Case Study: TransForm achieves streamlined fundraising, event registration, and grant management with Convio Common Ground

TransForm - Customer Case Study

TransForm is a Bay Area nonprofit that builds coalitions and programs to create better public transit and walkable communities. After adopting Salesforce’s Nonprofit Starter Pack they found key gaps—data lived in silos, online donations and event registrations required manual entry and custom coding, household and grant tracking were inadequate, and staff worried about transaction security and labor-intensive processes.

By switching to Convio Common Ground (built on Salesforce) TransForm gained secure, easily embedded web forms, self-service email subscriptions, zip-code geo-targeting, and a unified grants system. The result: automatic data population into their CRM, faster and more targeted communications, consolidation of ~75 grants, staff time saved, fewer errors, and a successful $20K online appeal—plus greater confidence in forecasting and expanded social engagement.

TransForm

Seth Goddard

Online Communications and Database Manager