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The Challenge

Smile Train’s existing Donor Management solution was quickly becoming outdated, required a lot of manual processes from the internal operations team, and lacked the ability to see donor behavior holistically.

The organization was looking for a scalable solution that better connected their digital ecosystem – CMS, CRM and donor-facing tools – to form a more robust fundraising platform.

Goal Setting

  1. Create a more connected digital ecosystem
  2. Develop a more robust fundraising platform
  3. Gain insights into donor behavior holistically

The Approach

We started by doing a deep dive discovery into the people, processes and products that were involved in the existing donation management landscape. The thought process was, by gaining a thorough understanding how data flows and integrates within the prospect and donor management systems - we could devise a solution for the SmileTream team to have a 360 degree view of the constituent.

With a vision established, the next step was define a solution that best fir – and Icreon recommended using SalesForce NPSP, a solution specifically designed for Non-Profits, as the foundation of the solution. With NPSP taking care of donor and donation basics, additional features would be developed and integrated into the system to further automate the day-to-day processes.

The Solution

The end result was an all-encompassing solution that seamlessly integrates multiple software (Drupal and Salesforce) into a single platform to provide more transparency on donations for both internal operations teams and external facing donors.

Additionally, the solution leverages the power of social networks by encouraging peer-to-peer fundraising. Donors can setup personalized fundraising campaigns and receive donations from their network of friends and family.

1. Salesforce
2. Drupal

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