Case Study: The Good People Fund – Quickbooks to Salesforce Integration
Challenge: The Good People Fund, a non-profit organization, needed a solution to connect their QuickBooks Desktop data to Salesforce for improved reporting and communication. Their existing system lacked the ability to provide the board with easy access to real-time donation and grant data, hindering their ability to track organizational performance and communicate effectively with grantees.
Solution: Insight Dezign implemented a system that seamlessly integrates QuickBooks Desktop with Salesforce, providing The Good People Fund with a comprehensive solution to their data management and reporting needs.
Approach:
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Data Extraction: A third-party vendor was used to extract transaction information from QuickBooks Desktop and load it into a Microsoft Access database on a scheduled basis. This ensured that the data in Access was consistently updated with the latest information from QuickBooks.
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Data Transformation: Macros were developed within Microsoft Access to manipulate and organize the data according to The Good People Fund’s specific reporting requirements. This included cleaning, standardizing, and aggregating data to facilitate meaningful analysis. Windows Scheduler was employed to automate the execution of these macros, ensuring timely data processing.
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Data Synchronization: A free online service was utilized to synchronize the processed data from Microsoft Access to Salesforce daily. This provided the board with real-time access to donation and grant information within their familiar Salesforce environment.
Results:
- Improved Reporting: The board gained access to comprehensive and up-to-date reports on donations and grants, enabling data-driven decision-making and better oversight of organizational performance.
- Enhanced Communication: Salesforce’s communication tools allowed The Good People Fund to effectively track interactions with grantees, fostering stronger relationships and facilitating efficient collaboration.
- Increased Efficiency: The automated system eliminated manual data entry and reporting processes, saving valuable time and resources for the organization.
- Cost-Effectiveness: By leveraging existing resources and free services, Insight Dezign delivered a highly functional solution while minimizing costs for The Good People Fund.
Key Takeaways:
This case study demonstrates how Insight Dezign’s innovative approach and technical expertise helped The Good People Fund overcome their data management challenges. By integrating QuickBooks Desktop with Salesforce, the organization gained valuable insights into their operations, improved communication with stakeholders, and increased overall efficiency. The solution highlights the power of leveraging existing technologies and free services to create a customized, cost-effective solution that meets the unique needs of non-profit organizations.