Misiones Salesianas required a solution capable of supporting its growth and improving operational capacity while ensuring accurate and transparent resource management. The main objectives were:
Centralise all information within a single system.
Particularly those related to payments and tax management.
Track funds from initial fundraising through to allocation to specific projects in the field.
Increase effectiveness through segmentation and automation.
Ensure seamless operations between the CRM, website, invoicing, and logistics platforms.
Faced with the complexity of coordinating donations, projects, and volunteer programmes across multiple countries, Misiones Salesianas needed a more integrated and efficient operating model. With redk’s support, scalable solutions were implemented to optimise key processes and strategic resource management.
Working alongside redk, Misiones Salesianas has moved from fragmented processes and distributed information to a unified, data-driven operating model.
Salesforce now provides a central platform for managing donors, volunteers, projects, and campaigns, enabling greater efficiency, stronger coordination, and improved traceability across the organisation’s international activities.
Centralisation through Salesforce and NPSP eliminated data fragmentation and enabled consistent management of members, donors, volunteers, and projects.
Automatic generation of SEPA files, processing of returns, and creation of tax reporting documentation streamlined critical tasks and reduced manual errors.
With Marketing Cloud, campaigns are planned and executed through segmentation and automation, increasing efficiency in donor acquisition and retention activities.
Through PMT, project progress and resource allocation can be monitored according to the origin of each donation, ensuring transparency and traceability.
Volunteer application, evaluation, and follow-up processes are now managed through a single platform, improving organisation and communication.
