Case Study: Advancing Humanitarian Impact Through Salesforce Innovation

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Client Background

A global humanitarian organization operating in more than 55 countries sought to strengthen internal processes to better prevent, detect, and treat hunger and malnutrition, while supporting communities in building long-term resilience.

The organization delivers large-scale nutrition, health, water and sanitation, food security, and emergency response programs that are funded through diverse channels, including fundraising campaigns, individual and corporate giving, global partnerships, and advocacy efforts.

They have helped reduce the world’s proportion of undernourished people by half, with significant impact in regions such as Somalia, South Sudan, Haiti, and Zambia for more than 30 years.

The Situation

The organization’s fragmented marketing, customer relations management (CRM), and fundraising systems limited visibility into constituent data and hindered cross‑team collaboration. Inefficient and redundant workflows slowed operations, while manual communication processes impeded donor engagement at scale. 

Constrained reporting and analytics impacted performance monitoring and slowed data‑driven decisions. The organization needed integrated, streamlined, and insight‑driven technology at its foundation.

The Solution & Results

The solution centered on consolidating marketing, CRM, and fundraising into Salesforce Nonprofit Cloud for one ecosystem of constituent data. The organization gained visibility through upstream and downstream integrations, enabling teams to work collaboratively and efficiently. Analyzing and realigning workflows helped to eliminate redundancy and improve processes.

 

Automating communication journeys allowed for deepened engagement and personalized outreach at scale. Introducing comprehensive reporting and analytics capabilities enabled staff to proactively monitor fundraising operations for faster, data‑driven decisions.

Business Outcomes

The transformation delivered clear and measurable results.

  • 5% revenue growth in the first year
  • Approximately one full-time equivalent (FTE) of administrative time eliminated
  • 20% increase in constituent engagement across key communication channels

The result was to consolidate into a Salesforce‑driven system as the single source of truth for constituent data across the organization’s donor ecosystem to drive workforce efficiency and sustainable growth while strengthening mission delivery.

The organization is on Salesforce Service Cloud for support with features such as the donor portal, gift entry tool, and other processes, including crypto gifts. Other engagements include fundraising systems, digital marketing, donor management, special events, and major gifts.’

We’re Here to Help

For more information on how Salesforce can help your organization to activate data for achieving strategic goals, please contact your firm professional.

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