Case Study: The CentraCare Foundation unifies Salesforce data and improves fundraising with Redpath Consulting Group

The CentraCare Foundation unifies 2 foundations’ Salesforce data with RedPath Consulting Group

The CentraCare Foundation, a healthcare philanthropy nonprofit, faced the challenge of migrating acquired data from the Raiser's Edge platform into its unified Salesforce Nonprofit Success Pack (NPSP) org following an acquisition. They engaged RedPath Consulting Group to curate essential data, align differing business processes, and clean up significant contact duplicates to ensure a streamlined system for their expanded operations.

RedPath Consulting Group implemented a solution that involved carefully selecting which historical data to migrate, updating key business processes like gift tagging, and providing training to the foundation's new Data Systems Manager. The results included a more efficient and user-friendly Salesforce system, improved fundraising capabilities through accurate gift tracking, and empowered long-term data independence for the customer, enabling them to better support their mission.

The CentraCare Foundation