DaizyLogik

Trusted Salesforce Partner for your mission-driven organization.

Category: Non-Profit Success Pack

Emergency Fund Distribution with Salesforce Nonprofit Cloud Case Management

Posted by on in Case Management, Case Study, FormAssembly, Non-Profit Success Pack, Salesforce.org

Wellspring Family Services is a nonprofit, multi-service agency serving low-income and vulnerable individuals, children and families in the Seattle area. Its mission is to end the cycle of family homelessness in the metropolitan area, and ensure that every child has a safe and stable home. 

At the height of the COVID-19 crisis, Wellspring Family Services was selected by the City of Seattle to administer the distribution of a $2.17M fund targeted to aid the city’s hospitality workers who lost their jobs or income due to the pandemic. The organization was tasked with quickly bringing online an end-to-end system that was equipped to: collect applications in multiple languages, track information in a meaningful way, support the selection process of eligible applicants, and facilitate the disbursement of funds.

Wellspring Family Services reached out to DaizyLogik to help them design and implement this digital system for their needs by leveraging Salesforce CRM and the Nonprofit Cloud Case Management module.

Together, we got the $2M into the hands of people that needed it. A success from every angle – from the City of Seattle, our team, DaizyLogik’s completion, and the lives it touched.

Peter Schultz COO, Wellspring Family Services

Agility and Forward Looking Design

For this project, Wellspring and DaizyLogik selected FormAssembly to build out the data collection portion of the project. This allowed the DaizyLogik team to build out data collection forms in 10 different languages in order to support the diverse Seattle community and reduce the language barrier for potential applicants. By using the e-signature feature built into FormAssembly, the team was able to provide an additional layer of validating eligible applicants and meet the requirements set forward by the City of Seattle. 

Leveraging their expertise in both Salesforce CRM and in supporting human services organizations, DaizyLogik was able to quickly deploy and configure the Case Management module for Salesforce CRM. Our team designed additional structures needed to support the immediate needs of the hospitality program data collection with an eye for the future, taking into consideration the needs of other programs that Wellspring is currently managing or plans to manage moving forward. Using the Salesforce connector for FormAssembly, the applicant data was funneled directly into the Case Management system allowing the team to perform in-depth data analysis after the initial application process, in order to drive the funds disbursement process.

In order to ensure compliance with the funding guidelines established by the City of Seattle and fairly disburse the funds to applicants in need, the data collected had to be further scrubbed before being used for decision making. Using one of the address verification services built into the Nonprofit Success Pack, as well as a third party deduplication tool (Demand Tools), DaizyLogik helped Wellspring ensure the applicant data was accurate.

Read the entire case study and Q&A with Wellspring Family Services COO, Peter Schultz.

Based on the timeline – I needed someone who knew the questions that were necessary to ask. With limited staff: there was a lot that was self led by DaizyLogik, whose team fulfilled answers to questions that I didn’t even have to ask, and met at odd hours during a truly unrealistic timeline – they were very accommodating.

Peter Schultz COO, Wellspring Family Services

Managing an Affordable Housing Community using Salesforce CRM and the Nonprofit Success Pack

Posted by on in Case Study, Non-Profit Success Pack, Program Management using Salesforce, Salesforce

Hilltop is a nonprofit corporation that was established with two goals in mind: to provide affordable housing for individuals aged 62 and older; and to nurture independence through innovative programs that help maintain, enhance and improve the lives of all who live there. 

Residency at Hilltop is open to all qualified, eligible persons 62 years of age or older, without regard to race, color, creed, national origin, handicap status, religion, familial status, political persuasion, sex or sexual preference.  Its 124-unit, equal-opportunity facility provides affordable apartments, many with subsidies provided by HUD or the Seattle Housing Authority.

About The Project

Hilltop reached out to DaizyLogik to help them implement Salesforce CRM with the Nonprofit Success Pack. Prior to the organization’s adoption of Salesforce CRM, Hilltop relied mainly on Excel spreadsheets and paper files to manage business operations, applicants and residents. Since many of the Hilltop residents are recipients of subsidies, the organization needed a more efficient and timely way to track activities while still maintaining compliance with the subsidy requirements for certification purposes. Hilltop also wanted to have a clearer picture of its vendors and contracts as well as keep track of communications with applicants – tracking their journey to becoming residents.

DaizyLogik used an incremental, agile, and transparent approach to build the new system that meets Hilltop’s needs. Since most staff had no prior experience with Salesforce CRM, we made sure that every new piece was built, demonstrated, and then tested and validated by staff who were provided clear testing instructions. 

Resident and Property Management with Salesforce CRM

To accomplish the goals of this project DaizyLogik leveraged the Salesforce Nonprofit Success Pack (NPSP) and built additional custom structures and processes to model the organization’s business operations. This allows Hilltop to track the whole journey for applicants from the moment they are waitlisted for a unit on the property to officially becoming residents.

Hilltop builds community and we helped built the database to support them. Read more about this project.

Farewell NPower Template, Welcome Nonprofit Success Pack

Posted by on in Case Study, Non-Profit Success Pack, Salesforce.org, Upgrade to NPSP

A Walk Down Memory Lane

Back in 2011, DaizyLogik co-founder, Nineta Martinov was hired to work as a Salesforce consultant with NPower Seattle where she became familiar with the NPower Template for Salesforce. The origins of the NPower Template can be traced back to 2006 and to countless collaborations with nonprofits and talented, passionate individuals who contributed ideas and code to build a common template that nonprofits can leverage to make the most of their Salesforce CRM. Around the same time, emerged [what was then called] the Nonprofit Starter Pack brought to life by the Salesforce Foundation, now known as the Nonprofit Success Pack (NPSP).

Fast forward to 2020, DaizyLogik had the opportunity to transition probably one of the last remaining NPower Template Salesforce instances to the latest version of Nonprofit Success Pack. “This project has been somewhat emotional to me,” said Nineta Martinov. “As I got to unravel and unplug the pieces of the NPower Template and move data into the NPSP, it’s been an illuminating experience as to how much things have changed in these nine years, yet how much they stayed the same.”

In Keeping with The Times

DaizyLogik frequently helps their clients adopt the latest advancements in the Salesforce nonprofit technology, as it did with School’s Out Washington (SOWA), a nonprofit organization that provides services and guidance for organizations to ensure all young people have safe places to learn and grow when not in school. The organization has been successfully using Salesforce with the NPower Template since around 2011. As part of the organization’s  initiative to revamp its digital assets, SOWA decided to modernize its CRM by moving to Salesforce’s Nonprofit Success Pack and switching to the Lightning experience. In this post we illustrate the first part of this effort, namely the journey to NPSP.

Smooth Transitions

At DaizyLogik we always approach transition projects with deliberate care and diligent planning. Using a full sandbox we tested the upgrade to NPSP and planned out the data conversion down to the smallest detail. School’s Out Washington had many customizations and integrations which had to be preserved or upgraded to work with the NPSP. DaizyLogik worked to surgically update code and structures so that NPower Template pieces could be safely removed from the system. 

One takeaway from this project has been the striking similarities between the NPower Template and the NPSP. We found that most fields and structures transferred very easily and many of the template’s settings can now be found in the NPSP Settings. One aspect of the NPower Template that we knew SOWA wanted to preserve is the NPower Lead Converter which allows staff to mass convert leads which are coming into the system from various integrations; a function that had proven very successful for them. DaizyLogik was able to update the code of the mass lead converter to work with the account model in NPSP, therefore minimizing any disruption to the processes that staff was accustomed to.

Onwards

Now that SOWA and DaizyLogik have successfully completed the transition to NPSP, staff can look forward to leveraging the additional functionality in NPSP and benefiting from the ongoing updates and improvements that NPSP continues to make available. The organization is already excited about the opportunity to leverage the Enhanced Recurring Donations feature that will allow staff to more easily track and manage recurring gifts from donors over extended periods of time.

In Their Words

We asked School’s Out Washington to reflect on our work on this project and here is what they had to say: “What I love most about working with Nineta and DaizyLogik is their ability to explain technical aspects of Salesforce to those who are not as well versed in it. Nineta is also very transparent and upfront about costs and risk, and is committed to weighing those out with you so that your organization gets as much value from the finished product as possible. The entire process was very organized (Basecamp and Google Docs for project management) and Nineta is very flexible on response times depending on your availability. I can always trust her in our work together.” – Shirley Lu, Salesforce Administrator and Technical Project Manager

Scalable Client Intake for Better Program Data Tracking

Posted by on in Business Processes, Case Study, Non-Profit Success Pack, Salesforce, Salesforce Community Cloud

clear logoCommunity Action Partnership San Bernardino County or ‘CAPSBC’ for short, hired DaizyLogik to assist in building out a system that helps them streamline the tracking and reporting on program data collected by each of their affiliated food banks and food distribution centers. CAPSBC had been using Salesforce CRM for a few years to support certain aspects of their business operations such as fundraising and food donations. Moving their food bank programs into Salesforce was the natural step into leveraging the platform to support their mission.

Learn more about how the DaizyLogik team utilized Salesforce with Nonprofit Success Pack and Community Cloud to build a custom intake system that scales to serve multiple programs and their 200+ nonprofits partners.

Engaging Members, Building Relationships

Posted by on in Business Processes, Case Study, Member Engagement, Non-Profit Success Pack, Uncategorized

Net Hope LogoDaizyLogik client, NetHope, a consortium of nearly 60 leading global nonprofits, empowers committed organizations to change the world through the power of technology. Its members deliver over 60 percent of all annual, international, non-governmental aid. NetHope unites with over 60 technology companies and funding partners to design, fund, implement, adapt, and scale innovative approaches to solve development, humanitarian, and conservation challenges. Together, the NetHope community strives to transform the world, building a platform of hope for those who receive aid and those who deliver it.

NetHope has been using Salesforce and the Nonprofit Success Pack for a few years but wanted to increase the adoption of the system with its staff and take full advantage of its capabilities, in support of the organization’s fundraising and membership management efforts.

Learn more about how we approached this work and the journey of making Salesforce CRM an effective tool, central for the organization.

Salesforce CRM, the ‘PATH’ to Global Engagement

Posted by on in Case Study, Non-Profit Success Pack, Salesforce, Salesforce.org

For many nonprofits fundraising is not just a means of raising critical funds, but also a way to promote the message and goals of a charity. Given enough time and capital, a charity has the potential to go global with engagement, ensuring the organization can continue support its cause; for example, funding research. What can get in the way of potential lifechanging funding? Operations that aren’t consistently streamlined. This is where Salesforce can be a powerful tool in constituent management; with more importantly, the right training.

Salesforce has earned its place as one of the most comprehensive CRM software options on the market. A popular solution for for-profit businesses, many nonprofits tend to fall into the belief that because of their specific needs, it may not be the right fit – fortunately, that’s not true! Salesforce.org Nonprofit Cloud is the only complete platform for nonprofits. It’s the only platform that gives you a 360-degree view of an organization’s mission, and is the only platform built with a community of over 30,000 trailblazers. Its program allows users to deepen constituent relationships, deliver better programs, and accelerate its transformation into a connected nonprofit. A great example of its possibilities was established by DaizyLogik client, PATH, and case study: Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning; specifically with client lead, Catherine Endicott. Catherine came into the project with no prior Salesforce CRM experience, but as an experienced fundraising professional. Our team worked alongside her and the PATH team throughout the project to drive the migration of the organization fundraising data and processes from Donor Perfect Online to Salesforce CRM.

Now, two years later, Catherine has not only grown more confident in her use of Salesforce CRM but, has started helping others in the community by sharing some of the practices that our team helped put in place at PATH. Don’t just take our word for it though, please allow Catherine to explain herself in our recent customer review, below.

Read More “Salesforce CRM, the ‘PATH’ to Global Engagement”

A Case Study for using FormAssembly to Manage Ticket Sales

Posted by on in Automation, Case Study, Non-Profit Success Pack, Salesforce, Salesforce.org

Washington Global Health Alliance (WGHA) has been using Salesforce and the Nonprofit Success Pack for a few years to track and manage their members and donors. The data collected in Salesforce allows WGHA to measure and report on their members’ interactions and collaboration, and ultimately on the impact of their work in the global health community.

WGHA organizes a number of member and public events throughout the year. They had used Eventbrite to manage ticket sales, and had tested Brown Paper Tickets, but were disappointed with the new price points of both platforms and policy changes, and wanted to find another solution. More importantly, they wanted a solution that would easily feed all event data into Salesforce and remove the need for double data entry. Once the information was in Salesforce, they wanted to track the participation and payments of event attendees, donors, and other stakeholders associated with the organization.

Since the WGHA team was not looking for a full-blown event management system, the DaizyLogik team recommended FormAssembly.

Learn more about this decision and how our team helped to empower WGHA’s team to use this new tool with confidence.

 

Updating and Automating Business Processes Through Salesforce NPSP

Posted by on in Business Processes, Case Study, Non-Profit Success Pack, Salesforce

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.

Posted by on in Business Processes, Non-Profit Success Pack, Salesforce, Strategy

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.

Read More “Business Processes Change. Your Salesforce CRM Should Change With Them.”

Share your Salesforce Data with Your Constituents

Posted by on in Custom Development, Non-Profit Success Pack, Reporting, Salesforce

At DaizyLogik we always strive to serve our clients through a thoughtful approach in which we take the coolest solutions we develop and make then widely available to as many organizations as possible. Nonprofits work hard to make the world a better place, and they deserve to have access to these solutions in a streamlined and cost effective way. So when our consultants see patterns emerge from client requests, our team of developers transform these ideas into useful products and services. We share a few examples here.

The Salesforce Data Story

Over the years, we’ve found that many organizations want to publicly share some of the important data they collect in Salesforce on their website. The most common ways to do this come with their own set of challenges:

  • Exporting a snapshot of the data from Salesforce, and hard-coding it in the website. This requires manual process and results in static website content.
  • Exposing Visualforce pages through sites requires custom Salesforce development which can be expensive and difficult for web developers to style in a public website.
  • Using Salesforce Communities which comes with a steep price tag.

We knew there had to be a more streamlined way to make this work. Our team wanted solutions that would not require us to reinvent the wheel every time a client asks, that does not clutter Salesforce with custom code, and that can scale to benefit multiple clients. So we built them!

Read More “Share your Salesforce Data with Your Constituents”