Recurring donation for a non-profit organization
Our client is a Non-profit organization that provides personalized care and support to the families affected by cancer. The organization strives to provide a family with whatever it is that will allow them a bit of relief from their daily struggle against cancer. The client was earlier using the opportunity object to note down all the donations which wasn’t a comprehensive and structured way and they were facing many challenges because of it.
The client is a Non-profit organization which serves cancer patients. Donation and relationship with donors is a very important aspect for a non-profit organization. The client was earlier recording data related to donation in opportunity object in Salesforce which was not streamlined and comprehensive. The client was looking for a better alternative to avoid these challenges.
We recommended the client to use recurring donation to record their donations and funds to store all the information at one place and enhance the efficiency. We integrated recurring donation as per the client’s requirements which helped them to maintain all the data at one place and avoid confusions and inaccuracies.
Difficulty in regularly updating the donor information, payment details, and donation amounts.
Errors and inaccuracies in maintaining data.
Data duplication which made it difficult to track donor history and engagement accurately.
Unorganized way of maintaining donations due to lack of a comprehensive framework.
As the number of recurring donors increased, it became more complex to manage data in the opportunity object.
- Changed the older approach of the client of using opportunity object to maintain records for donations data.
- Configured and explained to the client about functionality of recurring donation to record and update data.
- Customized the fields according to the client’s requirements.
- Created a framework that helped the client to review the active schedule for the donations along with the details of the schedule.
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Structured and standardized framework to manage recurring donations.
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Centralized donation data: Better insights and analytics since data regarding donations is organized at one centralized place.
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Improved tracking: Better tracking of the status of donations and donor’s details which helps in improved relationships.
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Enhanced management of donations: Ease in the management of recurring donations which are received over a period of time.
