Products
Industry
Nonprofit
Profile
Since 1924, United Way of Metropolitan Dallas has invested in the most effective local programs that work to create opportunities and change lives forever. They unite donors and volunteers with organizations who are focused on producing real results in the areas of education, financial stability, and health.
Company Size
120+ Employees
Location
Dallas, TX
Configero Drives Nonprofit Digital Transformation
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
The Results
- Reduction in workload for
critical operations, including the
replacement of manual
processes typically performed
with paper forms/Excel and
automation of donor
acknowledgement letters - Improved view of donor and
prospect data in a single
platform in order to better
analyze data for reaching a
wider audience and to convert
prospects into volunteers and
donors and using more mobile
and social capabilities for
deeper community
engagement - Tighter integration across its
business units due to
automated workflows for
processing donations