Opportunity/Problem Statement:

• Receipting Process & CRA Compliance: Client encountered challenges as their existing CRM was incapable of automatically sending new and duplicate receipts to individual constituents. Additionally, generating receipts that adhere to CRA compliance guidelines added complexity to the business process.
• Retention Mails Cadence: Client was required to maintain a lengthy list of constituents to whom they must send expiry and retention emails for their recurring gifts. The process was time-consuming and challenging to manage, potentially leading to errors and inefficiencies.

Solution Highlights:

• Mirketa created a customer community-based portal that primarily utilized out-of-the-box Salesforce features to manage customer queries and enable easy management of payment and contact preferences.​
• Mirketa assisted in the rollout of Marketing Cloud, which enabled the client to track retention emails and send solicitation emails to prospective donors.

Results:

• The end user feedback regarding their overall experience has been overwhelmingly positive since the implementation of the streamlined system. With the integration of previously siloed systems, the user experience has been greatly improved, resulting in increased efficiency and ease of use.​
• Experience Cloud has helped constituents with a more streamlined and efficient way to interact and update their existing payment information. With experience cloud, a donor can easily download duplicate receipts from the portal, providing a more convenient and user-friendly experience.