Taking It to the Next Level

Organization: Mental Health Association in Tulsa

Tulsa, OK
Staff: 140
Annual Budget: $8 million
Constituents: 25,000
Challenge: Siloed information in multiple databases
Main Goal: Coordinated communication using interconnected information

Overview

When the Mental Health Association of Oklahoma (MHA OK) found itself with siloed information in multiple databases, the coordinated communication crucial to MHA OK's mission was threatened. To get the integrated, interconnected information the association sought, its leadership decided on MemberNation built on the Salesforce platform.

Problem

More interested in people than transactions, MHA OK wanted a 360-degree view of its constituents, and that wasn't possible with its legacy system, which was being discontinued. All event registration data was stored in a separate database, and staff had no way to easily see the different ways in which constituents engaged with the organization.

Solution

Fonteva's professional services team implemented MemberNation through migrating data from the legacy system and training staff. Now, a single constituent record in MemberNation includes contact information, donation history, event registrations and attendance, and responses to marketing campaigns. It even shows relationships between constituents, which is critical to taking MHA OK's fundraising and engagement to the next level. Fonteva also built a tool that allows MHA OK staff to create custom web forms to further engage constituents.

 

MHA OK uses these MemberNation Features

members

Donor Management

MHAOK has a single solution for managing all key data around the level of engagement.

events

Event Management

Registering the 750+ attendees for its regional conference is more efficient.

fundraising

Fundraising

Deliver strategic and targeted communications that recognize a constituent's engagement.

dashboards

Dashboards and Reports

All data resides in a single environment for better analytics.