NGO Scaled Its Impact with Salesforce Nonprofit Success Pack

A New York-based international non-governmental organization (NGO) was scrambling to manage different components of the nonprofit in multiple systems. They needed a technology solution that could be efficiently streamlined with their existing business model and could get them a 360-degree view of their business partners, customers, vendors through a centralized IT-System.

The Blockers in the Road

Multiple systems are used to manage various departments and business processes making it a complex work. Things were done the traditional way using Outlook, SharePoint, and various fundraising systems. This was a daunting task to manage departments and processes handled by them. The major challenges the customer was facing:

• • Different types of data was used by different departments and no single point of management for that.
• • No centralized system to track the information which makes it difficult to make decisions based on information flow.
• • As an NGO involves a lot of contracts, payments, donor information etc. But due to no single point of sensitive data storage, the management of such data was lacking security.
• • A lot of approvals going on within the business, but no authentic automation was setup which could have made it efficient.
• • The way business was doing relationship tracking was very tiring job, the process needed smart tracking of relationships.