The customer is a non profit organization in New York that gives shelter to the homeless and empowers them with the tools to live independently

The customer had multiple systems for managing Volunteers, Donors, Offline and Online Donations and Accounting. CSV exports were manually taken from the accounting system(Fund EZ) every month and fed into other systems. They had a hard time synchronizing data between these systems, reconciliation for donations and generating reports. The team was finding it difficult to maintain those systems and processes when the size of the company grew.

The Spagylo Team studied the processes of the customer and suggested setting up the Non Profit Sales Cloud along with Volunteers for Salesforce to integrate Donor and Volunteer management. Salesforce Elevate was used to bring in Online Donations directly into Salesforce. Integrations were built with Fund EZ accounting system so expenses can be created and Financial Data available for reporting within Salesforce. Process Flows were built to manage Recurring donations and reminders for payment delays. Dynamic Reports and Dashboards were set up to replace the daily, weekly and monthly reports that were manually generated earlier.

1. Salesforce

2. Non Profit Sales Cloud

3. Flow Builder

4. Reports and Dashboards

5. Fund EZ

The client had one simple system to work on and Manage. Time spent on data synchronization and report generation was reduced to near zero. The admin team now has good visibility on all the constituents. There was no need for manual reconciliation of donations. The client could now spend more time on developing their business.