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