The Well Christian Healing Centre is a not for profit organisation based in Leamington Spa, which provides healing prayer ministry, conferences, events and training, all of which are available to anyone.
Salesforce was a new system to The Well and the initial implementation needed to be scoped and then built. This needed to take into account various processes for managing existing donors and their households, managing a range of services and events they provide, a regular data import from other systems and migration of data from their legacy system. This was difficult to extract, with data from the same objects spread over multiple files. It required a high level of manipulation to prepare for import.
MailChimp was already being used as a standalone tool and this needed to be integrated into Salesforce.
The campaign object was re-purposed to manage the meeting rooms schedule, and the campaign members were the meeting attendees, making use if the prebuilt functionality in Salesforce
The MailChimp app from the App Exchange was installed and configured to track mail opens again the Contacts. Additional training on best practice and a written guide were provided.
The legacy system was retired, and the team were able to work a lot quicker and with greater transparency. Donation metrics were easier and clearer to report on. Both end-user and basic admin training were provided so the team could self-service on a day to day basis.