Prolocity implemented a customized Salesforce solution built on the Nonprofit Success Pack (NPSP), aligned to AbilityFirst’s fundraising strategy, event model, and marketing goals. The implementation included key integrations and process improvements across multiple teams.

Key components of the solution included:

• Discovery and Requirements Definition: Conducted multiple discovery sessions to define business requirements across fundraising, grant management, events, reconciliation, and marketing.
• Constituent & Donation Management: Configured Accounts, Contacts, and Donations to support donations, grants, events, in-kind gifts, and perpetual trusts. Enabled Soft Credit tracking, Recurring Donations, and GAU allocations.
• Grant Tracking: Built Grant records with custom deliverables and timelines to support funder reporting requirements. Designed dashboards to visualize active funding and submission deadlines.
• Acknowledgement Letters: Deployed S-Docs to automate letter generation for donors, including bulk processing and configuration of acknowledgment templates.
• Accounting Subledger: Installed Salesforce Accounting Subledger and configured fund allocations, ledger entries, and reconciliations aligned to QuickBooks.
• Marketing Automation with Pardot: Installed and configured Pardot for email campaigns, donation follow-ups, and segmented marketing lists. Guided domain authentication, user access, and syncing with Salesforce Campaigns.
• Data Migration: Migrated historical data from Raiser’s Edge including Contacts, Accounts, Donations, Campaigns, Events, Actions, and Notes. Created import templates and cleaned data for seamless transition.
• Reports & Dashboards: Developed reports and dashboards for development, grants, and marketing teams. Configured reports to track gift performance, campaign success, and pledge payment schedules.
• Training & Change Management: Delivered administrator and end-user training on NPSP, Gift Entry, and Pardot. Created documentation and held Q&A sessions to ensure adoption.