Chesapeake Church + EBQ
EBQ helps Chesapeake Church get the most out of Nonprofit Cloud.
The Challenge
Chesapeake Church offers several different ministry programs and was looking for a way to streamline donation management for their organization.
Their regional End Hunger initiative receives donations from a variety of sources, including the church’s The Lobby Coffee Bar & Cafe, which also hosts and caters local events. Another initiative, Honduras Compassion Partners, receives both monetary and large in-kind contributions.
With so many donation sources and types, it became apparent that Chesapeake Church needed a more robust system than Quickbooks that would allow them to allocate donations and engage with their constituents.
Chesapeake Church chose to implement Salesforce Sales Cloud with the Nonprofit Success Pack. It was their goal to migrate donor data from Quickbooks and their congregation database Elexio to Nonprofit Cloud while still retaining Quickbooks for accounting purposes.
For their email marketing needs, Chesapeake Church decided to implement Salesforce Marketing Cloud Account Engagement (formerly Pardot). The marketing automation platform would allow them to automate nurture campaigns for their constituents.
Now, their team just needed some help getting started on this significant undertaking.
The Solution
SALESFORCE CONSULTING AT EBQ
After purchasing their new platforms, Chesapeake Church’s Salesforce Account Executive referred them to EBQ for help with implementing Salesforce Nonprofit Cloud and Marketing Cloud Account Engagement (formerly Pardot).
Chesapeake Church enrolled in EBQ’s Power Start program for a custom implementation tailored to the organization’s unique needs.
“Our main challenge was our limited knowledge of the Salesforce platform. EBQ helped fill those gaps,” said Matthew Wright, Administration and Accounting Director at Chesapeake Church.
EBQ helped Chesapeake Church build a thoughtful campaign hierarchy to ensure donor contributions would be allocated to the correct accounting units.
The Salesforce certified experts at EBQ also helped the church’s staff match, de-duplicate, and prepare the required data from Quickbooks and Elexio, so Chesapeake Church could make use of it within Salesforce.
On the Marketing Cloud Account Engagement (formerly Pardot) side, Chesapeake Church utilized EBQ’s Jump Start implementation program for guidance on importing and organizing contact data in their new marketing automation instance. The Marketing Cloud Account Engagement (formerly Pardot) program included fundamentals training for their marketing team, and the EBQ team created a custom landing page, form, and email template for the church.
EBQ’s consultants provided best practices for managing donations and engagement campaigns, all while providing fundamental education and strategic direction for the church’s new Salesforce platforms.
The Results
Chesapeake Church has a fully customized Salesforce CRM and a functional marketing automation platform that has launched the organization on a strategic path towards success.
EBQ set up critical organizational processes in their new CRM, enabling Chesapeake Church to accurately allocate donor funds of all sizes, types, and sources to the correct programs—providing necessary assurance they’re staying in compliance with their nonprofit status.
All their legacy donor and gift records were successfully de-duplicated, cleansed, and imported into their new CRM. EBQ’s experienced consultants helped ensure all of the constituent data was ready for day-to-day use, providing leadership the visibility they previously lacked, as well as effective data for marketing.
In addition to the best practices and strategic direction provided by EBQ during their implementation, the Chesapeake Church staff now has the Salesforce knowledge they need to scale their use of the customized platforms to effectively manage donor gifts and outbound communications to constituents.
Our main challenge was our limited knowledge of the Salesforce platform. EBQ helped fill those gaps.
Chesapeake Church x EBQ
With the help of EBQ’s implementation programs, Chesapeake Church can now utilize the Nonprofit Cloud to keep track of donor and congregational data.
