Case Study: Cludo Delivers Fundraising Consolidation For National Charity

Cludo’s client is an Australian national charity dedicated to helping those affected by cancer to survive and live a better quality of life. The charity runs a number of signature fundraising campaigns annually which account for the bulk of the organisation’s activity and income.

The organisation’s fundraising efforts and efficiency were hampered by disparate CRM systems which siloed  supporter engagement across major campaigns and fundraising initiatives. To better support fundraising and to create organisational efficiencies, the charity made a strategic decision to centralise all prospect and supporter data into their Salesforce CRM and run all campaigns and engagement from this single source of truth. 

Cludo was engaged to plan, design, setup and deliver the migration of data and associated business rules and workflows from a legacy Microsoft Dynamics CRM into Salesforce. The migration covered over 4 million supporter records and spanned Contacts, Campaigns, Activity, Registrations, Orders, Payments and Receipting Management, all supported by associated workflow rules. A feature of the solution design and the resultant configurational changes to the Salesforce solution gave the charity, for the first time, the ability to understand their relationship and engagement with supporters across all donation types and campaigns.

Further extending the solution was the work undertaken by Cludo the implement Salesforce Marketing Cloud and migrate, using a lift-and-shift approach, over 50 existing journeys for capturing and converting new leads and nurturing existing supporters from a legacy marketing automation application. 

By leveraging the Salesforce platform and its single source of data for its members, patients and charitable givers, the charity now enjoys increased efficiencies through its marketing automation capabilities and delivers a consistent and highly personalised cross channel experience to all its supporters.