Delivering smarter fundraising, greater efficiency and better supporter insights with Salesforce
JDRF is an organisation dedicated to accelerating life-changing breakthroughs to cure, prevent and treat Type 1 Diabetes and its complications.
JDRF wanted to transform their database strategy in order to increase their social impact. In order to achieve this, the organisation implemented Salesforce as their new platform to drive three key areas of change.
Prior to implementing Salesforce, JDRF was using over 9 different data sources to comprise a view of their constituents. However, this problem is not unique to JDRF. For many organisations, data usually lives in different places: emails, spreadsheets, databases, or on paper. This data silo creates a barrier to gaining a complete picture of an organisation’s constituents, programs, and impact.
For JDRF, working across such a vast number of systems proved to be a barrier for user adoption and required regular staff training. The old system was clunky with poor navigation and UX. In addition to this, siloed data resulted in supporter engagement challenges.
Siloed data meant that we couldn’t talk to supporters appropriately. Understanding supporters’ lifetime contribution, or family contribution was labour intensive whilst basic tasks including unsubscribe/opt out was not integrated – it required third party data capture which then had to be manually uploaded.
A whole new world with Salesforce
Salesforce CRM and in particular Salesforce Nonprofit Success Pack has enabled JDRF to become a connected organisation where staff can collaborate on a single system. Data is centralised which gives employees the opportunity to connect with donors, volunteers and beneficiaries at scale. With a new, scalable platform, JDRF has a sophisticated way of displaying data to track campaign progress, understand their pipeline and focus their resources appropriately. In addition, the Salesforce app gives JDRF the ability to access data at their fingertips, on any advice, at any time.
JDRF joins over 46,000 nonprofits around the world who use Salesforce tools to help them manage and measure their mission.
NobleCX Results
NobleCX, worked with JDRF to provide a customised end-to-end implementation service that delivered impressive and quantifiable results.
Automation
By adopting Salesforce, JDRF introduced a number of new workflows – from email send outs to updating records and inputting data. Salesforce enabled JDRF to drive efficiencies by reducing the time and resources required to enter details of people newly diagnosed with Type 1 Diabetes.
- Reducing data input from 8 hours per week down to 1.5 hours a week
- No coding required which allows JDRF to manage future changes internally
Integration
Salesforce connects the entire organisation — supporters, staff, partners, and programs — all in one place, so that JDRF can deliver better programs and services, communicate more effectively, and raise more funds for life changing research.
By standardising on a single platform, JDRF is finally achieving the coveted 360-degree view of their organisation. This empowers them to work more effectively, create a greater impact, and connect with their constituents in a whole new way.
Insights
With access to dynamic reports, visualisations and dashboards, JDRF benefits from a real-time view of key metrics. Through the ability to display data in a sophisticated way and through a single platform, JDRF can easily fulfill their reporting requirements to both government and funders, to better demonstrate their impact to all of their supporters.
We implemented some key functionality to streamline many of the processes and integrations like finance, P2P fundraising as well as ongoing imports from 3rd party platforms like everydayhero. But one of the important tools that we wanted to show was the integration of the marketing tool (Pardot) and how the seamless integration can embed the data into the core of the marketing/fundraising campaigns.
Helen Barker, Project Manager
The solution at a glance
- Implementing Salesforce Sales Cloud with Nonprofit Success Pack (NPSP)
- Payment processor
- Major giving program
- Case Management
- Salesforce Community Cloud
- Salesforce Map
- Volunteer management
- SMS technology
- Integration with Xero
- Salesforce Pardot
About JDRF
Starting in the US in 1970, JDRF began in Australia in 1982 as a small group of parents who believed their children deserved better. Now, millions of people work with and support JDRF in over 20 countries. JDRF connects the best people in every discipline, industry and organisation with a single focus on destroying T1D. 40 years of investment in the best researchers has created an exciting pipeline from academic research through to clinical trials and therapies requiring approval and financial support for people to access them.
JDRF has transformed the understanding of Type 1 Diabetes (T1D). We have been part of every breakthrough in T1D care in the last 40 years. JDRF drives innovation, demands action and stands with everyone facing life with T1D. JDRF knows research is the key to destroy T1D.
JDRF works to improve the lives of those affected by Type 1 Diabetes in three ways.