Salesforce Implementation

Outcome

The Salesforce Foundation project went live, delivering tangible results within its first week:

• 603 payloads processed from Funraisin in near real-time.
  • 169 signups for clubs, teams, and individuals.
  • 281 donations processed.
  • 232 new person accounts created (without duplication).
• Improved donation processing, including 19 mail/phone donations via PosiPay, with more expected from upcoming campaigns.
• Enhanced campaign insights with four dashboards created for fundraising performance visualization.
• Streamlined SunSmart applications, with two submissions and two in progress.
• Three new opportunities created, including one major gift closed and two corporate donations in negotiation.

By integrating these tools and systems, Cancer Council SA has significantly enhanced its operational efficiency and capacity to deliver on its mission.

Challenge

Cancer Council SA relies on the unwavering support of fundraisers, staff, volunteers, and researchers to advance its mission across prevention, research, support, and advocacy. To streamline operations and improve engagement, the organization needed a robust digital platform that could integrate various systems, process data in real time, and provide actionable insights for decision-making. However, implementing such a solution came with challenges, including ensuring seamless data migration, managing complex workflows, and delivering a user-friendly experience for all stakeholders.

Solution

Cancer Council SA partnered with AlphaSys and DCA to implement Salesforce Foundation as their new digital platform. The teams collaborated closely to address technical and operational challenges, ensuring the solution aligned with the organization’s goals. Key components of the implementation included:

• Real-time integration of data from Funraisin, allowing efficient processing of fundraising activities and donations.
• Creation of dashboards to visualize and track fundraising campaign performance.
• Integration of PosiPay to streamline donation processing via mail and phone.
• Enhanced tools for SunSmart applications and management of major gift and corporate donations.

The teams at AlphaSys and DCA provided dedicated support throughout the project, adopting a collaborative approach to problem-solving and continuously refining the system to meet Cancer Council SA’s needs.