Implementations
Explore real-life examples and results from projects that transformed organizations.
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Showing 32 implementations
Constituent Visit History
Give staff a quick view of recent constituent visits without running a report.
UI & UX
❤️ Loved by users
Membership Discount Tracking
See exactly which discount code a member used to sign up, right on their record.
UI & UXFundraisingDatabase
❤️ Loved by users
Universal Newsletter Signup
Capture newsletter signups from members during checkout, not just ticket buyers.
Fundraising
🚀 Increased Reach
Development Analytics Dashboard
One screen that tells your team exactly who to call, what gifts came in, and where you stand.
FundraisingAnalytics
❤️ Loved by users
Constituency Status Indicators
Color-coded badges that tell you if someone is a Member, Donor, or VIP at a glance.
UI & UX
❤️ Loved by users
Advanced Automated Opportunity Naming
The standard NPSP naming rules did not give the team enough context to understand each record at a glance.
FundraisingUI & UX
⚡ Improved Clarity
County Data Enrichment
Automatically fills in the 'County' based on zip code, making grant reporting a breeze.
Fundraising
❤️ Loved by users
Donor Profile Pictures
See the face behind the name. Display donor photos directly on their profile.
UI & UX
❤️ Loved by users
Automated PDF Acknowledgements
Create a PDF acknowledgement letter from a gift record with one click.
Fundraising
❤️ Loved by users
Timed Entry Display
Clarify your tickets by showing the exact entry window (e.g., '10 AM - 11 AM') to reduce visitor confusion.
FundraisingDIY GuideSOP Included
⭐ Big Impact
Expanded Global Search
Find everything. We made finance records (like transaction journals) searchable from the main search bar.
UI & UX
🔍 Better Search
Legacy Membership Protection
Prevent new sales of old membership levels, but allow current members to renew them one last time.
Database
🛡️ Data Integrity
Advanced Discount Code Safeguards
Ensure discount codes only work for the specific items they were meant for.
Database
🛡️ Data Integrity
Employee Data Privacy
Keep staff home addresses private. Only HR and Admins can see personal employee details.
DataSecurity
⭐ Big Impact
AI Translation Integration
Translate museum labels, keeping your museum's unique voice and tone.
AI
💰 Saved Money
Email Storage Optimization
Reduced data storage costs by stripping unnecessary HTML code from old emails.
Database
💰 Saved Money
Disaster Recovery Backup
Protect your Salesforce data with a backup and recovery plan.
Security
⭐ Big Impact
Automated Donor Engagement
Never forget a follow-up. The system reminds you to call major donors when they give.
Fundraising
⭐ Big Impact
Transaction Failure Alerts
An automated report alerts staff when a membership purchase fails, so they can follow up.
FundraisingAnalytics
💰 Saved Money
Discount Code Mandatory Description
Make the purpose of each discount code clear to everyone on the team.
DatabaseUI & UX
ℹ️ Better Info
Anonymous Contact Protection
Safeguard the anonymous contact and household records used in Veevart ticketing and membership workflows.
FundraisingUI & UX
🛡️ Data Protection
Event Planning Calendar
A color-coded visual calendar to help staff coordinate events and rentals.
DatabaseAnalytics
📅 Better Planning
Donor Advised Funds Setup
Track 'Soft Credits' correctly so the real donor gets the thank you, not the bank.
FundraisingDatabase
⭐ Big Impact
Development Team Payment Reminder Automation
Automated reminders help development and finance follow up on pledge payments, COIs, and outstanding invoices before they slip through the cracks.
FundraisingUI & UX
💸 Increased Revenue
Salesforce Login Improvements
Reduce login friction with session and password settings tailored to your organization.
Security
❤️ Loved by users
Time-Based Pricing
Automatically activate and deactivate reduced admission pricing.
FundraisingAnalytics
📈 Increased Traffic
Staff Knowledge Base
A searchable library of 'How-To' guides built right into the system.
Training & Support
📚 Staff Enablement
Embedded Instructions (SOPs)
Put the instructions right where the work happens.
Training & Support
✅ Standardization
System "Blueprint" Docs
Technical documentation that ensures your system is safe for the future.
Training & Support
📝 Future Proofing
AI Invoice Processing
AI that reads PDF invoices and types the data into Salesforce for you.
DatabaseUI & UXAI
⚡ Automation
Donation Request Management
A streamlined system to handle all those requests for free ticket donations.
Fundraising
📨 Streamlined
Easy Print Donor Meeting Notes
One click to print a 'Briefing Sheet' for your next donor meeting.
FundraisingUI & UX
❤️ Loved by users
