Salesforce Nonprofit Case Study NPSP with Campaign Monitor Marketing Automation – Platform migration project for LoveYourBrain Foundation
Salesforce Nonprofit Case Study
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.
“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
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.“
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.
HOW DID YOU LIKE WORKING WITH CLOUDANALYSTS?
“We highly recommend CloudAnalysts to other Nonprofits.”
“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.”
“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.”
Overall, we loved working with them and highly recommend them!
EXCELLENT PROJECT MANAGEMENT
“They managed the project in time and under budget, also allowing us to work at our own pace.
Working across different time zones was easy with them.
They understand the US market needs very well and we found them to be very flexible as consultants.
I’m also grateful for their on-the-job Salesforce training.”