Breaking Down The Silos
Breaking Down The Silos
NFI equips fathers to engage their children. Through community-based, corrections, military, and state and local government agency programs, NFI trains men to be better dads. NFI’s skill-building curricula and staff training form the foundation of fatherhood and family programs across the nation. Through these resources, NFI transforms children’s lives by increasing the proportion growing up with involved, responsible and committed fathers.
The sale of training and other resources generates much of NFI’s revenue. But for many years, this financial picture was spotty. To track sales, staff used Sage CRM, which connected to the accounting system, but not to the online store. Development staff used The Raiser’s Edge to track donors and giving. Both gifts and sales had to be manually entered into their respective systems. As a result, financial reports were incomplete and could be inaccurate. The systems even slowed down NFI’s service to its partners—that is, until NFI took the leap to a fully integrated CRM.
NFI needed a CRM built to meet staff’s needs, rather than spending time on workarounds to accommodate the siloed systems. They needed to greatly simplify their daily tasks, while improving the accuracy of reporting on both donations and sales.
A 15-minute process to generate quotes now takes just 3 minutes
Salesforce, Conga and BigCommerce integrated into one system
Salesforce now serves as NFI’s hub of activity
NFI quotes working their way through the pipeline
KELL Partners laid the groundwork for NFI’s new system by installing Salesforce Enterprise. This allowed NFI to leverage Salesforce’s standard sales features to manage everything from pricing to forecasts. For the fundraising side of things, KELL integrated a donation and grant-tracking component. For generating quotes and invoices, KELL installed Conga Composer. And finally, KELL customized an integration between Salesforce and BigCommerce, NFI’s existing e-commerce platform. This integration served to synchronize customers, products and sales. As a result, all the data ended up in one accessible place.
Salesforce now serves as NFI’s hub of activity. It’s where all leads, customer accounts and sales data are stored and analyzed. And since all the add-on systems are now integrated, NFI finally has a complete picture of its transactions. This 360-degree view empowers NFI to more efficiently deliver a higher volume of sales to a greater number of program partners—with a significantly improved customer experience. Staff can run valuable reports, such as monthly revenue by customer type, and feel confident about the data.
Accurate reporting on current revenue is one thing. But Salesforce is even helping NFI to tell the future. The newly integrated system allows NFI to see the amount of quotes working their way through the pipeline. That financial insight is extremely valuable for assessing the organization’s stability and making decisions about strategy. And for NFI, stability translates into a promise that they can continue providing resources to fatherhood and family programs throughout the country.
“By having all the information in one place, it gives us a much better ability to have a picture of what’s going on with our business.”