NON-PROFIT (NGO) – DONOR & PROGRAM MANAGEMENT
Increase donor retention, improve transparency, and scale impact using Salesforce Nonprofit Cloud solutions.
Business Context
A large non-profit organization managing multiple programs and campaigns struggled to maintain long-term donor relationships. While fundraising efforts were strong, donor data, volunteer information, and impact reporting were siloed, limiting personalization and transparency. The organization needed a platform that could connect donors, programs, and outcomes—and clearly demonstrate impact to stakeholders.
Core Challenges
Disconnected donor and campaign data
Generic outreach that failed to build long-term engagement
Limited visibility into program impact
Manual reporting for stakeholders and funders
IDRMS Solution Approach
IDRMS implemented a Salesforce Nonprofit Cloud ecosystem focused on engagement, transparency, and scalability.
Centralized donor, volunteer, and beneficiary data
Marketing Cloud–powered personalized donor journeys
Program Management Module (PMM) to track services and outcomes
Einstein Analytics dashboards for real-time fundraising and impact reporting
Measurable Results
60% increase in donor retention
35% growth in recurring donations
50% improvement in volunteer engagement
Transparent, real-time reporting for stakeholders
Why It Worked
Unified view of donors and programs
Personalized engagement instead of one-size-fits-all outreach
Data-backed storytelling for impact reporting
“IDRMS enabled us to build stronger donor relationships and deliver transparent impact reporting using Salesforce.”