A mid-sized Non-Profit Organization (NPO) working across healthcare and education for underprivileged communities wanted to streamline its donor management, case tracking, and program reporting. The team was using spreadsheets and siloed tools, resulting in loss of visibility, redundant work, and disengaged stakeholders. Their goal: Centralize operations, improve donor engagement, and track impact effectively.
Information was stored in emails, Excel sheets, and disconnected CRMs—causing missed opportunities for follow-ups and stewardship.
Program officers struggled to track beneficiaries, deliverables, and status updates in a unified manner.
Tracking community cases (healthcare aid, education requests) lacked structure—leading to delays and duplication.
Monthly/quarterly reports were tedious, manual, and often inconsistent—leading to frustration among donors and board members.
Maintain comprehensive donor profiles with full donation history, preferences, and engagement records, while automating receipts and acknowledgments through streamlined workflows.
All program workflows, such as Scholarships and Health Camps, are fully digitized, enabling seamless tracking of each beneficiary’s journey from enrollment to measurable outcomes.
Structured case creation, triaging, task assignment, and closure were implemented using Salesforce Service Cloud, with real-time visibility into case status and escalations.
Visual dashboards display donations by category, region, fund usage, and impact metrics, complemented by scheduled reports tailored for board members and donor segments.
"Salesforce and Purple Chillies helped us put structure into our compassion. Now we focus on impact, not admin work. Our donors see the value, and our team feels more empowered than ever.” — Director of Programs, Confidential NPO"
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