Our experience could not have been more positive. The DCA team quickly spotted all of our issues, and worked closely with us to ensure a positive outcome. They were sensitive to our needs and our budget – invaluable for a not-for-profit organisation.
We were kept informed throughout the whole process, and made to feel as though we were in safe hands. No question was too silly, and no request was overlooked.
We are now able to easily communicate with donors, track their gifts, and quickly find registered volunteers. But most importantly, for the first time we know we can trust the information in our database. It has become our source of truth.
We can’t thank DCA enough for guiding us through this process, and for giving us a database that we can finally use!
Jasmine Flikier, Communications Manager, The Australian Literacy and Numeracy Foundation
The Australian Literacy and Numeracy Foundation (ALNF) is a registered national charity dedicated to raising language, literacy and numeracy standards in Australia. The ALNF funds six ground-breaking programs providing support and skills for more than 1,400 adults to assist more than 6000 children across 85 sites in remote and urban New South Wales, South Australia, Queensland, Northern Territory and Victoria.
The ALNF wanted a clean, accurate database for running communication and fundraising campaigns. However, the charity’s database was essentially unusable due to the sheer number of duplicates it contained. The Salesforce Supporter360 CRM system had been installed around a year earlier, and the ALNF was overwhelmed, daunted, and lacked the knowledge to identify the data issues, let alone fix their underlying causes.
ALNF contacted DCA for a database cleanse and de-duplication.
DCA’s Solution – CRM Data Cleanse, De-duplication, Standardisation and Migration
The project was far from a straightforward database clean. DCA first consulted with ALNF to determine the cause of the charity’s data issues. Once the problems were identified and resolved, database hygiene work could begin.
The main problems leading to duplicate data were:
- Incorrect configuration and set-up of Salesforce Supporter360, leading to data from key websites not being captured correctly.
- Inputting errors due to lack of data-entry training, rules and parameters.
The ALNF resolved the website configuration issues with its developers, before DCA conducted extensive testing. DCA also worked with the ALNF to establish business rules and parameters for data entry.
Once the database issues were resolved, DCA managed a complete data cleanse, de-duplication, consolidation and migration back into Salesforce Supporter360. The project was completed and the database ready for the ALNF’s biggest campaign of the year, the Wall of Hands appeal.
The ALNF’s database originally consisted of 25,886 contacts, which DCA cleansed and de-duplicated. DCA also fixed approximately 2,000 organisational records and 800 leads from the ALNF database, as well as matching and importing 6000 records back as leads from an additional ALNF website. The final, clean database contained 19,736 unique individual records: almost one-third of the total records were duplicates.
Jasmine Flikier, Communications Officer at the ALNF, outlined the following benefits of working with DCA.
DCA was able to give us a blank slate to work with and grow from. We are now able to easily communicate with donors, track their gifts, and quickly find registered volunteers. But most importantly, for the first time we know we can trust the information in our database. It has become our source of truth.
We have confidence in our data, and can use the information that has been gathered over the years in meaningful ways, such as guiding communications and tailoring responses.
The DCA team also helped us to develop a set of specific rules and parameters for our data entry. This has benefited us greatly, and will continue to do so in the long run.
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- Consolidation, Data Cleanse, Data Enhancement, Data Migration, De-dupe, Salesforce
- Not for profit