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Tracking Donors & Increasing Communication:
A Case Study
Introducing charity: water
charity: water is non-profit organization
focused on bringing clean and safe drinking
water to t...
Why charity: water Picked Cirrus Insight
charity: water was originally using a different
app for inbox productivity, but d...
Value of Historical Knowledge
“If you’re going to invest in Salesforce,”
Ramanathan said, “the automation of
tracking dono...
A Cirrus feature that has made an
exceptional impact on increasing
communication, while maintaining a
small team size, is ...
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charity water Case Study

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Discover how charity: water uses Cirrus Insight to track donors and increase communication.

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charity water Case Study

  1. 1. Tracking Donors & Increasing Communication: A Case Study
  2. 2. Introducing charity: water charity: water is non-profit organization focused on bringing clean and safe drinking water to the 663 million people on the planet who don’t have access to it. They work on projects in 24 countries to bring safe water to those who need it. The organization is designed to run like an efficient tech-startup. All public donations go towards clean water projects. I talked with Egu Ramanathan, a Stewardship Associate, at charity: water about their experience onboarding and using Cirrus Insight. Egu Ramanathan, Manager, Stewardship Associate
  3. 3. Why charity: water Picked Cirrus Insight charity: water was originally using a different app for inbox productivity, but decided to reevaluate after switching their organization to Salesforce.“We wanted the best tool to log notes and track donor engagement,” Ramanathan said. IT took the lead on figuring out which app to use, but the whole team agreed that Cirrus was the preferred tool based on the Book Meeting feature, depth of Salesforce integra- tion, presentation of information, mobile app, and reputation. Historical sync was essential for immediately getting all their past emails into Salesforce. The ability to not only see Salesforce info, but edit it from the inbox was also a big win for the team. “The team went with you all [Cirrus], and we don’t regret it!”
  4. 4. Value of Historical Knowledge “If you’re going to invest in Salesforce,” Ramanathan said, “the automation of tracking donor activity is hugely valuable for efficiency and transparency.” The development team had struggled with, “creating a systematic process to track leads in the past.” With Cirrus, the team was able to sync Salesforce and Gmail meaning all communica- tions could be tracked and historical knowledge could be saved for later reference. That knowledge comes in particularly useful transitioning relationship managers. Instead of worrying about dropping the ball, new managers can reliably get up to speed immediately. The calendar tracking abilities of Cirrus have also come in useful when tracking meetings for founder of charity: water. Small coffee meetings are able to make their way into Salesforce to keep a full track record of past conversations.
  5. 5. A Cirrus feature that has made an exceptional impact on increasing communication, while maintaining a small team size, is Campaigns. Cirrus helps users bring in Salesforce lists and Salesforce templates to create Cirrus email templates. Improvements in Donor Communication “The easy ability to send personalized emails, for say 50 donors takes much less time, and allows for more communication,” Ramanathan said. Already this increased capability is helping out in the office. Every January, charity: water sends out a massive amount of communication with new and recurring donors from December, which is when they raise roughly 60% of their donations for the year. In the past, they’ve usually only been able to keep up with top donors by emailing them one to one, but with Campaigns they’ve been able to dramatically increase the amount of communication with donors. “We look forward to seeing the fruit we bear from the increased outreach.” Cirrus Insight has helped the charity: water team make the most of both their donors’ and their own time, and has become an essential app for the organization.

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