The Before
Bank Workers Charity wanted an agile replacement for an outdated grant management system. The wider programme also needed to connect telephony, email and live chat, support both individual and organisational cases, and improve reporting on services and impact.
The After
We expanded the existing Salesforce platform using Nonprofit Case Management, Grant Management, NPSP, campaigns, live chat and telephony. The new process covers enquiry, assessment, referral, grants, programmes, fundraising and monitoring, with ongoing managed support.
The Results
The charity can follow each client’s full journey, report at every stage and measure outcomes more accurately. Donor, event, programme and grant data are connected, while managed support makes it easier to add new processes and services quickly.
