ABLE and LAWO: Complex Grants Management
REQUIREMENTS
Create consistency in a complicated, multi-team approval process for grant applications
Maintain a single source of truth for funder communications
Add accountability for grant report reminders and more
SOLUTIONS
Add customizations to NPSP’s grants
Create screen flows and automations to ensure grant applications have all necessary documentation and sign offs
Automate reminders for various team members to turn in grant-related deliverables
Create custom dashboards and reports for high-level and detailed grant tracking for both executive leadership and the grants team
Implement Inbox for automated tracking of emails to funders
TABS: Salesforce-to-Wordpress Sync
REQUIREMENTS
Give TABS member schools a way to update their school profiles via Experience Cloud, and have those profiles flow to the Wordpress website.
SOLUTION
Custom Object & Fields
Data Migration
Multiple Salesforce Flows
Integration with automation tool, Zapier, and Object Sync Wordpress Plugin for Web Sync
Custom Interface on Salesforce Community
Training & Effective Communication
IPS Foundation: Streamlined Donor Management
REQUIREMENTS
Transition from an old, underused database with messy data to a streamlined CRM where donor data could be managed appropriately alongside a custom outbound grants system.
SOLUTIONS
Implement Nonprofit Success Pack
Cleanse and move legacy data into Salesforce
Connect a payment processor to Salesforce and create a giving page
Create an automation to manage outbound funds in the form of microgrants
VCU College of Health Professions: Connect with Prospects
REQUIREMENTS
Give the small-but-mighty College of Health Professions team the tools they need to communicate with interested students, keep track of event attendance, and progressively gather information on recruits.
SOLUTIONS
Implement Pardot with progressive forms to colllect information over time on recruits.
Create segmentation lists to allow the team to easily target email communication
Add a custom event sign up form to allow recruits to sign up for specific events — and to give the CHP team the data on who had attended which events
Train the team to be able to manage their own CRM
DayStar Childcare: Comprehensive Student Management
REQUIREMENTS
DayStar Childcare and Infant Learning Center needed a new database to manage student enrollment, teacher trainings, and more. They wanted a comprehensive solution to allow parents to automatically update information and to be able to report on student enrollment and demographics as well as their own case management services to families.
SOLUTIONS
Customized Education Cloud to use K-12 structure but modify it for a daycare center.
Custom enrollment forms via Flow and Dropbox Sign so enrollment information would flow directly into the database
Custom tuition tiering automations to assign families to a tier based on criteria and then assign tuition rates based on tier
Custom fields and reports to keep track of teacher training dates for recurring trainings
Staff training on enrollment processes, report pulls, etc.