Salesforce NPSP: A revolution in NGO management
Polish Medical Mission, a Polish humanitarian organization, provides medical care to the neediest countries, focusing on pregnant women, small children, training in African and Asian hospitals, and assisting refugees in Middle Eastern camps. The foundation sought an effective tool for managing donations and generating analyses and reports, choosing Transition Technologies MS as their implementation partner.
Challenge
Before Salesforce implementation, the foundation struggled with data centralization and donor information management, hindering quick data analysis and decision-making, thus reducing the efficiency of the foundation’s objectives. We identified 9 fundamental problems in a more detailed article here.
Solution
TTMS implemented Salesforce NPSP (Nonprofit Success Pack), a set of extensions
designed for NGOs, adapting Salesforce standard functionalities to the specific needs of charitable and nonprofit organizations. This facilitated donor relationship management, campaign tracking, volunteer, donation, and grant management among other nonprofit activities. You can find the detailed implementation specification and project scope in the comprehensive article here.
The implementation of Salesforce NPSP significantly improved the organisation’s
processes. The client gained a tool for rapid data analysis, enhancing operational and strategic actions. Additionally, through effective collaboration with TTMS, the foundation plans to develop reporting and utilize other Salesforce functionalities.
Outcome
Salesforce NPSP implementation brought numerous benefits, including an improved
donation identification process, deep data analysis tools, system personalization flexibility, email integration, and streamlined collection and task management. These features support efficient internal communication and facilitate reporting through advanced filtering and data representation options. Information security was enhanced through Salesforce’s dedicated mechanisms. We have presented a detailed list of benefits from the implementation here.
Conclusion
The larger an organization’s scale of operation, the more challenging it is to manage data using outdated methods, highlighting the need for a partnership with an implementing partner to introduce and properly adapt the system to release the full potential of the collected data.
The solution proposed by TTMS is suitable for other NGOs, ensuring process centralization and automation, significantly increasing work efficiency, and allowing for effective resource use and focus on mission fulfillment.
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