Case Study: IslandWood achieves streamlined finance operations and real-time financial visibility with Salesforce for Nonprofits

Making Finance a Strategic Partner with Salesforce and Sage Intacct

IslandWood is a nonprofit environmental education organization operating a 255‑acre campus, graduate programs, K–12 offerings, and off‑site education and events. After 12 years on a legacy finance system, its 23 departments faced slow, manual data entry, error‑prone spreadsheets, inflexible updates, and poor integration that hampered growth and cross‑department collaboration.

IslandWood moved to Salesforce (Sales Cloud, CPQ, Nonprofit Success Pack) integrated with Sage Intacct, enabling quoting and invoicing in Salesforce with automatic sync to finance. The change eliminated manual re‑entry, delivered real‑time reporting and fund/grant visibility, cut more than 360 person‑hours annually, saved at least $15K a year, shortened monthly close by three days, and shifted finance into a strategic partner role.

IslandWood

Jennifer Sharp

Senior Accounting Manager