Nonprofits need more than passion, they need technology that scales their mission. Exalt, a leading community-focused nonprofit, was ready to elevate donor engagement, streamline fundraising operations, and create a unified, data-driven development platform. Their legacy systems couldn’t keep up.
Prolifics partnered with Exalt to implement a modern, automated, and governance-led Salesforce Nonprofit Success Pack (NPSP) solution that transformed how the organization manages donors, campaigns, reporting, and long-term growth.
The Challenge
Exalt faced increasing complexity in managing donors, volunteers, campaigns, and reporting. Key issues included:
- Disconnected spreadsheets and databases
- Manual processes for acknowledgments, updates, and reporting
- Inconsistent donor communications
- Limited visibility into relationships and fundraising performance
- Lack of standard data governance
Leadership sought a centralized CRM to:
✔ Consolidate donor, funder, and volunteer data
✔ Automate workflows and reduce manual tasks
✔ Improve reporting accuracy and transparency
✔ Establish governance and scalability for future expansion
Our Approach
Prolifics collaborated closely with Exalt to design a phased Salesforce NPSP implementation built on accuracy, governance, and user adoption.
Key steps included:
- Stakeholder workshops to define needs and reporting expectations
- Mapping existing workflows and identifying bottlenecks
- MVP-first delivery for quick wins and early value
- Iterative design reviews with Exalt’s teams
- Sandbox testing and feedback-driven refinements
This ensured a solution that was both technically sound and aligned with real-world nonprofit operations.
Our Solution
Prolifics delivered a fully modernized Salesforce NPSP Development Platform featuring:
Unified Data Architecture
All donor, volunteer, and organizational records consolidated into Salesforce for real-time, single-source visibility.
Governance-Driven Design
Standard naming conventions, duplicate prevention logic, validation rules, and data ownership structure for long-term sustainability.
Automation & Efficiency
- Automated gift acknowledgment workflows
- Address and household synchronization
- Standardized Opportunity management for donations, grants, and matching gifts
Campaign & Event Management
Tracking and reporting across campaigns, appeals, and events—centralized and transparent.
Relationship & Network Mapping
NPSP’s Relationship Viewer enabled Exalt to understand family ties, corporate links, and donor influence patterns.
Reporting & Analytics
Board-ready dashboards and metrics delivering accurate, real-time fundraising insights.
Training & Adoption Enablement
Customized training, a governance manual, and hands-on workshops ensured strong adoption and data hygiene across teams.
Key Outcomes
The implementation delivered measurable improvements across Exalt’s development operations:
- Unified donor and fundraising data across teams
- Automated donor acknowledgment workflows
- Improved donor visibility through household and relationship tracking
- Accurate board-level reporting with custom dashboards
- Established governance and training for long-lasting system health
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