Omatic Software
53 Case Studies
A Omatic Software Case Study
Yellowstone Forever, the official nonprofit partner of Yellowstone National Park, faced significant data management challenges after merging two organizations and onboarding Salesforce. Their primary issue was with native integrations, particularly with GoFundMe Pro, which caused frequent data import errors, duplicate records, and required hours of manual work to correct. These problems led to difficulties in acknowledging donors and stewarding their society members, negatively impacting the member experience. They turned to Omatic Software for a solution using Omatic Cloud.
By implementing Omatic Cloud, the vendor provided a seamless data integration solution that automatically formatted and imported data from various sources like GoFundMe Pro and Square into Salesforce. This eliminated manual processes and ensured data consistency. As a result, Yellowstone Forever saved over four hours each week on gift processing, improved data accuracy for better donor stewardship, and enhanced the overall member experience. Omatic Software's solution was credited with helping to improve donor retention rates by streamlining operations.