Client and business requirements

A UK-based prominent Non-profit organization was scrambling to manage the nonprofit's diverse components across multiple systems. They were in the need of a technology solution that could be seamlessly integrated into their business model and provide them a 360-degree view of their business partners, volunteers, and vendors via a centralized IT-System.

Intending to line up your Non-profit organization's internal and external process?

Position your NPO in the successful NPO’s list and make the cumbersome tasks comfortable and straightforward by associating with, Oaktree software, a competent Salesforce NPSP implementation partner holding the proficiency to transform your Non-profit experience!

The Obstacles in their Way

Running and managing a Non-profit organization effectively is a complex operation because multiple systems are used to manage various departments and business processes. Everything was done in a traditional way, with Outlook, SharePoint, and various fundraising systems. It was a troublesome task to manage the departments and processes that they were in charge of. The following were the major issues that the client was dealing with:

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Different departments used different types of data, and there was no single point of management to get a clear view.

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Work of NPO entails a lot of contracts, payments, donor information, and so on. However, because there was no single point of sensitive data storage, the management of such data lacked security.

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There is no centralized system in place to track information, making it difficult to make decisions based on information flow.

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There were a lot of approvals going on in the business, but no genuine automation was set up, which could have made it more efficient.

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The way the business was tracking the relationship was a very hectic job; the process required smart relationship tracking.

Our Smart Solution that rooted out the Blockers In their Road

We flawlessly implemented the Salesforce NPSP that has resulted in visible improvements in the complete management of the NPO – streamlined major business processes, enabled easy tracking of volunteer activities and contributions, boosted the community engagement, better campaign and event management, easy tracking of donors, donations, and grant programs; efficient reporting and analytics, quick data visualization with dashboards, automated workflows & processes, and centralized data management.

Travel Approval feature
  • Integrated the approval process capabilities. An approval process is an automated process that states the criteria that a record must meet before it can be submitted for approval. It defines the actions when a travel record is approved, rejected, recalled, or first submitted for approval
Procure to pay
  • Digitalized the organization’s procurement process with procure to pay solutions that enables the easy management of buying, approvals, compliance, payments, and suppliers on a global basis

Collaborate with the Best : Fortune's Esteemed Clients Chosen us

We are honored to be the chosen partner of Fortune's esteemed clients. Our reputation for excellence, coupled with our unwavering commitment to delivering exceptional results, sets us apart as the trusted ally in their pursuit of success.

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