Salesforce Solution: Seamless Data Migration for Non-Profit Excellence

An esteemed media outlet received data streamlined and migrated from Raiser’s Edge (a Non-Profit CRM platform) to Salesforce with enhanced operational efficiency. Know how this was done driving significant growth to the media house.

About the Client:

The client is a renowned Jewish media outlet that delivers detailed coverage of the issues, ideas, and institutions that matter to American Jews. They have a history of award-winning reporting and commentary on politics, arts, and culture. The client has earned recognition for its journalistic excellence.

Industry:

Non-Profit

Project:

Data Migration from Raiser’s Edge to the Salesforce

CSL helped the client migrate clean and mapped data into Salesforce, streamlining operations, and enhancing overall efficiency.

The Challenge

The client faced several challenges transitioning their data from Raiser’s Edge to Salesforce. Some of these challenges were:

Data mapping:	Raiser's Edge and Salesforce have different data structures and fields. There was a need to map the data from one system to another ensuring that all relevant information was accurately transferred.
Data cleanup:	The data in Raiser's Edge had inconsistencies, duplicates, and errors. There was a need to clean and deduplicate this before migrating.
Integration:	Building a seamless integration between Raiser's Edge and Salesforce required custom development. The client needed the data to flow smoothly and get updated in real-time.
Customization:	Raiser's Edge and Salesforce both offer extensive customization options. Migrating custom fields, objects, and workflows was complex and required additional development work.
Data Security:	There was a need to handle sensitive donor and organizational data during the migration.

Improving Business with Salesforce

The Solution

Cloud Science Labs delivered a comprehensive solution to address the client’s challenges:

Data Transformation	Relationship Mapping	Utilization of Tools
The CSL team mapped and filtered data to organize each Salesforce object into distinct files.	Established clear relationships between the exported files from Raiser’s Edge and the corresponding Salesforce objects for accurate data transfer and integration.	Tools like Data Loader get leveraged to import data into Salesforce, efficiently. This ensured accuracy and integrity throughout the process.

The Result

The CSL team successfully implemented the solutions that yielded significant benefits for the client.

Streamlined Data Management:	The client received consolidated data in Salesforce. With this, they possess a unified platform for streamlined data management with enhanced accessibility.
Enhanced Operational Efficiency:	The client received seamless integration between Raiser’s Edge and Salesforce with automation and process validation. This optimized the client's operational efficiency and reduced manual efforts.
Improved Decision-Making:	The client received real-time access to accurate data, and enhanced reporting capabilities. This helps them with informed, data-driven decisions leading to growth and success.

Conclusion

Cloud Science Labs' Salesforce implementation helped the client overcome the complexities of data migration. It helps streamline their publishing operations and enhances overall efficiency. CSL is committed to delivering effective, precise, and budget solutions that drive impressive growth in diverse industries.

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