Workflows Used
Organization Background
The Pink Agenda is committed to raising money for breast cancer research and care, as well as awareness of the disease, among young professionals. Born of the belief that engaging today’s generation can go a long way toward finding tomorrow’s cure, The Pink Agenda finds funds and partners with people and programs that are improving the lives of those suffering from breast cancer and conducting the ground-breaking research necessary to improve their odds. To manage donations and donor records, The Pink Agenda uses Salesforce NPSP as its primary CRM.
Challenges
With donations arriving from multiple fundraising platforms, The Pink Agenda needed a more efficient way to integrate donor and gift data into Salesforce while maintaining data quality and supporting future fundraising growth.
Managing Data from Multiple Fundraising Platforms
Donations came into The Pink Agenda from several different platforms, each with its own data formats and standards. Online giving, peer-to-peer fundraising, social media fundraising, and other donation sources all required imports into Salesforce to ensure the system remained current and accurate.
Time-Consuming Manual Import Process
Data integration relied on native import tools that were tedious to use and required multiple import passes for different data types. Salesforce imports typically took a full day each month and up to two full days during periods of peak donation activity.
Duplicate Records and Custom Data Challenges
Standard import processes frequently resulted in duplicate records within Salesforce. In addition, The Pink Agenda needed custom data elements for source tracking, making it difficult to properly import and relate data to custom fields.
Limited Staff Time for Strategic Work
The organization’s lean internal team spent significant time importing data, correcting errors, and reconciling records. These manual processes prevented staff from taking full advantage of Salesforce and delayed projects that could improve donor outreach and engagement.
Solution
The Pink Agenda deployed Omatic Cloud Data Manager to automate data integration, improve data quality, and create a consistent process for managing donor and gift information across multiple fundraising platforms.
Implemented Omatic Cloud Data Manager
The Pink Agenda deployed Omatic Cloud Data Manager after recognizing Omatic’s deep understanding of both the Salesforce platform and the data management needs of nonprofit organizations.
Created a Consistent Integration Hub
Omatic Cloud established a common integration hub for importing source data into Salesforce, providing consistent data mapping and processing regardless of where donation data originated.
Improved Source Tracking and Data Processing
The solution supports integration of source data into custom Salesforce fields, allowing donor and gift-source tracking to meet the organization’s analysis and reporting needs while reducing manual remediation.
Results
By implementing Omatic Cloud Data Manager, The Pink Agenda significantly reduced manual work, improved data accuracy, and created a stronger foundation for donor engagement and long-term fundraising success.
Reduced Data Integration Time by 50%
Using Omatic Cloud reduced The Pink Agenda’s time spent on donor and gift data integration by at least 50%. During the busiest fundraising season, this saves more than two full days each month while improving the overall quality of Salesforce data.
Improved Data Quality and Reconciliation
Omatic Cloud’s sophisticated matching algorithms significantly reduced duplicate donor records while improving the speed and accuracy of reconciliation between fundraising and accounting systems. Staff can now process gifts more frequently, keeping Salesforce up to date and enabling more timely donor communications.
Expanded Use of Salesforce
With significantly less time spent on data integration, The Pink Agenda team can now leverage Salesforce beyond basic donor and gift management. Staff are able to track event attendance, digital interactions, grant disbursements, and additional reporting that supports future fundraising initiatives.
Increased Donor Engagement and Retention
Cleaner, more complete data has enhanced donor communication and engagement while improving the overall constituent experience. The Pink Agenda expects these improvements to contribute to increased revenue, stronger donor retention, and greater long-term return on its technology investment.
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