Skilled volunteers will assist Matthews HELP Center in implementing Salesforce optimizations to support better management of their volunteer and donor data.
Matthews HELP Center (MHC) brings communities together to help neighbors in crisis by providing a bridge of short-term assistance for life essentials including food, clothing, shelter and transportation. MHC’s primary clients are families and individuals whose financial resources are being strained to the breaking point by unforeseen circumstances. They are proud to say they are supported through the generosity of individuals, families, foundations, area churches, businesses, and proceeds from their own Thrift Boutique.
In 2016, MHC partnered with Apparo and Centric Consulting to implement Salesforce for tracking their Social Work. MHC is now using out-of-the-box Salesforce plugins to track volunteers and donors. They would like to integrate their finance and fundraising accounts with Salesforce to streamline their data management. Currently, the HELP Center has over 170 weekly volunteers as well as over one thousand donors that they would like to better track and report data on in their Salesforce environment.
Apparo matched a team of skilled volunteers from Centric Consulting with Matthews HELP Center to support them in optimizing their use of Salesforce to improve their efforts in managing, tracking, and reporting data around their donors and volunteers. Centric skilled volunteers will first conduct a current state assessment of their technology use, including documenting current processes, identifying pain points, and areas for improvement. Volunteers will then provide a document outlining the requirements needed based on findings from the assessment. Finally, the volunteer team will support MHC in implementing Salesforce integrations and customizations that will enhance the management of important constituent data.
The anticipated outcome of this project is to implement additional configurations in Salesforce based on business requirements for managing donors and volunteers. Making these improvements will positively impact database management processes, as Salesforce is MHC’s central portal for managing data, metrics, and reporting. Apparo anticipates expanded operating efficiencies organization-wide, increased staff capacity, enhanced abilities to manage donors and volunteers, and improved reporting capabilities.
- Volunteer Team: Centric Consulting
- Jennifer Elliott
- Lukas Suders
- Glenda Earnhardt
- Amy McConnell
- Nonprofit Team: Matthews HELP Center
- Sandra Conway
- Susan Ross
- Change Agent:
- Nicole Brown, Ally