Case study / Nonprofit CRM
How we moved a child safety nonprofit from Excel to Salesforce NPSP
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4-minute read
- Client
- Centrs Dardedze
- Industry
- Nonprofit
- HQ
- Riga, Latvia
- Timeline
- Phased rollout
NPSP
On Salesforce Nonprofit Success Pack
What's inside
What moved the needle
Four pieces of the build that made this work for a sensitive-data nonprofit.
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1
Partner credential tracking
Every certified partner has a record with start date, expiry, and status. Lapses trigger automated notices to the account owner and the agent.
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2
Institution database
Schools, partners, and contributors with their relationships and roles, so the landscape is queryable rather than tribal.
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3
Protection inquiry tracking
Each case is logged, routed, and tracked against the institutions and people involved, with near real-time pipeline visibility.
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4
Communications automation
Forms, intake confirmations, and follow-ups run themselves, so the team stops doing mechanical work by hand.
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