Case Study: Streamlining Donations for Boston Harbor Now
Boston Harbor Now, a non-profit dedicated to revitalizing and protecting Boston Harbor, relied on two separate platforms for managing donations: Salesforce for donor relationship management and Classy for processing online donations. They needed a seamless integration between their website donation pages (powered by Classy) and their Salesforce platform.
Gray Wizard Labs, in partnership with Empower Consulting, stepped in to address this challenge. Leveraging their expertise in Salesforce and non-profit technology solutions, the team designed and implemented a robust integration between Classy and Salesforce. This integration automated the flow of donation data, ensuring that every online donation processed through Classy was automatically recorded in Salesforce.
The project involved:
Requirements Gathering: Gray Wizard Labs and Empower Consulting teams worked closely with Boston Harbor Now to understand their specific needs and workflows. This included detailed discussions with Jess Garcia, Development Coordinator at Boston Harbor Now, and other key stakeholders.
Solution Design: Based on the gathered requirements, the team designed a custom integration solution that seamlessly connected Classy and Salesforce. This involved mapping data fields between the two platforms and configuring the integration to handle various donation scenarios.
Development and Testing: The integration was carefully developed and rigorously tested to ensure data accuracy and reliability. The team worked closely with Boston Harbor Now throughout the testing process, addressing any issues promptly.
Deployment and Training: Once the integration was thoroughly tested, it was deployed to Boston Harbor Now's production environment. The team also provided comprehensive training to Boston Harbor Now staff on how to use the integrated system.
The integration has significantly improved Boston Harbor Now's donation management process, resulting in:
Increased Efficiency: Automation eliminated the need for manual data entry, saving staff valuable time and resources.
Improved Data Accuracy: The automated data flow minimized the risk of human error, ensuring accurate and consistent donation records.
Enhanced Donor Insights: The integrated system provides a comprehensive view of donor activity, enabling Boston Harbor Now to better understand their donors and personalize their communications.
Streamlined Reporting: With all donation data centralized in Salesforce, generating reports and analyzing donation trends became significantly easier.
“Working with Fil and Grey Wizard Labs was a terrific and informative experience. The team was receptive to our needs and concerns, they are excellent thought partners who anticipated challenges and provided solutions. I look forward to working with them again.”
This successful engagement demonstrates the value of strategic technology partnerships for non-profit organizations. By integrating Classy and Salesforce, Gray Wizard Labs and Empower Consulting helped Boston Harbor Now streamline their donation management processes, improve data accuracy, and ultimately better serve their mission of protecting and revitalizing Boston Harbor. This case study highlights the power of technology to empower non-profits to achieve their goals.