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.

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