Loved&Shared

Loved & Shared is a new charity established by a group of Leadership Great South Coast program participants to support children of vulnerable and at-risk families and carers across South West Victoria.

Challenges

Brand new organisation

  • No in-house IT expertise
  • No supporter base
  • No website
  • No email addresses
  • No volunteer registration process
  • No fundraising tools


      Objectives

      Loved & Shared priorities included a fundraising, volunteer and service user management.

      As a recently endorsed charity they wanted a way for people to donate money online to support their important work.

      Loved & Shared needed a password manager, a website, a CRM, a mass email tool, and email addresses for their committee on the Loved&Shared domain.

      Solutions

      Blaze Your Trail implemented Salesforce NonProfit Success Pack, built a simple website with Shopify and integrated both with Mailchimp for easy segmentation of the newsletter list for different audiences.

      Web to lead forms were added to the website to accomodate the volunteer application form, service user registration form and general contact us form, so that all these enquiries can be acknowledged with auto-response emails.

      The volunteer induction process is make with lead statuses, and matching rules ensure that duplicates records are avoided.

      Blaze Your Trail supported Loved&Shared to apply for free Google Licences through Connecting Up so that they could have email addresses on the organisation's domain.

      Benefits

      One place for all contact information

      The directors of this organisation no longer work in data silos, and all correspondence is automatically tracked in Salesforce with Einstein Activity Capture.

      Webforms ensure consistency

      All enquires are created via forms meaning that the data is clean and organised, and categorised for easy prioritisation, sharing the workload more fairly.

      Beautiful donation pages

      Raisely makes it easy for Loved & Shared to accept donations of money online, on simple, mobile-optimised forms. Consent is tracked for implicit permission to send fundraising communications.

      A solid foundation for growth

      Salesforce is highly customisable, and has been set up in such a way that additional functionality can be added in the future, such as inventory, client and volunteer management.

      “Jessica's wealth of knowledge of Salesforce was immense. She was able to integrate with other systems as needed in order to deliver us maximum value and we found her prompt communication throughout the engagement fantastic. We would highly recommend her!” 

      Tim McPherson Loved & Shared Treasurer, June 2022

      All News