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Pegasus Publishers, a nonprofit publishing house, aimed to streamline operations, enhance engagement, and improve fundraising efforts by leveraging Salesforce’s Nonprofit Success Pack (NPSP).
Salesforce NPSP provided Pegasus with consolidated donor and author management, streamlined campaign tracking, and automated operational workflows, leading to improved transparency and engagement.
Increase in donor engagement through personalized outreach.
Enhanced improvement in fundraising campaign efficiency
Reduction in manual operational tasks due to automation.
Increase in donor engagement through personalized outreach.
Disconnected donor and author management systems
Inefficient fundraising and campaign tracking processes
Manual operations causing delays and inefficiencies
Limited real-time reporting and data visibility
Implemented NPSP for centralized tracking of donors, authors, and volunteers.
Developed automated workflows for donation processing and campaign tracking.
Automated communication and event processes to eliminate manual interventions.
Created custom dashboards for instant performance insights.
Sales Cloud Setup: Automated lead assignment, follow-up tracking using Ventas SMS App, and AI-powered forecasting.
Service Cloud & AI Chatbot (Ventas AgentBot): Enabled instant self-service for IT support, integrated WhatsApp and SMS for communication, and reduced ticket resolution times with AI-driven case routing.
Project & Billing Integration: Developed custom Salesforce solutions for tracking project progress, resource allocation, and automated billing via Salesforce CPQ.
The Salesforce NPSP implementation transformed Pegasus Publishers' operational landscape, resulting in improved donor relations, streamlined author management, and efficient fundraising campaigns. With integrated systems and personalized outreach, Pegasus is now better equipped to achieve its mission and drive meaningful engagement.
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