JiLaSoan Optimizes Salesforce for Dress for Success Charlotte: Streamlining Processes, Securing Data, and Saving Staff Time
Sponsored by Aly Brooke
Dress for Success Charlotte (DFS Charlotte) is a nonprofit whose mission is to empower women to achieve economic independence by providing a network of support, professional attire, and development tools to help women thrive in work and in life.
Dress for Success was looking for a partner to assist in better leveraging their Salesforce platform and its nonprofit capabilities. Sponsored by Aly Brooke, Apparo partnered the organization with skilled volunteers from JiLaSoan, who walked alongside DFS Charlotte to assess their current state and create recommendations for improvements. JiLaSoan worked to streamline the organization’s Salesforce processes to support DFS Charlotte in their goals of better managing donor and volunteer information, enhancing reporting capabilities, and ultimately amplifying their ability to fulfill their mission.
The nonprofit looks forward to the anticipated impacts of this work, including reduced manual reporting, having interconnected systems, and improved donor targeting (expecting an impressive 15% growth in donor engagement). The team looks forward to optimizing for future fundraising campaigns. As Emily Wheeler shares, “Fundraising with a consistent data source is critical for our operational efficiency. We have been going off spreadsheets and binders. We now have a framework for capabilities like sending automated emails, which we didn’t have before. When we have data living in multiple places, this creates security concern, but with this consistency and stability, there won’t be a risk of data disappearing if a staff member leaves. Our programs will be easier to manage, our data more accurate, which will strengthen our brand reputation and ultimately trust with donors.”
Through implementing recommendations around automations and fully leveraging nonprofit capabilities in Salesforce, the team looks forward to a decrease in expenses and mitigated risks. The team plans to save around $3,500 on mailing costs alone. With data stored in a centralized platform, DFS Charlotte will experience improved data security, a reduction of risk of human error, and decreased risk of data loss during staff transitions. In addition to these benefits, the nonprofit hopes to increase their reach through effective donor communication, time spent on outreach, reliable records, and having support for scaled campaigns. Dress for Success Caren Knox reflects on the anticipated impacts, “I am hopeful for the increased capacity we anticipate from these improvements, which will allow our teams to dream of different possibilities and expand their services. I really appreciated JiLaSoan’s experience with nonprofits as a whole, which was wonderful. “
