通过定制化捐赠服务提升非营利品牌：V 基金会案例研究
适用行业
- 设备与机械
适用功能
- 产品研发
关于客户
V 癌症研究基金会是一家位于美国的非营利组织。它以一种不同寻常的资助模式运作，向捐助者承诺，他们的直接捐款 100% 将用于癌症研究和项目，不扣除任何管理或管理费用。这些费用由单独的捐赠基金支付。该组织由 ESPN 和传奇篮球教练吉姆·瓦尔瓦诺 (Jim Valvano) 于 1993 年创立。它拥有庞大且不断增长的捐助者基础，并致力于将关注捐助者的关切作为其战略的一部分。 V 基金会使用 Salesforce 进行运营，并设有一个小型捐赠者服务部门，只有三名员工。
挑战
V 癌症研究基金会是一家总部位于美国的非营利组织，在向经常性捐助者提供定制的年度信件方面面临着重大挑战。该组织无法包含列出并汇总这些捐助者年度捐款的自定义表格。这是一个重要的问题，因为捐助者非常希望这些全面的年终报表用于保存记录和在所得税申报表上申请慈善扣除。 V 基金会使用的 Salesforce 解决方案中的现有工具不支持这种需求。此外，该组织的捐助者服务部门规模较小，只有三名员工，因此为庞大且不断增长的捐助者群体手动制作这些信件是不切实际的。
解决方案
为了应对这一挑战，V 基金会采用了适用于 Salesforce 的 Nintex Drawloop DocGen®。该解决方案在幕后工作，使用来自 Salesforce 和其他系统的数据自动填充 Word、PowerPoint、Excel 和 PDF 模板。它消除了手动创建关键业务文档（例如捐赠者信件）的需要，并且只需直接在 Salesforce 或 Office 365 中单击几下即可构建和共享文档。V 基金会在内部实施了 Nintex Drawloop®几周后，根据需要得到 Nintex 支持的帮助。为了创建和发送捐赠者信件，团队在 Word 中选择 15 个自定义模板之一，并在 Salesforce 中选择特定的捐赠者文件。该模板从 Salesforce 中提取捐赠者信息，合并字段，并生成一封信和信封以供审阅和邮寄。
运营影响
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