Arvon

SALESFORCE FOR DONATION MANAGEMENT

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.

Close
Go top

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close