Building a Custom, Responsive, Client Intake Form in Salesforce NPSP

For many years, Bellingham Food Bank used a legacy Access database called “The Food Bank Intake Database” to track client intake information for the 300-600 households who use their services each day they’re open. This software allowed them to collect data for analysis of the services they provided to their clients, and to produce the monthly statistical reports required by various funders.

As time passed, and as the organization upgraded their various systems, the Access database did not upgrade along with it. The staff at Bellingham Food Bank recognized the mission critical nature of the database, and began to make plans to replace the aging system once it started to crash regularly. In order to process a household every 30-60 seconds, the team needed a system they could depend on.

The Bellingham Food Bank engaged DaizyLogik to design and develop a client intake application that leverages the features of Salesforce CRM and the Nonprofit Success Pack to provide a modern and mobile user interface.

Read the case study here.

 

Updating and Automating Business Processes Through Salesforce NPSP

Washington Defender Association (WDA) engaged DaizyLogik to assist with efforts to update and automate their business processes while moving to Salesforce CRM. This effort was done in concert with WDA’s initiative to redesign their outdated website and ensured a much needed integration between the two systems. WDA is a membership organization whose clients include attorneys and their staffs, all of whom expect an easy-to-use interface, a high level of access, and an equally high level of privacy to protect sensitive data.

WDA’s outdated database in Access was isolated and cumbersome to maintain. The team wanted a more flexible cloud-based solution that would give them the opportunity to integrate with the new website and enable data to flow directly into their database.

Read how the DaizyLogik team addressed this challenge.

Business Processes Change. Your Salesforce CRM Should Change With Them.

Does your Salesforce CRM feel disconnected from your business processes? Do you feel like you have to use Salesforce because is telling you to, but you end up reverting to spreadsheets and sticky notes?

As Salesforce has been gaining momentum in the nonprofit community, many nonprofits adopt and implement the powerful CRM to manage their donor engagement and programs. Through our work with nonprofits at various stages in their journey with Salesforce, we have found that while their business processes may change and evolve to meet new demands, their CRM doesn’t always keep up.

Fortunately, there are a few telltale signs that indicate that an organization is using a CRM that no longer supports their business processes. If you see your staff seeking out alternatives to Salesforce, it may be time to schedule a business process review.

A Use Case for FormAssembly to Salesforce Integration – Improved Efficiencies

Arts Corps has been using Salesforce and the Nonprofit Success Pack (NPSP) for a number of years. On their website, they hosted three web-to-lead forms, which would automatically drop new information directly into Salesforce as Leads. For many years, our team at DaizyLogik was able to maintain a legacy solution for the mass conversion of these leads

When this legacy lead conversion tool finally stopped functioning completely in November 2017, Arts Corps knew it had to make a choice about how to move forward.

Read the full case study.

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The Power of a Phased Approach: Implementing the Nonprofit Success Pack in an Existing Salesforce Instance

PATH hired DaizyLogik to help them improve user buy-in within the Global Engagement division and incorporate Salesforce as a true CRM for the department.

This case study offers insights into how the DaizyLogik team led the effort to implement the Nonprofit Success Pack (NPSP) on an existing Salesforce database for PATH by using a phased approach.

This body of work started with the output from the CRM planning phase, which we discussed in Part 1 of this Case Study (Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning). This work included over 900 user stories that were groomed and prioritized, an existing Salesforce instance with approximately 700 active users, 1.5GB of data to be migrated from DonorPerfect into NPSP, and integration with external applications such as DonorSearch and SoapBox Engage.

Recognizing the scale of this project, our team started by defining a few phases of implementation, each with its own theme and set of goals.

Read the full case study here.

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Are You Recruiting a Salesforce Consultant or a Roofer?

Daizy Logik: Creativity. Rigor.

When recruiting a Salesforce CRM consultant, it’s very tempting for project managers in organizations to equate this individual with the contractors they’ve hired to do other jobs, such as installing a new roof. After all, both the Salesforce consultant and the roofer require a very specific skill set to do their jobs well, take on a certain set of risks, and probably cost more than one might originally expect.

Salesforce consultants know the feeling all too well that their bids and proposals are reviewed as if they were simply quotes for a new roof. And it sounds fair on the surface, if you believe that Salesforce consulting equals a one-off home repair project.

If you’re in the shoes of an organization evaluating a consulting proposal for your Salesforce CRM and find yourself struggling with the question of how to evaluate consultants, consider the following points.

Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning

To improve user buy-in within the Global Engagement division and incorporate Salesforce as a true CRM for the department, PATH hired DaizyLogik to help them facilitate this process.

Over the course of six months, the DaizyLogik team joined members of PATH’s GE division for over 46 discussions to define use cases and identify process-related requirements and business rules, collecting over 900 user stories. Our team provided guidance on process improvements while effectively communicating Salesforce and Nonprofit Success Pack functionality, evaluated data migration needs, and prepared an implementation plan.

This Case Study provides insights into how DaizyLogik applied our consulting and project delivery methodology to a cross-organizational, complex Salesforce and Nonprofit Success Pack implementation. It also discusses the questions and challenges faced by core members of the PATH and DaizyLogik teams during this extensive requirements collection process. We describe our approach and share some key takeaways that we hope others will find useful.

Read the case study here.

The Drag-n-Drop Calendar: Interactive, Real-Time Event Management

EarthCorps coordinates 850 volunteer events, field projects, and workshops each year, and they must frequently update event details, dates, and teams as circumstances change. The process of updating the details for each event involved a number of time consuming steps.

This process was not particularly easy and team members complained that it took too much time. On top of that, users did not have a visual to reference while they were making changes to the calendar, which made it more difficult to keep track of things.

EarthCorps leadership wanted to make it easier for project teams to make updates to their events. They wanted to be able to take the visual image of an event on the Calendar and simply drag it to a new location within the same month, or to a new month, automatically updating the event’s information.

Read how we made this happen.

HomeKeeper 2.0 – Building the Future of HUD Reporting in Salesforce

Grounded Solutions Network worked with DaizyLogik, SoPact, and an advisory committee of users to help develop HomeKeeper into a HUD compliant CMS. As a sector-wide program management and impact measurement tool, HomeKeeper was well positioned to build on their popular app by expanding the housing counseling features and seeking approval from the US Department of Housing and Urban Development. Once made publicly available, HomeKeeper will be an excellent tool for affordable homeownership programs that offer workshops and other housing counseling services.

Read the full Case Study.

Crowdfunding and Peer-to-Peer Fundraising, and How to Leverage Your CRM to Make Both Work

Development directors for nonprofits of all sizes spend their days thinking through strategies about how to raise money so their organization can do the amazing things it was created to do.

Two online fundraising strategies that have emerged in the past few years raise the bar in terms of how nonprofits connect with their communities and engage their donors. Nonprofits can now use both crowdfunding and peer-to-peer fundraising campaigns to raise the the funds they need in ways that are far more public and interactive than traditional donor acquisition methods.

These are powerful fundraising strategies on their own. But when combined with a nonprofit’s CRM like Salesforce, they can help an organization build on a campaign’s success to reach a wider audience, grow their donor base, and multiply their impact.