Fundraising enablement
A powerful fundraising platform gives CMRI the confidence to ‘go out and grow’.
Using the flexible foundations of Salesforce CRM, Children’s Medical Research Institute (CMRI) have modernised their fundraising toolkit. They’re harnessing the power of automation to handle day-to-day tasks, and using analytics to build better relationships with donors.
With the help of AlphaSys, the team now has a fit-for-purpose CRM, based on the powerful Salesforce Non-Profit Cloud, taking advantage of AlphaSys’ extensive expertise in fundraising.
Challenge
CMRI’s outdated fundraising platform, over a decade old, was inefficient and lacked essential features like data analytics. The team struggled with manual processes, such as managing monthly donations and double-entering credit card information. These tasks consumed valuable time and resources, preventing a focus on donor relationships. Realizing the need for a more powerful solution, the team selected Salesforce, anticipating better integration, enhanced functionality, and data-driven insights to streamline donor management.
AlphaSys didn’t just come in and say ‘this is the way we’ve done it with other clients.’ They were open-minded and thought outside the box about how to get things to work for the Institute’s objectives. They understood the industry we are in and what we were trying to achieve.
– Gaelen Fembock, Senior Business Analyst,
Process
Amid the COVID-19 pandemic, the team successfully worked remotely, leveraging AgilePM methodology to ensure that key stakeholders and subject matter experts were involved. This collaboration helped shape the development process and ensure that the system would meet the needs of all teams.
We had a fantastic relationship with AlphaSys. They were so engaged, got to know everyone in our team and built relationships with them throughout the project. We felt as though we were one team – it didn’t matter who was working for AlphaSys and who was working for CMRI.
– Gaelen Fembock, Senior Business Analyst
Outcome
We’re now able to engage with our supporters in a far more proactive and tangible way. We’re able to offer them a much richer experience than we could have done in the past.
– Jane Ruston, Fundraising Operations Manager
With Salesforce, CMRI automated previously manual processes, leading to faster donor interactions and seamless integration across systems. The platform enabled quicker email and letter dispatch, while real-time donor insights and self-service dashboards boosted collaboration. The team now has a scalable system, ready to further enhance fundraising efforts and automate even more processes in the future.
We’re able to build a visible pipeline and be far more strategic in our approach to potential donors as well as our existing donor partners. It’s helping us improve how we communicate with our donors, how we select our donors, how we plan our campaigns. This whole project has given us the confidence to start a Regular Giving acquisition program. We know we’ve got the system behind us to be able to manage and maintain it ongoing. We can go out and grow.
– Jane Ruston, Fundraising Operations Manager
Solution Components
- Salesforce Nonprofit Cloud
- Fundraising Accelerator
- Payment Processing with integrated Payment Gateways
- Payment Details management
- Receipting and Consolidated statements
- Offline Donation Processing and batching
- Finance Reconciliations
- Bulk Data Importing
- Regular giving subscription management
- Processing refunds
- Conga Composer
- Preference Centre (Lightning Component/Communities)
- Marketing Cloud – Account Enagement
- Web Integration Toolkit
- Direct Debit Regular Giving
