Select Page

CriticalRiver’s Salesforce Community Cloud Solution Helps a Non-Profit
Foundation Better Serve Its constituency and Eliminate Manual Processing

  • IndustryNon-Profit
  • TechnologiesSalesforce Communities,
    Salesforce Lightning
  • Get in touchDownload the PDF

Impact Delivered

100%

Increase in managing
relationships within its network

100%

Increase in transparency
between them and their partners

75%

Increase in opportunity
management and engagement

The Customer

The customer is a non-profit foundation with a mission to drive large-scale change by investing in, connecting, and celebrating social entrepreneurs and other innovators dedicated to solving the world’s most pressing problems.

The Challenge

A California-based non-profit foundation implemented Salesforce Community Cloud to enhance candidate / awardee communications and manage fundraising events. The application, as originally configured, was not providing the organization the transparency into candidate/awardee activity that was needed, nor was it integrated with multiple external event management applications the company utilized.

The Solution

  • Migrated the organization’s Salesforce applications to the Lightning platform.
  • Created a new Salesforce Communities solution that centralized data, helping the organization staff work from a shared base of knowledge.
  • Implemented an integrated solution to manage event data centrally and share it across disparate event management systems such a Cvent.
  • Implemented award referral, nomination, and grants management functionality.
  • Integrated with the organization’s website (WordPress) to handle organization and campaign member management.

Solution Components

Salesforce Communities, Salesforce Lightning

The Results

  • The non-profit foundation has been able to adopt Salesforce as its primary database for managing relationships within its network
  • Staff members now have a comprehensive view of their network, including sponsored event attendance, referral history, grant history, and meeting notes
  • Candidate and awardee organizations can now view their profiles through the platform and submit updates as often as they’d like, rather than emailing documents
  • Cumbersome manual re-entry of information between event management systems has been eliminated (Reduction of 10,000+ man hours annually)

Want to learn more about how our Salesforce experts can drive your digital transformation journey? Write to us at contact@criticalriver.com.

Are you looking for a similar solution?

    You can also email us directly at contact@criticalriver.com