Eigen X Case Study - Cookies For Kids' Cancer

Written By Joseph Lanzisera

Client Overview

Location: Califon, NY, USA

Employees: 25-50

Industry: Non Profit

Solution: Sales Cloud, NPSP, Active Campaign, Shopify, Classy, PandaFlow

Cookies for Kids’ Cancer is a national 501(c)3 non-profit and is committed to raising funds for research to develop new, improved, and less toxic treatments for pediatric cancer — the #1 disease killer of children in the U.S.

Challenge

  • Internal resources to manage Salesforce CRM and supporting applications​

  • Lack of data to track Donations, Affiliations and Contact Relationships​

  • Engagement with donors via email after donations​

  • Providing detail on different products purchased via storefront and Classy

Solution

  • Provide support to Cookies for Kids’ Cancer Salesforce Users​

  • Modify integration task within PandaFlow to update how donations are track via Shopify​

  • Setup email notifications and templates to notify contacts of donation receipt and “Thank-You” message​

  • Create reports to track Donations, Product Orders and different entitlements​

  • Create Salesforce Flows to manipulate data to format in reporting needs

Result

  • Cookies has the ability to create reports and perform bug fixes in a timely fashion.​

  • Reduced processing time and increased security on donation data.​

  • Ability to track different entitlements by product and donation.​

  • Automated “Thank-You” Messages post donation​

  • Automated Donation and Sales Process

Joseph Lanzisera
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