Greenfield Salesforce Implementation
Location
The Woman’s Club of Minneapolis faced the challenge of implementing Salesforce from the ground up and migrating a significant portion of their operations there. The entire Salesforce needed to be integrated with their membership management software, website, , and Office 365.
Maintask opted for a solution consisting of two phases. First, we implemented the Core Salesforce CRM using the Nonprofit Success Pack and performed data ETL from previous CRM system . Data evaluation, mapping, migration, validation, and user acceptance testing were conducted to ensure data integrity. In the second phase, the transition of marketing activities from Mailchimp to Marketing Cloud Account Engagement (MCAE) was facilitated by conducting a data audit, performing ETL processes, and setting up integration with Salesforce. Additionally, we set up a third-party software, Stripo, allowing the client to build templates more efficiently and transfer them to MCAE seamlessly.
The Woman’s Club now has an efficient system for revenue tracking from various types of donations and ticket sales combined with marketing automation. The system is integrated with Wix and Office 365. The client still uses separate membership management software, operating two partially integrated systems.
- Greenfield Salesforce implementation.
- Data ETL from their old system to Salesforce.
- Salesforce NPSP was customized to fit membership and donor categories, including data import and contact management.
- Multi-channel revenue tracking and custom handling for various donation types allow for clearer and more compelling recourse management.
- MCAE (Pardot) integration accompanied by employee training.
- The client can effortlessly import and sync email templates to Pardot.
- Creating automated marketing campaigns and engagement journeys tailored to The Woman’s Club’s audience is now available.
- Integrations with Wix for online payments, Office 365 for activity logging, and Jonas for accounting were completed.
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Greenfield Salesforce Implementation
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