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Geecon Global

Case study · Non-profit · fundraising

Non-profit and fundraising organisation

  • Salesforce
  • Process automation
  • Segmentation
  • Dashboards
Non-profit and fundraising organisation
Global non-profit
About the client

Global non-profit

Our client is a global non-profit and fundraising organisation that manages thousands of donors, volunteers, and partners across multiple regions. To achieve its mission, the organisation needed a modern CRM to strengthen supporter engagement, streamline operations, and deliver real-time insights to leadership.

The challenge

Challenges Faced

  1. Inefficient manual processes for managing supporters.

  2. Lack of a 360° view of donor relationships.

  3. Inconsistent reporting across departments.

  4. Limited ability to personalise campaigns at scale.

Our approach

Our Strategy

  1. Unified Donor Records

    • Consolidated all supporter data into Salesforce for a single source of truth.
  2. Process Automation

    • Automated donation tracking, acknowledgments, and volunteer management.
  3. Personalised Campaigns

    • Enabled targeted communications with segmentation and automation.
  4. Advanced Reporting

    • Created dashboards for donor retention, fundraising, and campaign performance.
Bespoke CRM connected to finance, marketing, portal and reportingBespoke CRMno per-user licenceFinanceMarketingCustomer portalReporting

Built with

  • Salesforce
  • Process automation
  • Segmentation
  • Dashboards
The impact

Transformational Results

  • Stronger Donor Relationships

    Improved engagement through personalised journeys.

  • Operational Efficiency

    Reduced manual work with automated processes.

  • Actionable Insights

    Real-time dashboards informed fundraising strategies.

  • Scalable Growth

    A cloud-based CRM that supports expansion across regions and programmes.

Why it matters

Global non-profit

Non-profit · fundraising

With Salesforce, our client built a future-ready CRM foundation that strengthens relationships, improves efficiency, and supports long-term growth.

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