The Before
The Foundation managed B2B and B2C marketing data in spreadsheets, creating duplicates, errors and limited visibility. Staff needed to track communications with participants, volunteers and partners, manage events and understand donations and campaign performance.
The After
We built a structured Salesforce process using the Nonprofit Success Pack. It separates B2B and B2C activity, tracks leads and communications, manages events through campaigns and gives mobile teams access to the same live information.
The Results
Marketing activity is organised and measurable, with a complete view of constituents and campaign progress. The team can track engagement, event communications and ROI from one system, reducing spreadsheet errors and giving staff better information wherever they work.
