Nuclay is a team of highly trained and experienced Salesforce consultants who strive to be the best in the market. With our years of experience, we have a deep understanding of Salesforce features and modules. We work with enterprise companies across industries globally. We implement their Salesforce solutions using a consultative approach that benefits both the business and their clients. Nuclay also helps nonprofits use Salesforce to manage members, donors, finance, investment, advocacy, program management, and more.
The client is a reputable nonprofit organization that is one of the most innovative one in the world. They are true thought leaders in the nonprofit space and a shining example of how Salesforce can help any organization use their data and mission to make data-driven decisions that positively affect their growth at every touchpoint.
With Salesforce, they have been able to increase visibility and impact across every organization, whether through cleaner data, more strategic decisions, or greater accountability. Nuclay is just helping automate operations and providing solutions, so they can focus on what matters most i.e. serving others.
Here are some challenges that the nonprofit faced initially:
1. They had multiple platforms to manage donations and payments. They also had to integrate information manually between the two systems, which took time.
2. They didn't have any way to collect cash data from their customers.
3. Event Management was challenging.
4. Data management was a problem for them because they were using multiple systems for managing their data.
5. They wanted a solution that would be both less expensive and more effective.
6. They wanted to move their data into the cloud computing environment.
7. They wanted a system that would allow them to manage their multiple relationships more effectively.
sAs a Salesforce nonprofit customer, the client had some particular expectations. We understood their concerns and looked for ways to help achieve them. Following are the key pointers that the company had in mind for Salesforce optimization:
The solution is intended to support the NPSP client in the improvement of customer satisfaction and the optimization of business processes established with each customer of the client.
Our idea was to merge the different sections of the Salesforce modules and also to create a Payment processing system(GC) for the nonprofit. Here is a pictorial representation of the process we followed to achieve this goal:
Our solution for the internet payment gateway provides secure payments online to the customers of the nonprofit. This way the nonprofit could manage donors, payments, events, and other data sources from a single platform.
Our product team worked tirelessly to understand the client’s requirement and suggest a custom solution. Here’s how it happened:
Since introducing them to the new system, the client has managed their household and their relationship efficiently. They could raise more funds so you can invest more in their business. With the help of advanced reports, they got insights that made predicting the donation possible. We could even show results in virtual number or percentage, as they expected.