We worked with Arvon to transfer their Fundraising and Fund management processes to Salesforce.
Using Asperato, the Fundraising processes managing Donations, Automated Transactions, and Gift Aid Eligibility were re-created in Salesforce.
All existing donor information was migrated into the Salesforce system – with additional automation to flag opportunities where Gift-Aid had not been claimed or contained errors.
To manage donor communications, a series of email templates were created – automating the responses for new and pre-exisitng donors.
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