Advancing humanitarian impact through Salesforce innovation

Client background

A global humanitarian organization operating in more than 55 countries sought to strengthen its internal processes to better advance its mission of preventing, detecting and treating hunger and malnutrition, while supporting communities in building long-term resilience. The organization delivers large-scale nutrition, health, water and sanitation, food security and emergency response programs funded through diverse channels including fundraising campaigns, individual and corporate giving, global partnerships and advocacy efforts. Over the past 30 years, they have helped reduce the world’s proportion of undernourished people by half, with significant impact in regions such as Somalia, South Sudan, Haiti and Zambia. 

The business challenge

The organization’s marketing, CRM and fundraising systems were fragmented, limiting visibility into constituent data and hindering cross‑team collaboration. Inefficient and redundant workflows slowed operations, while manual communication processes made it difficult to engage donors at scale. Reporting and analytics were also constrained, preventing teams from easily monitoring performance or making timely, data‑driven decisions. The organization needed an integrated, streamlined and insight‑driven technology foundation. 

Strategy and solution

The solution centered on consolidating marketing, CRM and fundraising functions from their legacy suite of systems into Salesforce Nonprofit Cloud, creating a single, unified ecosystem for constituent data. Through upstream and downstream integrations, the organization gained greater visibility, enabling teams to work more collaboratively and efficiently. Existing workflows were analyzed and re-aligned to eliminate redundancy and uncover opportunities for process improvement.

Communication journeys that had previously required manual oversight were automated, allowing the organization to deepen engagement and personalize outreach at scale. Additionally, comprehensive reporting and analytics capabilities were introduced to help staff proactively monitor fundraising operations and make faster, data‑driven decisions.

Business outcomes 

The transformation delivered clear and measurable results: 

• 5% revenue growth in the first year 
• Approximately 1 full-time equivalent (FTE) of administrative time eliminated 
• 20% increase in constituent engagement across key communication channels 

Baker Tilly delivered a consolidated, Salesforce‑driven system that serves as the single source of truth for constituent data across the organization’s entire donor ecosystem, driving workforce efficiency and enabling sustainable growth while strengthening mission delivery.

The organization is currently on Salesforce Service Cloud helping with donor portal, gift entry tool and processes, including crypto gifts and are currently engaged with fundraising systems, digital marketing, donor management, special events and major gifts. 

Turn to Baker Tilly

Baker Tilly brings nearly two decades of Salesforce experience, combining certifications with real‑world expertise to deliver practical, mission‑aligned solutions. Our data‑driven approach helps organizations understand, organize, and activate their data to achieve strategic goals. Through our one‑firm model, clients also benefit from integrated support across finance, compliance, technology, audit and more.