A national dementia care organisation required a reliable system to manage online donations and ensure accurate data capture. The implementation focused on improving integration, enhancing data accuracy, and ensuring consistent donation tracking.
BUSINESS CHALLENGE
The organisation faced issues with its payment integration, where donations were not consistently captured within the system. Existing implementation gaps and lack of best practices led to data inconsistencies and reduced visibility into donation activity.
SOLUTION DELIVERED
A detailed analysis was conducted to identify issues within the existing integration. The system was restructured to ensure that all donation data from the payment platform was captured accurately and linked to relevant records.
Enhancements were implemented to improve error handling, data flow reliability, and overall system performance. The solution was also designed to be maintainable and easy for internal teams to manage.
KEY BUSINESS CAPABILITIES ENABLED
- Accurate capture of donation data from payment platforms
- Improved integration between payment systems and CRM
- Enhanced error handling and system reliability
- Centralised tracking of donation activities
- Improved maintainability and system transparency
OUTCOME
- Improved accuracy and consistency of donation data
- Increased confidence in handling higher donation volumes
- Reduced risk of data loss or integration errors
- Enhanced visibility into fundraising performance
- More reliable and scalable integration setup
SALESFORCE SOLUTION
- Salesforce Sales Cloud
- Payment integration and data automation
