CASE STUDY · Fundraising and Donor Management
Akshaya Patra
Industry
Fundraising and Donor Management
Client
Akshaya Patra
Integration
Salesforce
Products Used
Sales Cloud, NPS Package, Marketing Cloud
The Akshaya Patra Foundation is an independent charitable trust registered under the Indian Trusts Act 1882 (Reg. No. 154). We endeavor to implement the Government of India’s PM POSHAN Initiative (formerly the Mid-Day Meal Scheme) to solve at scale the overarching societal issues of classroom hunger and malnutrition in the country.
01
The Brief
8 challenges
Capturing, tracking, and updating client details is a manual and time-consuming process.
The existing system had limited automation capabilities.
Data regarding donations were recorded in spreadsheets, as well as in the current system without any consistency.
Tracking Donor relationships had been difficult.
Availability of limited reporting in the current system.
Migration was done away from the current system and into Salesforce’s NPSP.
Limited Storage for Donation Receipts.
Unable to generate annual receipts for donors for the fiscal year.
02
The Approach
Solution
Tracking and progress of opportunity.
Maintain detailed information of the customer.
Implemented OneDrive for storing receipts.
Created several templates for donation receipts based on different campaigns.
Implemented Batch Processing for Annual receipts.
Developed a dynamic template for signature on donation receipts.
Donations are automatically linked to the Account record based on the Email ID.
Implemented Outlook Integration sync to enable synchronization of emails and calendars.
03
Stack & Tools
04
Impact
No longer need to spend time creating donation receipts.
Send the receipts automatically to the Donors.
Send Annual receipts automatically at the end of each fiscal year.
Easy to maintain Opportunity, existing Donors and Receipts into the system.
Reduced delays in sending the Donation Receipts.
Real Time Email Tracking.
Simplified Task and Event Management.
Ensure the relevance of data.
Better visibility into reports and dashboard for management.
