monday.com CRM implementation for an NGO
About The Company:
Our client is a non-governmental organization (NGO) helping underprivileged communities globally.
Customer Challenges:
As the NGO expanded with time, it faced challenges in tracking donations, managing donor relationships, organizing volunteer tasks, and communicating across departments.
Key issues were:
- Donation Management: Donation tracking and timely follow-up were a cumbersome task, often resulting in losing opportunities for additional donations.
- Communication Gap: Volunteers were from various different locations so a clear communication gap was resulting in bad coordination and duplication of efforts. Improper Scheduling and tracking was making it time-consuming and inefficient to track volunteer hours.
- Tracking Tasks: Management of several concurrent running projects (e.g., school builds, medical camps, fundraising events), and assigning tasks across teams was a mind-boggling task. Clarity was missing in project deadlines, progress, and assigned tasks.
- Reporting: The campaign’s tracking and reporting its effects was challenging. The Legacy reporting system was error-prone.
Solutions:
We implemented the following solutions for the client.
CRM Implementation:
We implemented Monday.com as a centralized CRM to contain donor information. A "Donors" Monday board was also created by us with custom fields as per client’s need to track donation amounts, donor preferences, communication history, and engagement levels. Workflow automation is used to automate follow-ups, event reminders, and post-event surveys.
For volunteer management, we customized another board named "Volunteer Tasks." Tasks could be assigned based on location and availability in this board. Volunteers could easily see upcoming updates, campaigns, events, and tasks that needed their support.
We customized Monday.com’s calendar view to make it easy to schedule volunteer shifts more efficiently, and our custom integration with their email enabled them to send out updates and notifications.
Various other boards we created for like fundraising events or school-building initiatives, with custom columns including deadlines, task owners, and status updates. We used monday.com crm’s Kanban view to visualize task progress.
For visualization of total donations raised, volunteer hours logged, and project completion status we leveraged key performance indicators (KPIs).
To resolve communication gap issues we did monday.com integration with third party communication tools Slack and Gmail.
Results:
Our custom monday.com implementation and integration solutions brought positive results for client.
- Increased Donor Engagement: By centralizing donor information and automating follow-ups, the client was able to build stronger relationships with their donors, leading to a 30% increase in repeat donations.
- Streamlined Volunteer Coordination: Volunteer coordination became much easier, with the team reporting a 40% reduction in scheduling conflicts. Volunteers were more engaged and on time for their shifts, which improved the overall efficiency of their programs.
- Improved Project Management Efficiency: The clarity around project timelines and task ownership led to a 50% reduction in missed deadlines. Teams were able to focus on high-priority tasks, and project completion rates improved across the board.
- Time Savings in Reporting: With the use of Monday.com’s dashboards, the client saved over 18 hours a week that were previously spent on manual reporting. The board's views allowed for better tracking of impact, and donors were more confident in the organization’s ability to report progress accurately.
Technology and Tools Used:
monday.com, slack, gmail
Final words:
By adopting Monday.com as their CRM and project management platform, the client was able to streamline their donor management, improve volunteer coordination, and manage multiple projects more efficiently. The centralized, visual nature of Monday.com allowed the team to stay aligned and focus on delivering impact, rather than being bogged down by administrative tasks. Ultimately, Monday.com helped the NGO maximize their resources, improve their donor relations, and make data-driven decisions that led to increased donations and greater program effectiveness.
This case study shows how CloudCache Consulting’s monday.com consulting services drive results in the nonprofit sector. You can read more about us by reading our client’s reviews on Fiverr.
