conflicting information about the same donor, leading to awkward conversations and duplicate outreach. One major donor received three separate thank-you calls in the same week from different team members.
- Time-consuming manual reporting: The Development team spent the first week of every month compiling reports for board meetings, pulling data from multiple sources and cross-checking figures—time that could have been spent cultivating relationships.
- Missed stewardship opportunities: Without a clear view of donor history and giving patterns, the organization struggled to personalize communications, resulting in generic outreach that didn’t resonate with their most committed supporters.
Solution Provided: Salesforce NPC Implementation
Selectiva delivered a comprehensive solution by implementing and optimizing Salesforce Nonprofit Cloud (NPC) to meet the client’s unique needs.
NPC Donation & Pledge Management
NPC’s flexible donation and recurring gift management features enabled the client to track one-time and recurring contributions seamlessly. Pledges could now be monitored with clear instalment schedules and statuses, eliminating the hours spent chasing down payment information.
Constituent Record Model (Households & Affiliations)
The Household Account Model provided by NPC standardized donor data and relationships, offering a cleaner structure to manage individuals, households, and organizational affiliations. The membership team finally had a single source of truth that matched their accounting records.
Engagement Plans & Levels
Engagement Plans were configured to ensure follow-up tasks—such as thank-you letters, stewardship calls, and donor recognition—were automatically assigned, improving donor experience and ensuring no one fell through the cracks. Engagement Levels (e.g., Bronze, Silver, Gold Donor) were set up to track and nurture donors based on their giving capacity.
Reports & Dashboards
Custom reports and dashboards were created to provide real-time visibility into fundraising performance, donor retention, and pledged vs. received contributions. What once took a week to compile now took minutes, empowering management with data-driven decision-making.
Automation with Salesforce Flows
Instead of relying on custom Apex, core business processes like pledge reminders, donor communications, and acknowledgement emails were automated using Salesforce Flows and NPC automation tools.
Integration with Website Donation Form
The organization’s website donation page was integrated directly with NPC to ensure that online contributions flowed seamlessly into Salesforce, eliminating the manual data entry that was prone to errors and freeing up staff time for more meaningful work.
Project Outcome
The NPC implementation delivered transformative results for the nonprofit:
- Centralized and accurate donor database that finally matched accounting records
- 60+ hours saved monthly across the membership and development teams
- Improved donor engagement through structured engagement plans—no more duplicate or missed communications
- Real-time reporting that transformed board meetings and strategic planning
- Scalable system ready to adapt as the nonprofit’s donor base and initiatives grow
Conclusion
By leveraging Salesforce Nonprofit Cloud (NPC), Selectiva provided the client with an industry-proven solution tailored for nonprofits. The Director of Membership, who once spent late evenings reconciling data, now leaves on time with confidence in the accuracy of their donor information. This implementation not only streamlined donation and pledge management but also empowered the organization to strengthen donor relationships and dedicate more resources to its mission. The success underscores how Salesforce NPC enables nonprofits to achieve greater impact while building operational efficiency.
