CAFF needed direction customizing Salesforce report templates, objects, filters, and any other methods of tracking membership and donor data.
“CAFF caught our attention because of their focus on food supply. We often take farmers and their contribution to society for granted, so organizations like CAFF are very important to us as a nation. Our team members tend to gravitate towards choosing fresh, local foods at the center of a healthy diet, so CAFF’s cause felt like a good match for us. We also knew that based on CAFF’s needs, we had a great opportunity to really help them improve how they keep track of their Members, Grant Applications, and Donations.”
- Smith Mackie
“Every CAFF team member can now access the same information from wherever they are located - from any office, at an event, at home, or on the go. CAFF now has a single central secure online platform with easy access to tens
of thousands of records with better quality data on each record. The new Salesforce application allows for multiple record types so that they can easily sort through records and reach out to different types of contacts and organizations.”
“The Smith Mackie team is professional, quick to respond, very knowledgeable, eager to help. They did an amazing job, and were a pleasure to work with!”
The new Salesforce application allows for multiple record types so that CAFF can easily sort through records and reach out to different types of contacts and organizations. Smith Mackie designed and developed custom membership management, created custom reports that warn of expiring memberships and that provide a quick snapshot of inbound dollars, along with many other functions. The Smith Mackie team signed on to a Salesforce Training project with CAFF.
“We have recently finished the project, so the overall impacts are still growing. However, so far, we are able to manage our donors and members much more effectively, and track more data. Additionally, we have staff throughout the state, and they are being trained in using the system so they can access the information as well. Smith Mackie also did some research for us so that we can streamline other systems in the future (i.e. possibly integrating our online donation page with Salesforce).”
“This project allowed us to do what we do best: customize Salesforce by bringing fresh eyes and attention to detail to an organization that needed help. Some of the great benefits of working with CAFF were their willingness to change and adapt to our suggestions, and their ability to clearly articulate their needs. Our regular phone conferences were a joy, and we feel great about what we’ve been able to accomplish for them as an organization. Our team is extremely energized by the outcome of the project and we’re already working a follow-up project with CAFF because we can’t get enough of them! We will definitely continue to contribute to Catchafire. This is exactly the avenue we were hoping to find and we’ve decided it’s much more rewarding to “do” rather than just donate!”
— Smith Mackie
Smith Mackie’s 60 hour project resulted in $10K saved for CAFF.