Nonprofit, political and civic advocacyNational Advocacy Nonprofit
A national advocacy nonprofit restructured its Salesforce instance and designed a cleaner data pipeline to its analytics warehouse, restoring trust in its donor and prospect data.
A national political and civic advocacy organization relied on Salesforce to manage prospects, supporters, and outreach, but years of accumulated structure and a downstream data pipeline had left records duplicated and inconsistent. The organization engaged SiiMPLY7 to restructure accounts, clean up its data processes, and design a reliable integration with its analytics warehouse.
The challenge
Account structure did not reflect how the organization actually worked with households, foundations, and other entities, and a duplication problem followed records moving in from an external activation system. Prospect and outreach management lacked consistent process, and the connection between Salesforce and the analytics warehouse needed a clear design to keep data trustworthy in both directions.
The solution
SiiMPLY7 revised the Salesforce setup and restructured accounts to model households, foundations, and related entities correctly, then built a deduplication process to address records created after assignment from the external activation system. The team added prospect and activity management, process automation, and email templates and notifications, and provided integration consulting and design for the connection between the analytics warehouse and Salesforce. Reports and dashboards gave teams visibility into the cleaned-up data.
Implementation highlights
What we built.
- Account restructure modeling households, foundations, and related entities
- Deduplication process to resolve records from the external activation system
- Prospect and outreach management aligned to a consistent process
- Process automation to reduce manual data handling
- Email templates and notifications for repeatable outreach
- Integration design for the Salesforce and analytics warehouse data pipeline
Results
Account restructure and deduplication reduced duplicate and inconsistent records
Prospect and outreach management standardized across the team
A documented integration design for the analytics warehouse connection
Engagement summary
SiiMPLY7 delivered the Salesforce setup revision, account restructure, deduplication process, and supporting automation, plus a design for the analytics warehouse integration, giving the organization a cleaner data model and a clear path for keeping its systems in sync.
What's next
Planned next steps include implementing the designed warehouse integration end to end, extending automation across additional outreach workflows, and building further reporting as the cleaned data model proves out.
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