One of the largest non-profit humanitarian organizations in the United States wanted to overcome limitations in donor profile matching, unification, and segmentation, so they reached out to us for expert consultation and implementation services.
01
Consultation
02
Implementation
The client was struggling to execute their operational workflows efficiently due to their
outdated system which had its own set of limitations. They wanted to improve their donor
matching beyond current MDM capabilities using advanced matchlogic and cut short the
tedious manual effort, spent on donor unification and correcting over-merge scenarios. Most
importantly, they were keen to utilize history to predict and segment likely donors and
generate timely and personalized Asks for episodic events.
We implemented Salesforce Data Cloud solution and conducted deep data profiling to tailor
unification and predictive models. Our solution helped them standardize and cleanse data to
enhance fuzzy match accuracy and generate predictive donor propensity to segment donors.
Not just that, we also integrated Data Cloud with Teradata and Salesforce CRM using MuleSoft
to enable real-time data flow across core fundraising systems.
