Classy for Salesforce Saves Time and Opens Doors for HOPE Atlanta
Mission
To help Georgians avoid homelessness and hunger through a comprehensive approach that equips them with the tools for lifelong stability
Challenge
HOPE Atlanta needed a simple, scalable technology solution to address time-consuming, manual data entry
Solution
With Classy and the Classy for Salesforce integration, HOPE Atlanta can send personalized communications based on donor insights
“Classy for Salesforce makes streamlining the data collection process very easy and also helps us identify high-value donors faster so we can prioritize our time when we have limited resources.”
– Katherine Welker, Senior Director of Development
Classy for Salesforce Results:
1,500
active supporters
27%
average open rate for volunteer email series
5.5%
YoY increase in individual donor retention rates
HOPE Atlanta aims to end homelessness and hunger in Atlanta and last year served over 230,000 meals and helped over 7,400 individuals with housing support.
HOPE Atlanta joined the Classy community in 2019, with growth as a top priority. That goal prompted the organization to adopt Classy’s integration with Salesforce, helping to optimize fundraising data, nurture donor relationships, and accelerate progress toward its mission.
Less Time on Data Collection Means More Time for Fundraising
Looking for a platform that offered a seamless integration with Salesforce, its existing CRM technology, HOPE Atlanta turned to Classy.
Classy for Salesforce makes it easy to process a large volume of online donations with accuracy and see the full picture of each supporter in real-time with clean data. This not only saves time but also allows HOPE Atlanta to send personalized communications based on these donor insights.
Driving Donor Engagement With Targeted Messaging
In the past few months, the HOPE Atlanta team has been focused on building out its volunteer conversion strategy, which includes a targeted email series to individuals who have volunteered at one point in time. The email series is designed to convert a volunteer to a donor through personalized touch points that include a thank you, ways to engage, and appeals for donations sent over a specific time frame via Classy for Salesforce.
The team has also focused on building out major donor and mid-major donor pipelines and portfolios to better target their messaging. They have streamlined the process to receive alerts for gifts above a certain threshold that inform the leadership team to create stewardship and cultivation items.
Earning time back with Classy’s integration creates more opportunities for HOPE Atlanta to connect with supporters, ultimately contributing to a YoY increase in individual donor retention rates by 5.5%.
What’s Next for HOPE Atlanta
HOPE Atlanta’s strategic planning is resulting in the launch of several new initiatives that affirm its 120-year mission to address housing as a crucial basic need in the community.
The hours a day saved by using Classy for Salesforce have opened doors of opportunity for HOPE Atlanta. In 2023, the team is focused on strengthening donor relationships, including building retention and engagement strategies, as well as stewarding donors.
Classy for Salesforce is helping us get exactly where we want to be. We’re not tech experts, but this integration makes it possible for fundraisers like us to accomplish great things.