Fundraising news, ideas and inspiration for professional charity fundraisers

CRMs: Concern Mental Health’s use of Nonprofit Cloud

CRMs: Concern Mental Health’s use of Nonprofit Cloud

John Slater, Concern Mental Health’s Associate Director of Infrastructure, IT and Informatics, talks about how the charity is using ’s tools.
Speaking at December’s Dreamforce event, Slater said that the charity uses a range of Salesforce products, in particular Service Cloud, which helps provide “a single source of truth on clients and other constituents”. It also uses Tableau (acquired by Salesforce in 2019) in Experience Cloud, Salesforce’s Digital Experience Platform built on Customer360.

The mental health and wellbeing charity has about 326,000 records which they ran through analytics and developed dashboards to help provide essential insight. For example, it helped them understand whether referrals were coming in at the same rate as before COVID-19 struck. These insights helped it increase the number of people it was reaching. By providing access to self-help resources and facilitating online meetings with health practitioners (Experience Cloud was formally called Community Cloud), it can now provide almost live data to its stakeholders which was not possible before.
Slater adds that Tableau CRM now enables the charity to stream multiple forms of data into one place, such as its telephony data and Service Cloud case data. It has also migrated legacy system information into Tableau CRM.

Overall Slater said that working with Salesforce.org has produced an “absolutely huge shift for us”.

 

Howard Lake is a digital fundraising entrepreneur. Publisher of UK Fundraising, the world's first web resource for professional fundraisers, since 1994. Trainer and consultant in digital fundraising. Founder of Fundraising Camp and co-founder of GoodJobs.org.uk. Research massive growth in giving.

Get free email updates

Keep up to date with fundraising news, ideas and inspiration with a weekly or daily email. [Privacy]

* We do not share your email or personal details.
" />