Implementing Salesforce NPSP & NPC for a Non-Profit
Industries
Nonprofit
Services
Salesforce NPSP & NPC Implementation, Automated Client Assessments
Tools We used
Salesforce Nonprofit Success Pack (NPSP), Salesforce Nonprofit Cloud (NPC), Salesforce Flow, Einstein AI for nonprofits, Apex
Challenges We Faced
- Inefficient Client Assessments – Manual assessments were time-consuming, leading to delays in developing business action plans.
- Disconnected Partner Matching Process – The nonprofit struggled with linking small business owners and nonprofit leaders to the right support partners.
- Heavy Administrative Workload – Manual data tracking and relationship management led to inefficiencies and increased staff effort.
The nonprofit needed a scalable CRM solution to automate processes, enhance partner matching, and improve decision-making.
WhizzBridge’s Solution
- Implemented a Custom Salesforce CRM – Integrated Salesforce NPSP & NPC to streamline client assessments and optimize operations.
- Automated Workflows & Data Tracking – Reduced manual effort by 50% with workflow automation and relationship tracking triggers.
- Enhanced Partner Matching – Leveraged AI-powered insights to increase successful referrals by 20%.
- Secure Role-Based Access Control – Configured structured permissions and data protection for seamless collaboration.
Results We Achieved
- 35% Faster Client Assessments – Automated workflows significantly reduced processing time.
- 20% Increase in Successful Referrals – Improved partner matching led to better connections and impact.
- 50% Reduction in Manual Work – Automated tracking and relationship management minimized administrative tasks.
The nonprofit now operates more efficiently with automated workflows, AI-driven insights, and improved partner collaboration.
