Case Study: Team Rubicon multiplies disaster‑relief impact and scales fundraising with Salesforce for Nonprofits

Team Rubicon Multiplies Impact in Disaster Relief with Salesforce

Team Rubicon is a veterans‑led disaster relief nonprofit that rapidly scales volunteer response while keeping operations lean. As their network of volunteers and donors grew, the organization struggled with scattered data and lacked an integrated CRM and marketing system to engage supporters and identify top donor prospects.

To solve this, Team Rubicon implemented Salesforce (NPSP), Pardot with Engagement Studio, and integrations with Classy and Twilio, plus Premier Success for staff enablement. The tools enable wealth screening and lead scoring, targeted nurture journeys, and automated peer‑to‑peer communications—helping gift officers focus on the best prospects, increasing close rates, and boosting campaign performance (including a 116% increase in amount raised per Tough Mudder participant and a 100% transaction rate per page visitor), while training and support from Premier scaled staff capacity.

Team Rubicon

Matt Scott

Online Donations & Donor Engagement Coordinator