Donor Management Data Migration: Migrated all legacy Donor data from Donor Perfect to Salesforce NPSP, created Data Health and Donor Management Dashboards, and customized the environment to give the client a custom and intuitive experience.
Marketing Automation Implementation: Direct Migration from Mailchimp to Pardot for a national nonprofit organization combatting homelessness. Pardot manages all email, events, donor, and contact campaigns tied to fundraising, awareness, and impact goals.
Guest Services Web Implementation: Optimized Request Help flow from the website to allow guests to request help via a website form and create a Salesforce lead for the affiliate team to triage and provide service or referrals.
As a consulting firm, we believe that establishing external partners is a great way to scale growth, create business continuity as an external knowledge base, reduce internal overhead, and increase teams' capacity and confidence, especially teams whose capacity is often capped due to supporting multiple lines of businesses, customers, end-users and stakeholders.####We are here for the long run, and a partnership with EBI Labs means teams receive the following:##• Senior-level expertise on all projects from experts with over 10+ years of Salesforce, Technology, and General Business Operating experiences.##• Direct resource flexibility by supporting various roles at a flat fee. Positions in Project Managers, Business Analysts, Salesforce/App Admins and Developers, Architects, Quality Assurance Analysts, Data Analysts, and Team and Executive Coaching.##• Access our guides and best practice templates to ensure repeatable models of success for product/project delivery and team operations.##• External Knowledge Base of your Salesforce/Databases, Process Maps, Team, and Organizational Practices, and Project Documentation to maintain business continuity across internal and external teams.