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Case Studies

Automating Membership Renewals with MACDC

By | Case Studies, Client Spotlight, Member Management, Nonprofit Management

Solving a Common Nonprofit Pain Point with Salesforce

Massachusetts Association of Community Development Corporations (MACDC) is a statewide association that supports the work of their 88 members through advocacy, capacity building trainings, technical assistance, and work that strengthens the entire sector. MACDC takes on an ambitious amount of work for a relatively lean staff. 501Partners worked with MACDC to implement Salesforce and automate membership renewals to give staff more time to focus on impact.

Prior to working with 501Partners, MACDC prepared membership renewal notices manually and sent them through the mail. Preparing these mailings was laborious and time intensive, as was tracking who had paid/not paid and sending out reminder invoices.

We helped MACDC create a solution using the automations of Salesforce, augmented with two additional apps: FormAssembly and WebMerge. FormAssembly is an online form tool that can bring information directly into Salesforce with its sophisticated integration.  WebMerge is a mail-merging tool that can be used to pull Salesforce data into any kind of format—PDF, Word Document, Excel, PPT, etc.

The Result:  MACDC now uses Salesforce to quickly send invoices, reminders, and easily report on what dues are collected and what renewals are still pending.

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Client Spotlight: Parenting Journey

By | Case Management, Case Studies

We recently spoke with one of our clients, Parenting Journey, to find out how Salesforce and 501Partners have served as a winning solution for their needs. Parenting Journey is a Somerville, MA-based non-profit with the mission of “helping parents build stronger families by developing the inner strengths, life skills, and networks of resources they need to succeed.” They have been a 501Partners client for the past eight months and aspects of the project have ranged from data migration to customized reporting.

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