Nonprofits are the saviors of the people and nature that we abandon. They are the backbone of the people who need support. But even they need someone to back them up. Someone or something that can help them manage their funds, donations, and volunteers. That’s when we and our Salesforce NonProfit portal come into the picture.
One of our NGO clients that helps homeless communities with food, shelter, and everything else, needed a platform to help manage funds, donations, and volunteers. They had some specific requirements: log entry, volunteer work management, donation tracking, inquiry management, etc. Here’s how we helped them out.
Requirements and Our Solution
The primary requirement was a unified platform that offers donor management and a volunteer management module. They also needed features to manage logs, upcoming events, inquiries, reports, and year-end reports. To provide this, we had to combine our Salesforce portal with the Salesforce NPSP package.
Since the flow was entirely different, we built a custom solution with NGO-specific modules and flow using our Salesforce NonProfit Portal.
Layered Sign-in Process
They needed a layered sign-in process with bifurcations such as new donors, existing donors, portal sign-up, sign-in, etc. Hence, we set their signup process in 4 layers so that when a user signs up, they are directed to the right page based on their previous interactions with the NGO.
Our client wanted a feature that would allow them to add custom tabs in the menu whenever and wherever required. So, we provided custom menu settings using which they can add and remove tabs.
In volunteer management, they needed custom features like a volunteer calendar, volunteer waiver form, and operations. Hence, we created a custom volunteer calendar in the portal. It will give them real-time updates about their volunteer activities and tasks. We also included a dynamic volunteer waiver form based on logged-in users and their application form status.
They were able to manage their volunteers and donors effectively. The respective people were able to track the activities and keep an eye on overall NGO operations. With a custom nonprofit portal, they were able to curb miscommunication and mismanagement.
Similarly, if you have any specific requirements, we can help you with custom portal development.
CRMJetty has years of experience in portal development. No matter how complex or unique your requirement is or whichever industry you belong to, we can develop a custom solution to help you streamline your business operations.
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