Project Name
Empowering a Non-Profit Organization with CRM and SMS Solutions
Client Overview
Our client is a well-established non-profit organisation based in the USA. The organization is dedicated to offering restorative services to the vulnerable individuals. With several programs, they aim to offer community support with a wide network of participants, donors, and volunteers. However, they were facing several challenges in their operations activities, such as offering consistent communication, on-time updates about appointments, classes, and events, strengthening donor and volunteer relationships, streamlining case management and participant tracking, and so on. Due to these obstacles, the organization was facing challenges in delivering services to the needy.
Challenges
Before adopting a Salesforce SMS integration, the non-profit organization faced multiple communication hurdles:
- Inconsistent Communication Across Programs: Managing several initiatives without having a unified messaging system led to multiple missed opportunities as well as poor engagement from participants.
- Lack of Timely Engagement with Donors and Volunteers: Interested donors and volunteers were unable to get a timely update about the fundraisers, events, or impact reports, reducing overall engagement.
- Manual and Inefficient Case Management: Staff members spent significant time manually tracking participant progress and sending updates.
- Inefficient Emergency Response: In critical situations, relaying urgent information to staff, volunteers, and program participants was challenging, leading to delays in response times.
Our Solution
In order to comprehend all these challenges, we implemented Lead Manager Ninja, texting services for nonprofits within their CRM system, leveraging a texting platform for nonprofits that integrated seamlessly with Salesforce.
- Automated Program Reminders: Participants receive automated SMS reminders for appointments, counseling sessions, and events. This has significantly reduced missed appointments and increased engagement.
- Donor and Volunteer Engagement: With the help of the texting services for nonprofits, they were able to send personalized SMS updates to the fundraising campaigns, volunteer opportunities, and success stories.
- Streamlined Case Management & Participant Tracking: By integrating SMS within CRM, the organization efficiently tracks participant progress and sends timely updates. Automated case updates have reduced staff workload and improved efficiency.
- Instant Emergency Notifications: With the help of Salesforce bulk messaging capabilities, the staff as well as volunteers were able to get quick information about the urgent situations.
- International Communication: SMS messaging has allowed the organization to reach participants and stakeholders involved in global initiatives, expanding their impact beyond local communities.
- Cost-Effective Outreach: A pay-as-you-go SMS model eliminates the need for expensive communication solutions. Scalable messaging options accommodate different outreach needs, making it a cost-effective solution.
Qualitative Results
Before: 50% engagement rate
After: 85% engagement rate
Before: 30% signups
After: 65% signups
Before: 15 hours/week
After: 5 hours/week
Before: 30 minutes
After: 5 minutes
Enhance Outreach While Reducing Costs with Smart SMS Solutions!
