Client wants to better manage nonprofit business processes.
Client did not manage, track and report on the pipeline of numerous funds raising prospects.
Client did not track "touches" – the calls, emails, meetings and other interactions that the PTA members had with prospects and donors.
Clientused to carry out all their tasks on Excel spreadsheets.
Client was not able to store information required for invoicing.
How Our Organization Helped
We developed dashboards to show progress towards achieving the fund raising target.
Implemented tracking of prospective donors in the pipeline.
Implemented feature to ensure all required documents are submitted, signed and filed for easy reference.
We added customizations for donor loyalty and outreach programs.
We created custom objects to store information required for invoicing.
Manage and track impact funds and investors.
We implemented robust reporting and analytics of the funds received.
We implemented additional data security to all documentation, record keeping and finances.