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
Technologies: NPSP