Organization Background
Mercy For Animals aims to end industrial animal agriculture by constructing a just and sustainable food system. Dedicated to eradicating food-production practices that cause animal suffering and have detrimental effects on the planet, Mercy For Animals envisions a world where animals are respected, protected, and free—and promotes a food system that is not only kind to animals but essential for the future of the planet and all who share it.
Challenges
To create a unified view of its supporters, Mercy For Animals needed an efficient way to integrate key supporter information collected in Luminate Online with Salesforce. Without a native integration between the two platforms, the organization relied on time-consuming manual processes that created additional administrative work and increased the risk of data errors.
Manual Data Integration Process
Without Omatic Cloud, the data management team had to run daily reports from Luminate Online, export the data into Excel, make a series of manual adjustments, run a mass import into Salesforce, and then review records for duplicates and other import errors.
Managing Multiple Gala Revenue Streams
The organization’s initial use case for Omatic Cloud was the annual Mercy For Animals Gala, which generated online ticket purchases, online donations, and sponsorships. For reporting and accountability, each revenue stream needed to be recorded as a different Opportunity type within Salesforce.
Duplicate Records and Data Review
After each import, staff had to manually review Salesforce data to identify duplicate records and other errors resulting from the import process. These additional remediation steps increased administrative workload and delayed access to accurate constituent information.
Solution
Mercy For Animals implemented Omatic Cloud with the Luminate Online/TeamRaiser Connector for Salesforce to automate data integration, streamline gala revenue processing, and improve supporter stewardship.
Implemented Omatic Cloud Integration
Mercy For Animals deployed Omatic Cloud with the Luminate Online/TeamRaiser Connector for Salesforce to automate the integration of supporter and fundraising data between systems.
Automated Gala Revenue Processing
The team built and easily managed the integration formulas required for multiple gala revenue streams, automatically aligning ticket purchases, online donations, and sponsorships with the appropriate Opportunity types in Salesforce.
Expanded Integration for Future Campaigns
Following the success of the gala integration, Mercy For Animals began using Omatic Cloud for TeamRaiser peer-to-peer campaigns and planned additional integrations between TeamRaiser and Salesforce.
Results
By deploying Omatic Integration Solutions, Mercy For Animals automated manual processes, improved data accuracy, and strengthened supporter stewardship while saving valuable staff time.
Automated Manual Processes and Saved Staff Time
Omatic Cloud automated much of the organization’s manual integration work, saving the Salesforce administration team approximately two hours per day—or about ten hours per week during gala season—while eliminating many manual steps that previously resulted in wasted time and data errors.
Faster and More Accurate Donor Acknowledgments
The team automated and aligned transactions coming from Luminate Online and TeamRaiser into the appropriate Salesforce Opportunity types. As a result, all donor and registrant acknowledgment letters were delivered within the organization’s 48-hour deadline.
Improved Supporter Stewardship
With manual integration work significantly reduced, Mercy For Animals can recognize and acknowledge supporters in a much timelier manner, helping strengthen supporter relationships while giving staff more time to focus on fundraising and engagement initiatives.
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