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.

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.

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.

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.

You’ve Inherited an Antiquated Salesforce Database. Should you move to the Non-Profit Success Pack?

Congrats! You’ve landed a new job taking care of your organization’s Salesforce.

Unfortunately, it’s an old Salesforce instance, and it needs a little love. We know how intimidating that can be, especially when you’re looking at data that may well be almost a decade old. After all, one benefit of Salesforce is that you can use it for years without needing to dump the system and start with something fresh.

Our team recently connected with a new Salesforce administrator who shared with us some of her concerns about inheriting her organization’s old system. In this case, her organization had been using Salesforce since 2008 and it had become quite cluttered with unnecessary data and apps.

Client Feature: the Fund for Global Human Rights

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Founded on the core belief that on-the-ground activism is the bedrock on which respect for human rights is built, the Fund for Global Human Rights started with the simple but pioneering approach of directing financial resources to locally-rooted rights groups with transformative potential. Since 2002, the Fund has made over $69 million in grants and facilitated hundreds of hours of capacity building to over 550 human rights organizations in Asia, Africa and Latin America. This support has helped to fuel the development of effective national actors and movements that have increasingly come to be seen as nimble, influential challengers holding governments and other powerful actors to account.

Just in 2015, organizations the Fund supports:

  • Successfully advocated for the passage of a law prohibiting child marriage in Pakistan
  • Persuaded hospitals in Sierra Leone to provide treatment for victims of sexual violence during the Ebola crisis
  • Trained Liberian police on LGBTI rights, leading them to establish a hotline for LGBTI people to call in case of attack
  • Pushed Tunisia to establish a commission to investigate the cases of 1,500 migrants disappeared at sea
  • Prevented a budget cut to India’s National Rural Employment Guarantee Act which guarantees rural laborers a minimum of 100 days of work per year
  • Forced the Honduran Supreme Court to overturn the conviction of an activist imprisoned for political reasons

Case Study

The Fund for Global Human Rights relies on Salesforce to track and manage grants and individual donations. In addition to some general cleanup, the Fund engaged DaizyLogik to address two particular challenges that were preventing them from getting the most out of Salesforce.

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