An educational organization partnered with Trinity Relationship Management to enhance donor communications and improve the acquisition and management of grants and funding through Salesforce Sales Cloud and Mailchimp integration. Our solution included Web-to-Lead form implementation for capturing funding leads directly from the organization's website, syncing these leads into Salesforce and Mailchimp audiences for campaign execution and follow-up.

Donor & Grant Management for Public School System

  • Inefficient donor and funding lead management processes.

  • Manual workflows resulting in errors and missed opportunities for grants.

  • Lack of integration between lead capture, Salesforce, and outbound communication tools.

CHALLENGES

SOLUTION

  • Implemented Salesforce Sales Cloud for centralized donor and grant lead management.

  • Built Web-to-Lead forms to capture funding prospects from the website.

  • Integrated Salesforce with Mailchimp to automatically sync leads into targeted audiences.

  • Enabled campaign synchronization between Salesforce and Mailchimp for consistent outreach.

  • Automated communication workflows and improved data structures for accuracy and scalability.

  • Delivered staff training to ensure adoption and long-term success.

RESULTS

  • Enhanced donor and funding source communications through seamless Salesforce-Mailchimp integration.

  • Increased ability to secure and manage grants with automated campaign execution.

  • Improved visibility into lead capture and funding outreach performance.

  • Greater efficiency and scalability for ongoing grant acquisition efforts.

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