Cleaning for a Reason’s first step in solving this problem was to use Salesforce to help solve their CRM issues. To help them get started they turned to Dan Woodward, CEO of Urgensee, a nonprofit consulting firm and Salesforce partner. After helping Cleaning for a Reason set up Salesforce, Woodward recommended Click & Pledge to make the process completely streamlined.
“With Click & Pledge, the transactions are auto-created into Salesforce and then synced to QuickBooks automatically,” explains Woodward. “It is far easier to manage the recurring pledges—and declined charges—through Click & Pledge.” This integration is especially critical given the sheer volume of monthly recurring charges Cleaning for a Reason needs to process. With an integrated system, the staff time spent on processing 1,200 pledges monthly has been drastically reduced.
“The ability to have Click & Pledge integrated with Salesforce is critically important for us,” says Frankenfield. “It allows us to access one database to get all of our information. Now everything is very streamlined for us, and the reporting feature is absolutely incredible.”
One benefit of this streamlined process, Frankenfield notes, is the ease of contacting donors after a charge is declined. “We know immediately whether or not cards were declined, which allows us to act quickly,” Frankenfield explains. “This is incredibly helpful for us.” It is not uncommon for a donor to forget to update an expired or lost card, so these immediate notifications are crucial. Frankenfield and her staff are able to contact donors in a timely manner to update their information and maintain a good relationship.
Not only are the relationships maintained, but Cleaning for a Reason has saved time as a result of the Click & Pledge and Salesforce integration. Though she hasn’t tracked the exact savings, Frankenfield notes that with their newly freed up time, Cleaning for a Reason staff is now able to respond to the high volume of program inquiries from patients and the public while providing increased support to their maid service partners. This includes responding to general program questions, assisting with contacting patient(s), or determining how the maid services partners can promote their affiliation with Cleaning for A Reason within their community.
The time savings, Frankefield insists, are huge. “Time is money for a nonprofit. With a small organization, this is so helpful,” she says. “It really creates a high level of efficiency for us.”