Case Study: Fisher House Foundation Streamlines Donor Data and Improves Visibility with Omatic Cloud

Fisher House Foundation saves 4-6 hours per import with Omatic Software

Fisher House Foundation, a military nonprofit providing lodging for families of veterans receiving medical care, faced significant challenges in managing its donor data. The organization received contributions from multiple workplace giving programs like Benevity, but each program used a different, non-standardized file format. Manually importing this donor-level data into their Salesforce CRM was a cumbersome, multi-step process that took hours, making it nearly impossible to gain a complete view of their supporters. They turned to Omatic Software for a solution using Omatic Cloud.

By implementing Omatic Cloud, Fisher House streamlined its data processes. The solution's flexible field-mapping allowed them to easily integrate all their donor program files into Salesforce. What used to take up to two days for a single file now takes seconds. This efficiency saved countless hours and provided newfound visibility into donor activity. With Omatic, the foundation can now cultivate long-term relationships with individual donors, correct data errors, and allow staff to focus on more strategic work.

Fisher House Foundation