Salesforce Nonprofit Cloud Implementation and Historical Data Migration for Nonprofit Organization

Salesforce customer success story behind an organization raising funds to build schools in underserved regions, providing access to quality education for children

Salesforce Nonprofit Cloud Implementation and Historical Data Migration for Nonprofit Organization

Human Practice Foundation
Industry:
Nonprofit
Headquarters:
📍 Denmark
Number of employees:
51-200

About the Сlient

The Human Practice Foundation, established 10 years ago, is dedicated to empowering communities through holistic education and sustainable development. Operating in Nepal, Kenya, and Denmark, the Nonprofit Organization focuses on:
  • Building schools
  • Upgrading local teachers’ skills, and
  • Providing essential services like water access and agricultural support
In Nepal, the Foundation has partnered with local schools, either rebuilding or improving existing facilities and introduced programs to support both students and their families. This includes running tea farms and offering entrepreneurship programs to help parents build better businesses.
In Kenya, the Human Practice Foundation teaches agriculture, such as growing potatoes and collecting water, to ensure that families have access to food and clean water, which are key factors in keeping children in school.
The Nonprofit Organization also emphasizes child empowerment, offering programs in Denmark and Kenya that build resilience against modern challenges such as stress and depression. These initiatives aim to provide young people with the tools to overcome difficulties and thrive in life.
With 84 staff members across Nepal, Kenya, and Denmark, the Human Practice Foundation works alongside volunteers to drive its mission forward. Most of the team is locally based, with a significant number of employees in Nepal and Kenya, making it a truly community-driven initiative.
  • Nonprofit Cloud
  • Customer 360 Platform
Products used:
  • Nonprofit
Project details:
  • 6-20 Salesforce users
  • Short-term project, completed in February 2023
  • Historical data migration
  • Nonprofit Cloud implementation
Services provided:

Challenges

The Human Practice Foundation faced significant challenges managing its donor and operational data. Over ten years, the nonprofit organization accumulated a wealth of information scattered across various sources, primarily stored in Excel sheets. This fragmented approach made it difficult to maintain a unified view of its donors, leads, and donations, leading to inefficiencies and inconsistencies.
The process of consolidating this data was complex and time-consuming. Even after initial efforts to merge everything into a single file, gaps and discrepancies continued to surface, highlighting the limitations of manual data management.
To address these issues, the Human Practice Foundation decided it needed a robust CRM system.
  • Maja Buchhave Breiter
    Country Manager Denmark
    When we started looking for a CRM system, we needed something that could grow with us and potentially integrate with finance systems in the future. Salesforce stood out as the ideal solution for our needs, especially since they offered a nonprofit package that made it accessible for organizations like ours.

    We were recommended Twistellar to help with the implementation and integration.

    From the beginning, Twistellar proved to be the perfect partner. They guided us through the process with expertise, making a complex transition from years of scattered data and no CRM system seamless and manageable. Their support was instrumental in setting up a system that has truly transformed how we operate.

Solution

To address the challenges faced by the Human Practice Foundation, Twistellar provided the following services:
  • EImplementation of Salesforce Nonprofit Cloud:
It enabled the Client to centralize and manage its donor and operational data effectively.
  • Migration of historical data:
Consolidating information from Excel sheets into Salesforce ensured no valuable donor or operational data was lost, providing a unified source of truth.
  • Training and knowledge transfer:
Twistellar ensured that the team could independently manage and adapt the system post-implementation by guiding technical queries and providing practical solutions.

Scope and Process

Objectives: Improve the Human Practice Foundation’s operations, centralize donor and operational data, streamline processes, and ensure the long-term usability of the new platform.
Deliverables: Implementation of Salesforce Nonprofit Cloud, migration of 10 years of historical data from Excel to Salesforce, training and knowledge transfer to enable independent system management.
  • Maja Buchhave Breiter
    Country Manager Denmark
    What really stood out to me about working with Twistellar was their flexibility.

    As a small charity with limited resources, managing this project was an additional task on top of everything else we did. There were times when we thought we were ready with the data, only to realize we weren’t quite there yet.

    Twistellar was incredibly understanding of our situation and adapted to our pace. They recognized the challenges we faced as a small team and worked with us patiently, ensuring the project moved forward without adding unnecessary pressure. Their flexibility was truly a standout aspect of our collaboration.
human practice foundation - building schools in underserved regions
human practice foundation - nonprofit
human practice foundation schools

Results

More than a year has passed since Salesforce Nonprofit Cloud was implemented for the Human Practice Foundation, and the organization continues to adapt and optimize the CRM to enhance its mission-driven efforts.
Currently, the nonprofit organization is successfully using Salesforce in its fundraising department, and it has made significant progress in integrating the CRM with its operations. The finance department has fully transitioned to using Salesforce, eliminating the need to rely on a separate system, which has greatly streamlined processes.
Key achievements include:
Key achievements include:
  • Fundraising & finance Integration: The Human Practice Foundation now uses Salesforce to manage donor interactions and generate invoices, ensuring smoother communication between fundraising and finance teams. A pipeline for managing large donations has been established, with workflows in place to track and manage fundraising efforts.
  • Data centralization: Key data from schools in Kenya has been fully integrated into Salesforce, including important metrics on student performance, attendance, and exam results. This centralization provides the nonprofit organization with real-time insights into their educational initiatives.
  • Improved reporting: The Client now benefits from enhanced reporting capabilities, enabling leadership to track progress and performance more effectively. The pipeline tracking for donor relationships allows for greater visibility into fundraising efforts.
  • Ongoing expansion: While only a few departments are fully integrated into Salesforce, there are plans to expand its use to marketing and additional project areas. As the team continues to adapt, they are excited to take full advantage of Salesforce’s capabilities, gradually integrating more processes to reduce manual work and improve efficiency.
With the Human Practice Foundation’s commitment to further adoption, Salesforce is poised to become an even more integral tool for supporting the nonprofit organization’s mission and operations in the future.

Client Testimonial

  • Maja Buchhave Breiter
    Country Manager Denmark
    Working with Twistellar was a great experience due to their exceptional flexibility and understanding of our unique challenges as a small charity.

    Despite the complexities of migrating ten years of data, their team patiently adapted to our pace, helping us integrate everything smoothly.

    The support was invaluable, particularly in making technical concepts accessible and offering practical solutions. We truly appreciated the flexibility and the collaborative approach that made the project manageable despite our limited resources.
Would you like to explore how Salesforce can drive growth and efficiency for your nonprofit organization? In addition to our comprehensive Salesforce Nonprofit Cloud implementation services, Twistellar offers the Nonprofit Success Pack QuickStart, enabling you to begin using Salesforce within just three weeks. Contact us for more details.

Other Twistellar's Success Stories