Salesforce nonprofit case study – LoveYourBrain’s marketing automation platform migration

Salesforce Nonprofit Case Study 

OUR CLIENT

LoveYourBrain – a Brain health nonprofit organisation

The LoveYourBrain Foundation is a US non-profit organisation that improves the quality of life of people affected by traumatic brain injury and raises awareness about the importance of brain health.

THEIR SERVICE CHALLENGE

Its software setup was not working as intended: hindering communication, segmentation, internal efficiency and other issues.

Most notably, its “Marketing Communications Engine” involved 5 different databases and data input sources. This affected the accuracy of its marketing segments and consent management – two important issues to resolve to build the brand, create excellent constituent engagement and email in a legally compliant manner.

SALESFORCE PARTNER SELECTION

LoveYourBrain was looking for a seasoned marketing automation consulting partner who had experience with Salesforce NPSP, the Beaufort 12 integration of Campaign Monitor for Salesforce, marketing automation platform migrations – plus had a good dose of marketing knowhow.

WHY CLOUDANALYSTS

“CloudAnalysts stood out among Salesforce partners; they’re the only ones who are experts in Campaign Monitor and Salesforce.

They are unique in that they are marketing professionals, not just technologists, who worked with us to build communication plans that convert.”

— Alyssa T, Manager of Systems

LoveYourBrain Foundation

OUR BRIEF

The client asked CloudAnalysts to assess how best to resolve their issues.

Working with LoveYourBrain’s IT/Marketing team, it was decided that the simplest and best way forward was to bring all its constituents’ communication onto one of its platforms, Campaign Monitor.

We advised and supported the migration and segmentation project, offering advice, Salesforce configuration support and best practices.

E.g. As Campaign Monitor and the Beaufort 12 Connector both charge on a subscriber count, the proposed setup would keep the Campaign Monitor’s subscriber count as low as possible, while maintaining data accuracy.

SOME OF THE CHALLENGES

The project also involved:

• Form standardisation
• Salesforce re-configuration for form data retrieval
• Database cleansing and migration communication with constituents
• Dataloader to build consistency on existing Salesforce records
• Introduction of a naming convention
• Streamline business processes

• Development of a publications and audiences matrix
• Resolving syncing issues between Campaign Monitor and Salesforce
• Developing list segmentation and opt-out mechanisms,
• and more.

“Our US Nonprofit organization, LoveYourBrain Foundation, had too many marketing automation platforms and tools working in tandem.“

RESULTS

LoveYourBrain can now:

• send timely, relevant & consented email marketing communications,
• using segmentation,
• with consolidated,
• and properly synchronised databases.

• And save on platform costs.

To better realise its mission.

“We highly recommend CloudAnalysts to other Nonprofits.”

PERFECT FOUNDATION

“The new technical setup and audience-based marketing framework by CloudAnalysts offers the perfect foundation for our marketing & communications in the years to come.

We’re thrilled with their expertise, as well as their customer service/personable nature during the engagement to make this project fit our requirements.”

SMOOTH MIGRATION

“CloudAnalysts helped us effortlessly through the process of migration and streamlining, providing us with their expertise in Salesforce, the Beaufort12 connector ‘Campaign Monitor for Salesforce’, various marketing automation platforms, and marketing best practices to help us build our mission.”

“A big thank you from all of us at LoveYourBrain!”