Our team member Nick Hara kicked off the data-exploration effort by extracting the raw JSON file using Alteryx and Excel. The steps to create this viz are as easy as 1-2-3: Reference Materials Toggle sub-navigation.Teams and Organizations Toggle sub-navigation.If we didn’t have Salesforce, we wouldn’t be able to communicate with our donors and supporters in a way that genuinely resonates with them. Salesforce enables us to send out bespoke and segmented communications to our supporters – it’s a much more personalised approach in response to our supporters needs and preferences. As The Passage can now clearly see all their supporter data they can improve their donor journeys and stewardship experience.Įmma also said “It’s a big step forward for us to now have a way of being able to personalise and customise a supporter’s experience they are at the heart of everything we do and we want them to know the impact they are making as without them, we would not be able to carry out our vital work for people who are homeless. That information now tracks directly through to our database and it means that we can start to engage with that supporter”. “One of the big changes and improvements that we now have is a seamless flow of information from when a supporter clicks on our website and decides they want to get involved. What impact would Salesforce have on your organisation? Emma shares the impact from her view as Director of Income Generation and Communications: Janaid was able to give us different options, and information which enabled us to make clear decisions on what was right for our organisation in terms of budget, time frame, resource and most importantly the impacts the tech would have” We found that involving our own team from day one was brilliant as it really got under the bonnet of the organisation and what we needed. We loved working with people who had worked in the nonprofit space themselves, who understood our challenges and could give us tangible and clear ideas of how we can use Salesforce. “Working with Cirrico, especially Janaid, was super! He became one of the team. What the implementation process was like, hear from Emma Noble Director of Income Generation and Communication: The team at Cirrico ran a Define and Plan session with The Passage to learn more about the way they wanted to create more impact, what was important to them in terms of different users in the organisation getting what they needed from the technology implemented, and also what their pain points were in terms of where people tended to spend most of their time trying to use technology to enable their work.Ĭirrico implimented Non- Profit Success Pack, and Accounting Sub-ledger to bring all of The Passage’s visions to life for creating a joined up, inspiring donor experience. They hoped that this would provide them with a better view of their supporter base and that this would significantly benefit the fundraising team. They knew that in order to improve the experience of their supporters as well as to create efficiencies, they needed a technology solution that would provide them with a platform where all of their data is in one place. For all other areas of income generation, they were using spreadsheets and offline solutions which were time consuming and not shared centrally. A secure and reliable system to hold data in one place in the cloud to save them time and enable remote working of all of the data being held on one online system.īefore working with Cirrico, The Passage was using an older model of Salesforce to record interactions with their individual supporters.A long term solution that would provide them with a much better view of their supporters data and information.They wanted a solution that would have a transformational impact on the organisation.When Cirrico started working with The Passage we understood that there were a few key areas that were important to them We run a modern Resource Centre in Victoria, three residential and resettlement projects, outreach and health services, homelessness prevention schemes and a pioneering modern slavery referral programme. We are guided by our Vincentian values and offer our clients the resources and solutions to end their homelessness for good, including routes to employment, benefits and accommodation. For the past 40 years, The Passage has been based in the heart of Westminster, providing practical support and a wide range of services to help transform the lives of people who are street homeless.
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