Wings for Life Nonprofit Cloud Client Story

Client: Wings for Life

TECHNOLOGY

Salesforce Nonprofit Cloud
Salesforce Sales Cloud

ABOUT CLIENT

Wings for Life is a non-profit foundation that funds global scientific research and clinical trials to find a cure for spinal cord injuries.

NEED

Wings for Life wanted a consistent, documented process for managing donations from its many giving channels in Salesforce, so it could report on donors with confidence in both Salesforce and QuickBooks.

APPROACH

CloudMasonry built Wings for Life a Donor Data Playbook covering every donation source, giving the team a single standardized process.

Specified exactly how each donation source is imported into Salesforce.
Defined how each import is verified for accuracy.
Set out how donation data reconciles against QuickBooks.
Assigned clear ownership for each step of the process.

OUTCOME

Wings for Life has one documented Donor Data Playbook with clear ownership at every step, reliable reconciliation between Salesforce and QuickBooks, and donor reporting it can act on.

One documented Donor Data Playbook covering every giving channel.

Clear ownership at every step of donation import and verification.
Reliable reconciliation between Salesforce and QuickBooks.
Donor reporting the organization can trust and act on.

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