ABLE and LAWO: Complex Grants Management
Abby Hayes Abby Hayes

ABLE and LAWO: Complex Grants Management

REQUIREMENTS

  • Create consistency in a complicated, multi-team approval process for grant applications

  • Maintain a single source of truth for funder communications

  • Add accountability for grant report reminders and more

SOLUTIONS

  • Add customizations to NPSP’s grants

  • Create screen flows and automations to ensure grant applications have all necessary documentation and sign offs

  • Automate reminders for various team members to turn in grant-related deliverables

  • Create custom dashboards and reports for high-level and detailed grant tracking for both executive leadership and the grants team

  • Implement Inbox for automated tracking of emails to funders

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TABS: Salesforce-to-Wordpress Sync

TABS: Salesforce-to-Wordpress Sync

REQUIREMENTS

  • Give TABS member schools a way to update their school profiles via Experience Cloud, and have those profiles flow to the Wordpress website.

SOLUTION

  • Custom Object & Fields

  • Data Migration

  • Multiple Salesforce Flows

  • Integration with automation tool, Zapier, and Object Sync Wordpress Plugin for Web Sync

  • Custom Interface on Salesforce Community

  • Training & Effective Communication

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IPS Foundation: Streamlined Donor Management
Nonprofit Abby Hayes Nonprofit Abby Hayes

IPS Foundation: Streamlined Donor Management

REQUIREMENTS

  • Transition from an old, underused database with messy data to a streamlined CRM where donor data could be managed appropriately alongside a custom outbound grants system.

SOLUTIONS

  • Implement Nonprofit Success Pack

  • Cleanse and move legacy data into Salesforce

  • Connect a payment processor to Salesforce and create a giving page

  • Create an automation to manage outbound funds in the form of microgrants

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VCU College of Health Professions: Connect with Prospects
Education, Events Management, Pardot Amy Rowe Education, Events Management, Pardot Amy Rowe

VCU College of Health Professions: Connect with Prospects

REQUIREMENTS

  • Give the small-but-mighty College of Health Professions team the tools they need to communicate with interested students, keep track of event attendance, and progressively gather information on recruits.

SOLUTIONS

  • Implement Pardot with progressive forms to colllect information over time on recruits.

  • Create segmentation lists to allow the team to easily target email communication

  • Add a custom event sign up form to allow recruits to sign up for specific events — and to give the CHP team the data on who had attended which events

  • Train the team to be able to manage their own CRM

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DayStar Childcare: Comprehensive Student Management
Education, Automations Abby Hayes Education, Automations Abby Hayes

DayStar Childcare: Comprehensive Student Management

REQUIREMENTS

  • DayStar Childcare and Infant Learning Center needed a new database to manage student enrollment, teacher trainings, and more. They wanted a comprehensive solution to allow parents to automatically update information and to be able to report on student enrollment and demographics as well as their own case management services to families.

SOLUTIONS

  • Customized Education Cloud to use K-12 structure but modify it for a daycare center.

  • Custom enrollment forms via Flow and Dropbox Sign so enrollment information would flow directly into the database

  • Custom tuition tiering automations to assign families to a tier based on criteria and then assign tuition rates based on tier

  • Custom fields and reports to keep track of teacher training dates for recurring trainings

  • Staff training on enrollment processes, report pulls, etc.

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