With the ability to unite and inspire the bird loving community across Australia, BirdLife is creating a bright future for Australian Birds. They are the nation’s largest not-for-profit bird conservation organisation and their work over the past century has achieved beneficial results for a wide range of Australian bird species.
The power of their passionate members and supporters has seen the protection of birds and their habitats through robust programs and informed advocacy. Above all BirdLife promotes a true appreciation for getting into nature and enjoying birds with like-minded people.
They wanted to engage, connect and understand the contributions that each member and supporter was making, whether it be volunteer work, donations, education, advocacy or all of the above. Their existing systems did not provide a full view of members and supporters and they had to piece together information from various sources to understand the impact of each individual.
They knew that if they had a better understanding, they could build stronger relationships and leverage their members and supporters to bring better outcomes for the organisation.
To meet these goals, the best CRM solution for BirdLife was Salesforce as it provided flexibility and modularity that enabled choice around which front-end fundraising platforms, marketing tools, and receipt programs to use. This meant they could continue to use their existing fundraising platforms such as Raisely that was already familiar to supporters, reducing the risk of attrition.
Salesforce was set up as the fundraising back-end, and was paired with front-end fundraising platform, Raisely, which BirdLife has been using occasionally. Additional solutions such Conga, MoveData, Good2Give, Payments2Us and DoGooder were also implemented to deliver on other specific requirements not covered by Raisely.
These new and existing solutions, along with Salesforce for customer relationship management, process automation and reporting, created the right solution that BirdLife required to allow them to paint the picture they were wanting of their members and supporters.
Delivering the right experience for their supporters has also involved setting up
Salesforce Experience Cloud. This community provides a customised user experience for members and supporters, allowing them to renew their membership, print receipts, change donation frequency or amount, and update contact details.
Supporter and member information is automatically updated in Salesforce giving BirdLife an accurate picture at all times. This self managed community reduces the time that staff spend updating and helping supporters over the phone and via email and gives more time back to work on their cause.
With siloed data, BirdLife could not communicate effectively. SalesFix’s solution architecture allowed for seamless data transfer between BirdLife’s platforms allowing for richer engagements. For example, when an online donation form is completed with Raisely, MoveData brings the donation data into Salesforce and automatically creates or updates a member/supporter record.
For example, the Major Donor team now receive an alert when a high value donation is made. The team can also easily see the value of donations over time quickly and easily. This coupled with effective campaign attribution means that the BirdLife team can track donations more accurately. and use it to effectively manage their fundraising relationships.
To close out the donation process, SalesFix developed a simple and centralised receipt process within Salesforce and paired this with Conga for batch receipt generation. The automatic high value donation alert meant the team can jump in and add a message to a receipt before it is sent, providing a personalised customer experience.
With its effective and efficient solution it can now fulfil its goals of increasing fundraising income, better engaging and connecting with members and supporters. This frees up more time for their most important cause creating a bright future for Australian Birds.
Data was migrated by Data Consultants Australia. Working together, SalesFix and BirdLife successfully migrated hundreds of thousands of records into Salesforce, setting up regular giving in Raisely, and coordinating go live across multiple solutions at once.
BirdLife can now manage over 150,000 donors, volunteers and members through Salesforce and have introduced many automated processes to ensure that staff are maximising their time, doing work that focuses on the organisation’s mission rather than dealing with administrative tasks.
Salesforce NonProfit Success Pack (NPSP)
Salesforce Experience Cloud
Providing donors and members with a portal experience
Salesforce Identity Management
To facilitate members and supporters being able to login to
BirdLife’s various solutions such as Birdata
Providing marketing automation to members and donors
Connecting Raisely and DoGooder to Salesforce
Automate the generation of receipts
Handling direct debits and offline payments
Photo Credits to Callan Alexander, Mick Roderick & Alex Maisey