DemandBlue leveraged Salesforce to automate the client's complex mail system for better tracking and recording of their mail donations
About the Client
The client is a leading nonprofit organization focused on encouraging spiritual growth across all life stages.
- DemandBlue’s team integrated the client’s complex mailing system with Salesforce to record all opportunities received through fundraising mails.
- The team leveraged Salesforce NPSP to automate the process of creating opportunities, allocations, and product selections for each donation, connected to their Workday General Ledger system.
- Developed an archive system to delete legacy imported data.
- Achieved seamless recording of donations received through mails.
- Reduced time for processing large mail receipts.
- Improved accounting system tracking and reporting of all donations.
Salesforce: Apex, API, Flows