Skip to main content

Customized Klipfolio Dashboard for a Fundraising Company

Here is an case study on Customized Klipfolio Dashboard for a Fundraising Company.

What is Klipfolio?
It is  an online dashboard platform for building powerful real-time business dashboards for your your clients or team.

The Customer in this case study

The client is an eminent fundraising company with a large donor database and crowdfunding management,  and a constant necessity for campaigns, to name a few.

The Challenge

As it was a fundraising company, the client needed to keep up a lot of a great amount of data securely, including, details of all loyal donors, prospect donors,  and campaigning details, be it administrative or financial. It was not an easy task to Handle all these data and more importantly it was time-consuming as client was using the wrong tools to obtain a fundraising metrics dashboard.
One can agree that a process of managing to fundraise requires, a Business dashboard software, that can sort, handle, analyze and report the growth of the company in a simple and uncomplicated manner by considering multiple criteria including online social outreach among others.
Read more to know Technologies and tools used to provide the solution : https://www.infomazeelite.com/customized-klipfolio-dashboard-for-a-fundraising-company-a-case-study/

Results

The fundraising company came to Infomaze with an issue, its inefficiencies in the workflow that was making the organisation to wastefully lose many of its resources. Infomaze's developers, came up with a solution which helped the fundraising company overcome the issue and also helped them in improving their workflow.
The client was easily able to access and manage their CRM data as it was available on one single platform after our system integrators helped them integrate their Salesforce CRM and Infusionsoft CRM data into Klipfolio dashboards.
Infomaze Elite

Contact Info
Phone: +91 821 234 0437
Email: info@infomazetech.com

Comments

Popular posts from this blog

Top CMS Web Development Services Provider

  CMS DEVELOPMENT SERVICES Enterprises worldwide are using CMS services to manage and modify their website content. At Infomaze, we can build everything from a basic CMS to an advanced enterprise solution. We are well versed in Drupal, WordPress, Joomla, Kentico, SharePoint, Umbraco, and more. No matter how complex your requirements are, our expert developers can do it all. Being a custom CMS development company, we have built easy-to-use CMS solutions for businesses across various domains and help organizations with their unique content management requirements, from custom modules, tools integration, campaigns, themes, to workflow processes. Our highly skilled and passionate team of CMS developers closely work with our clients to ensure timely delivery and high-quality solutions. Our solutions are tailor-made to suit your specific business needs from technical scalability, performance, to business logic. Do you have a fantastic CMS development idea? Contact our team, and we will ...

Lob and Zoho campaign integration to automate mails.

  Zoho CRM integration for email automation — A case study Customizing emails to increase error-free productivity and increase the ROI on offline communication The Client: A mortgage company in Texas providing competitive home finance solutions. The client is a mortgage company in Texas that helps customers find potential homes and offer a wide range of loan solutions. Sending an enormous number of online and offline communication to customers on services and payment reminders was a counted task. The client asked us to provide a solution to structure the mails management system efficiently. Infomaze stepped in with its customized approach in integrating with the Lob and Zoho campaign to automate and ease the process of sending the mails. The Challenge: Customizing the mail for different leads The client had a basic approac h  in sending mail to its customers. The client had to personalize content for the emails and letters before sending them to leads and customers. With massi...

Mastering Backtesting in Algorithmic Trading: A Developer's Guide

  In the world of algo trading , where every microsecond counts and decisions are made at lightning speed, the importance of backtesting cannot be overstated. Backtesting is the process of evaluating a trading strategy using historical data to see how it would have performed in the past. It's a critical step in the development and optimization of trading algorithms, helping traders identify flaws, refine strategies, and ultimately increase profitability. However, mastering backtesting requires more than just throwing together some code and running it against historical data. It demands meticulous attention to detail, adherence to best practices in software development, and the utilization of advanced tools and techniques. In this blog post, we'll explore the essential best practices for backtesting in algorithmic trading, all while subtly showcasing how Infomaze can help streamline this process. Define Clear Objectives : Before diving into backtesting, it's crucial to defin...