Digital Cloud Transformation Drives Efficiency and Improved Community Engagement at United Way Metro Dallas
The Challenge
- Legacy enterprise application lacked architecture for efficient donor relationship management
- Disconnected data management, processes, and manual systems and lack of flexibility with customization and process automation
- Limited donor engagement and retention causing a decline in donor growth goals
- Teams spending too much time entering data into spreadsheets, emails and one-off communications
The Solution
- Replaced legacy enterprise system with Force.com designation payouts to support full paid gifts, bill direct gifts, payroll deduction gifts, and resolution of exclusions and eligibility issues
- Automated Donor, Gift, Grant, Prospect, Volunteer, and Event Management processes
- Implemented Salesforce Nonprofit Success Pack, Community Cloud, Wave Analytics, and marketing automation
- Deployed Customer Portal enabling customers to track their cases and receive statuses via the web
“Our partnership with Accenture, Salesforce and Configero is a great example of how United Way is keeping pace with the rapidly evolving digital age to actively enhance and engage our internal team, donors and volunteer base.”
--Jennifer Sampson, President & CEO, United Way of Metropolitan Dallas
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