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.