Unifying Donor Engagement and Advocacy Management with Salesforce
Appalachian Voices is a nonprofit environmental advocacy organization working to protect the land, air, and water of Central and Southern Appalachia. With a mission rooted in environmental justice and community resilience, the organization empowers local citizens to drive policy change, transition to clean energy, and safeguard public health. From organizing grassroots campaigns to leading regional policy efforts, Appalachian Voices needed the right technology to unite their teams, optimize supporter engagement, and scale their mission-driven work.
The Challenge
Before partnering with Prolocity, Appalachian Voices relied on siloed tools and disconnected processes to manage donor relationships, memberships, events, and advocacy campaigns. Staff were burdened by manual workarounds, limited visibility, and inconsistent data, hindering collaboration across fundraising and advocacy teams. As the organization continued to grow and engage a broader base of supporters, it encountered several key challenges:
- Limited visibility into donor and supporter relationships, resulting in fragmented engagement
- Manual and inconsistent workflows for online giving and advocacy actions, requiring significant staff time
- Lack of integration between advocacy platforms and fundraising tools, limiting coordination and tracking
- Minimal automation and reporting capabilities, impeding strategic decision-making
- Low overall system adoption, due to confusing layouts and outdated user experiences
To better serve their mission, Appalachian Voices needed a unified system that could consolidate data, streamline supporter interactions, and drive adoption across teams.
The Solution
Nonprofit Success Pack
Click & Pledge
A5 Documents
Action Network
Prolocity partnered with Appalachian Voices to implement a tailored Salesforce solution that aligned development and advocacy workflows on a single platform. Built on the Nonprofit Success Pack (NPSP), the implementation prioritized usability, scalability, and integration across functions.
Key components of the solution included:
- Constituent & Account Management: Customized the standard Account and Contact model to support household and organization-level records, with tailored layouts and list views.
- Donation & Membership Tracking: Implemented custom Opportunity record types and automation for donations, grants, and memberships, including recurring gifts and level assignments.
- Online Donation Integration: Configured Click & Pledge integration to automate donation processing and align gift data with Salesforce campaigns and donor records.
- Advocacy Tool Integration: Supported the evaluation, selection, and setup of Action Network, enabling real-time sync of advocacy actions into Salesforce via a managed connector.
- Campaign & Event Management: Deployed custom campaign types for appeals, mailing lists, and events, with integrated event registration via third-party forms.
- Document Generation: Configured A5 Documents to enable PDF creation of acknowledgment letters and supporter communications with custom merge fields.
- Reports & Dashboards: Delivered dynamic reports and dashboards to provide real-time insights into donor activity, membership trends, and campaign performance.
Training & User Adoption: Led comprehensive training for advancement and advocacy teams, along with system administrator enablement to ensure long-term success.
The Impact
Improved Data Quality & Visibility
Constituent Engagement
Personalized Outreach
With Salesforce in place, Appalachian Voices now operates from a centralized system that connects development and advocacy teams on a unified platform. Data quality and visibility have significantly improved, allowing staff to track constituent activity holistically and engage more effectively. The automation of donation tracking, membership logic, and advocacy integration has replaced manual processes, freeing up staff to focus on strategic initiatives and mission advancement.
Donor engagement is now captured alongside advocacy participation, enabling more personalized outreach and a deeper understanding of supporter journeys. Robust reporting and dashboards provide actionable insights into performance and trends, empowering leadership to make data-informed decisions and drive organizational impact.
Since the original implementation, Appalachian Voices has continued to engage Prolocity for ongoing Salesforce support. Over the years, this partnership has enabled the organization to evolve its system in response to changing needs—including the successful replacement of a key third-party tool with Prolocity’s guidance.
As a result, Appalachian Voices and Prolocity have built a scalable, future-ready Salesforce ecosystem that empowers the organization to expand its reach, deepen constituent relationships, and accelerate its mission of environmental advocacy across the Appalachian region.
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