A nonprofit organization faced challenges in expanding its development strategy and leveraging relationships to grow its donor base. They partnered with LW&H Workflow Strategies to standardize workflows and implement a solution that would help them achieve their ambitious growth goals.

The client struggled to manage multiple processes across communications, events, opportunities, and donor tracking. Their funding relied heavily on sponsors, grants, and individual donors, but they lacked a system to track revenue sources or donor engagement. Multiple team members were contacting donors without a unified strategy, resulting in missed opportunities and inconsistent messaging.

Although the organization had a CRM system, it was underutilized due to a lack of proper training. Without standardized processes, they were unable to identify cross- and up-sell opportunities or develop an insight-driven donor strategy. To meet their goal of doubling revenue, they needed a user-friendly donor management system, streamlined workflows, and actionable insights to optimize donor relationships.

LW&H Workflow Strategies began by conducting a comprehensive workflow assessment to identify pain points and opportunities for improvement. Based on the findings, the team transitioned the client from their fee-based CRM to Salesforce Nonprofit Cloud, which offers tailored tools for nonprofits and is free for up to 10 users.

The LW&H team ensured a seamless migration of all data to Salesforce without disrupting daily operations. They customized the platform to align with the nonprofit’s updated workflows and provided hands-on training to staff for effective utilization. As the organization expanded, LW&H incorporated new staff and services into the system, integrating additional tools to further enhance workflow efficiency.