For Everyone

Waterbury PAL, nonprofit organization, helps more children with Salesforce

3 min read
CloudAnswers photo
CloudAnswers
Share
TODO

When working with at-risk youth, the more you can do the better. In the town of Waterbury, Connecticut, a group of volunteers and donors felt like they could be doing more to help the children in their community.

The Police Activity League of Waterbury, Inc. (PAL), led by volunteer Police Officers, runs summer sports leagues, subsidizes meals, sponsors park cleaning, and supports kids headed to school. This is a group of public servants that wanted to do more in their free time.

The need to keep all information and processes in one place.

Last year, 2019, Waterbury PAL hired Mara Ford. With over 25 years of experience in nonprofit management and fundraising, she was ready to help Waterbury PAL. Her aim became to expand its reach and impact with kids who needed it the most.

During her first year on the job, she quickly realized that, in order to support children and families, she needed to see relevant information more easily. From how much money was coming in, to where families were moving, to who was volunteering. In order to be proactive, she needed more information and all of them in one place.

Implementation of Salesforce Nonprofit Success Pack

CloudAnswers worked closely with Mara Ford to understand the challenges they were facing. Where the pain points were, and where they are heading so that the solution would meet these needs as fast as possible.

Salesforce’s Nonprofit Success Pack was turned on just a few months into the job and started making immediate improvements. By using Campaigns to track outreach, reports, and dashboards to see trends, and Opportunities to increase communication, they were able to coordinate and strategize.

No More Filing Cabinets

During previous years, without a platform, it was impossible to report on revenue, fundraising, and goals without a substantial amount of effort. Documents were split between filing cabinets, spreadsheets, and Quickbooks. This required manually copying data from paper into spreadsheets.

Over the past 6 months, Mara and her team have transitioned to recording all of their donor information in Salesforce's nonprofit success pack. They can now schedule daily and weekly reports to track incoming donations as well as longer-term Grant writing.

By managing their pipeline consistently, they are able to optimize their efforts. From tracking the number of people called during a campaign, to who got the “Thank You” letters, they can make their personal touch more productive.

It is critical for Nonprofit organizations to track donors and fundraising dollars while measuring their impact.

Tracking Their Outreach

CloudAnswers helped the Waterbury PAL meets its objectives. They are able to track and maintain important relationships, get better visibility on their donation pipeline, increase user uptake, gather better data, measure, track, and create reports from its programs like never before.


CloudAnswers photo
CloudAnswers
Share

About CloudAnswers

Salesforce apps, powerful components, custom development, and consulting. Our experienced team helps you to create and modify workflow processes in salesforce.

Related Articles

For Everyone

What is Salesforce DevOps and how does it impact your organization?

Lets begin with 'DevOps' definition. It is a collection of practices that integrate software development (Dev) and operations (Ops) to help teams produce, test, and deliver software faster and more reliably. Think of developer operations like you think about sales operations, or marketing operations - it’s the tools and processes that enable the department’s work. Since its inception in 2009, the word "DevOps" has been used to describe a combination of cultural ideas, practices, and tools that strive to shorten the development life cycle and improve software quality.

June 9, 2022

11 Min Read

For Everyone

Salesforce Lead Nurture Campaigns

Lead nurturing is all about discovering what your customers value and then offering it to them in an automated fashion and watching their behavior to see when they are ready to purchase or get involved with sales. Lead nurturing includes identifying their needs and giving value to potential customers throughout their interactions with your organization. That is encouraging leads to stay in touch until they are ready to take the next step

June 3, 2022

5 Min Read

For Everyone

Tips for Becoming a Salesforce Admin

Before starting my career as a Salesforce administrator, I had never even heard of Salesforce. I was just some kid who went to a trade school and worked at Best Buy. One day my dad had told me about this software that he was working with called Salesforce. He told me how you didn't need a college degree, no schooling. All you needed was the dedication to learning the software and $200 to pass the exam.

May 19, 2022

6 Min Read