Workflows Used
Organization
The Joe Andruzzi Foundation (JAF) is committed to helping families battling cancer by providing grants that alleviate the financial and emotional stress associated with treatment. By easing these burdens, JAF enables grant recipients to focus on their fight against cancer rather than the financial distress that often comes with it. To support this mission, the organization depends on efficient fundraising operations, strong donor relationships, and accurate constituent data.
Challenges
While Salesforce NPSP offered a strong foundation for fundraising operations, JAF identified several challenges related to data imports, data quality, and donor record management that needed to be addressed before the system could fully support its mission.
Complex and Time-Consuming Import Processes
When JAF chose Salesforce NPSP as its new fundraising CRM, they realized that the standard Salesforce import process involved too many steps. New gift and contact data would need to be imported in multiple stages, creating significant administrative work and reducing efficiency.
Concerns About Data Hygiene and Duplicate Records
JAF wanted key automated data clean-up and error-prevention features, including zip code matching, proper-casing, and duplicate detection. Without these capabilities, maintaining accurate and consistent donor data would be difficult and time-consuming.
Risk of Errors and Donor Experience Challenges
Manual data entry would take valuable staff time, be prone to errors, and could unknowingly create duplicate records. Errors, inaccurate data, and duplicates could negatively impact the donor experience and weaken donor retention by making the organization appear to be poor stewards of donated funds.
Solution
To streamline data management and improve data quality, JAF partnered with Omatic to implement a comprehensive Salesforce integration and nonprofit dataflow management solution.
Implemented Omatic’s Salesforce Integration Toolset
The Joe Andruzzi Foundation turned to Omatic for a full-scale solution to integrate routine data from external sources into Salesforce NPSP, creating a more efficient and automated process for managing donor information.
Automated Data Mapping and Workflow Management
Omatic handled data mapping, helped build automated workflows, and configured the toolset to meet JAF’s data integration needs, including expedient processing, duplicate matching, proper-casing, and other data hygiene requirements.
Configured for Comprehensive Data Quality Controls
The solution was designed to standardize fields, identify duplicate records, and ensure accurate data integration while supporting JAF’s long-term data integrity goals.
Results
With Omatic’s Salesforce Integration solution in place, JAF streamlined donor and gift processing, improved data quality, and created a stronger foundation for future fundraising growth.
Streamlined Donor and Gift Data Integration
Automated workflows reduced the number of steps and the overall time and effort required to integrate data from external sources into Salesforce. New contact and gift data, along with gifts and payments from existing donors, could now be processed together through a single integration workflow.
Improved Data Quality and Reduced Manual Effort
Omatic’s solution properly matched records, standardized fields, prevented duplicates, and automatically created contacts linked within households. These automations reduced the need for manual data review and cleanup while eliminating many of the errors associated with manual entry.
Stronger Fundraising Operations and Long-Term Data Integrity
With current, clean, and complete data available more quickly, JAF gained confidence in its ability to support better donor acquisition and retention efforts. The organization also developed a new perspective on data integration and began identifying additional opportunities to leverage Omatic’s Salesforce Integration platform to improve operational efficiency and maintain data integrity long-term.
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