Pro-bono CRM work for an Aboriginal-led organisation

The CRM had drifted from the organisation. Data values were inconsistent, undermining reporting; information lived in silos across Mailchimp, the donations platform, the e-commerce store and the website; and the metadata, the CRM’s fields and objects, had gaps in some places and clutter in others, in language that didn’t match how Children’s Ground actually talks about its work.

Three objectives shaped the reimplementation: clean up the data, standardising values so reporting could be trusted; create a single source of truth, with sound integrations pulling Mailchimp, donations, e-commerce and website data directly into Salesforce for a 360-degree view of every contact; and audit the metadata, filling information gaps, removing what wasn’t needed, and customising language to increase relevance and adoption.

A clear integration roadmap mapped requirements before any build began, and custom training left the team managing the CRM independently, the same playbook our certified consultants have applied across not-for-profit implementations, migrations and architecture builds for years.

Children’s Ground now runs on a leaner, more navigable Salesforce with reporting visibility their mission deserves: standardised data capture, integrated platforms, and a team onboarded to run it themselves.