Overview
Automating CRM Contacts and Mailing Lists Creation from Donations: A Case Study on JiaminiZapier |
Education Finance & Insurance | |
Building Automation & Control Leasing Finance Automation | |
Operational Impact
The implementation of Zapier has significantly improved Jiamini's operational efficiency. The automation of donor information management has eliminated the need for manual data entry, reducing the risk of errors and freeing up valuable time for the volunteers. The real-time tracking of donations has improved transparency and accountability, enhancing the trust of the donors. The automatic addition of Salesforce contacts to a MailChimp list has streamlined their communication process, enabling them to keep their donors informed about the impact of their donations. Overall, the use of Zapier has enabled Jiamini to remain a small charity doing big work in Tanzania. | |
Quantitative Benefit
Automated creation of contacts in Salesforce from new donations, eliminating manual data entry | |
Automated addition of Salesforce contacts to a MailChimp list, enabling efficient communication with donors | |
Real-time tracking of each donation as an opportunity in Salesforce | |