Client Story

Andy Talley Bone Marrow Foundation

Leveraging Salesforce NPSP

Andy Talley Bone Marrow Foundation (ATBMF) works with college football coaches and teams to organize bone marrow drives at college campuses. The organization uses the Salesforce Nonprofit Success Pack (NPSP) to track donations, major fundraising events, outreach to colleges, and bone marrow drives.

The organization partnered with Soliant Consulting to enhance its NPSP implementation and leverage more of its powerful functionality. Our team of Salesforce consultants and developers built functionality to track items donated to the organization for fundraising auctions and automatically email thank you notes to donors based on a complex set of donation criteria like size/type of donation, saving significant man-hours and cost of postage.

As this project focused on modernizing and enhancing an existing implementation, we helped ATBMF migrate from Salesforce Classic to Salesforce Lightning, enabling faster data entry and more tailored and robust reporting features. This included a data migration that saved significant time to load various records, such as Accounts, Contacts, and Donations. Through this process, we also underwent a significant data cleanup effort to remove duplicated data entries and trained ATBMF team members on how to maintain data sanitization moving forward.

Our team also built rollup fields to allow the ATBMF team to track key performance indicators related to the bone marrow drives they hold on campuses, such as the drives per college, participants per drive, and donors per drive. To ensure all key stakeholders could leverage the new Salesforce system, we set up tracking for bone marrow drives in an easy-to-understand visual way and built custom reports. Following the completion of development, we provided tailored training for the ATBMF team to ensure adoption went smoothly with a reduced learning curve.

We enjoyed helping our client shift focus to achieving its mission and worrying less about its operational tools. Through our significant upgrades and customizations to its Salesforce implementation, ATBMF can encourage more college students to participate in on-campus bone marrow drives and take the first step to change the life of a patient in need.

About Andy Talley Bone Marrow Foundation

The Andy Talley Bone Marrow Foundation (ATBMF) is a nonprofit organization founded by Andy Talley, Head Football Coach of the Villanova University Wildcats. The foundation has organized many opportunities to join the Be The Match Registry across college campuses nationwide.

About Salesforce Nonprofit Success Pack

Salesforce NPSP empowers nonprofit organizations to configure the platform for their specific needs. The application, free for up to ten users, sits on top of the Salesforce Enterprise edition. Soliant Consulting partners with many nonprofits and specializes in leveraging the capabilities of the platform to its fullest capabilities.

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