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Zapier > 实例探究 > 非营利组织的捐助者管理和沟通自动化
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Automating CRM Contacts and Mailing Lists Creation from Donations: A Case Study on Jiamini

适用行业
  • 教育
  • 金融与保险
用例
  • 楼宇自动化与控制
  • 租赁金融自动化
挑战
Jiamini 是一家非营利组织,需要一种更有效的方式来管理捐赠者信息并跟踪捐赠。
关于客户
Jiamini 是一个非营利组织,通过提供教育和必要的基础设施来支持坦桑尼亚的高危儿童。
解决方案
Jiamini 实施了 Zapier,以自动化通过 WooCommerce 和 PayPal 中的新捐款在 Salesforce 中创建联系人的过程。他们还使用 Zapier 将 Salesforce 联系人添加到 MailChimp 列表中,以便向捐赠者发送更新。
运营影响
  • The implementation of Zapier has significantly improved Jiamini's operational efficiency. The automation of donor information management has eliminated the need for manual data entry, reducing the risk of errors and freeing up valuable time for the volunteers. The real-time tracking of donations has improved transparency and accountability, enhancing the trust of the donors. The automatic addition of Salesforce contacts to a MailChimp list has streamlined their communication process, enabling them to keep their donors informed about the impact of their donations. Overall, the use of Zapier has enabled Jiamini to remain a small charity doing big work in Tanzania.

数量效益
  • Automated creation of contacts in Salesforce from new donations, eliminating manual data entry

  • Automated addition of Salesforce contacts to a MailChimp list, enabling efficient communication with donors

  • Real-time tracking of each donation as an opportunity in Salesforce

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