Raising Futures Kenya
Salesforce for Nonprofits configuration and training
Project overview
Raising Futures Kenya sought to transition from eTapestry to Salesforce Non-Profit to streamline their donor management processes and reduce ongoing costs. The migration required a full system setup, data migration, and team training to ensure a smooth and effective transition.
How we approached it
Assess
We began by conducting a thorough assessment of Raising Futures Kenya’s existing CRM setup to understand their donor journey, operational needs, and any data complexities.
This involved securing the non-profit Salesforce license and performing a detailed data audit of their eTapestry system. We identified areas where data needed to be cleaned or restructured before migration to avoid duplication and inaccuracies in the new system.
Plan
With the insights from the assessment, we designed a custom configuration plan tailored to Raising Futures Kenya’s donor management goals. This included:
- Setting up Salesforce to support the organisation’s workflows, ensuring the system aligned with their day-to-day operations.
- Creating a structured data migration process to transfer all donor, donation, and engagement records seamlessly.
- Developing a training schedule to ensure the team could confidently navigate Salesforce and manage future updates independently.
Implement
We began by conducting a thorough assessment of Raising Futures Kenya’s existing CRM setup to understand their donor journey, operational needs, and any data complexities.
This involved securing the non-profit Salesforce license and performing a detailed data audit of their eTapestry system. We identified areas where data needed to be cleaned or restructured before migration to avoid duplication and inaccuracies in the new system.
Succeed
Our support ensured Raising Futures Kenya’s transition to Salesforce was smooth and effective, resulting in a more powerful and cost-efficient system.
The team is now equipped with the tools and knowledge to manage donor relationships, improve reporting, and adapt their system as their needs evolve.
Feedback
“Paula managed the arduous task of migrating our CRM from eTapestry to Salesforce Non-Profit. She oversaw the entire process from requesting the non-profit license, exporting our data from our old database, cleaning the data, customising the Salesforce instance for the exact requirements and uses we wanted it for and finally running several training sessions to enable our small team to not only learn how to use it but how to make future customisations if we wanted.
Without a doubt, it has made it far easier for us to manage our donor journey and has saved us a huge amount of money as we no longer need to pay for a CRM, which is all thanks to Paula as we’d never have been able to do it without her skills, patience, and attention to detail!”
– Kirsty Erridge, UK Director at Raising Futures Kenya