Industry
Nonprofit/Charity
Challenge
Lack of a single source of truth for data; substantial difficulty in forecasting and attributing donations; inability to differentiate between one-time and regular donation types.
Results
Achieved a centralised single source of truth for all donations; clear differentiation of donation types; accurate forecasting of monthly estimates; clear identification of donation sources.
Key Service
Dynamics and HubSpot Integration
All training has been clear and concise, we are coming to the end of our implementation and everything so far has gone swimmingly. We wanted the right partner for a tricky crm move and we definitely chose right. I will be recommending inbound to other partners I work with. All round, excellent job!
About Islamic Help
Islamic Help is a UK-based Charity that works to deliver sustainable solutions to empower people in need. Their primary focus is on making a tangible impact on communities, extending beyond charitable acts to sustainable change and improvement. Their work is underpinned by core values of honesty, transparency, integrity, and accountability.
The Challenge
Islamic Help faced operational hurdles in efficiently managing their charitable donations, forecasting, and reporting because they lacked a single source of truth for their data. This absence made it impossible to differentiate between one-time and regular donations, hindering proper record maintenance and communication strategies. Consequently, they could not accurately forecast monthly donation amounts, which impacted resource allocation and strategic decision-making.
Solution
Inbound FinTech employed a strategic approach to configure HubSpot and successfully migrate the extensive database and integrate with Stripe and Zapier.
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Centralised Data: Successfully migrating the extensive database into HubSpot established a centralised, single source of truth for the company.
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Donation Categorisation: Purpose-built pipelines were meticulously configured to identify donation types (one-time vs. regular) quickly, resolving the categorisation issue.
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Attribution Granularity: The introduction of custom objects, tailored for specific initiatives (like orphan donations), added granularity and the ability for easy customer segmentation.
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Forecasting & Functionality: Seamless integration with Stripe and the incorporation of Zapier streamlined data flows. This provided real-time data to resolve forecasting issues and elevated the functionality of the donating system.
The Results
The successful integration of HubSpot, Zapier, and Stripe resulted in a complete overhaul of the donation management system. The core achievement was establishing a centralised single source of truth for all donation data, which directly addressed reporting and strategic decision-making challenges. The tailored solution provided functionality to:
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Differentiate between one-time and regular donation types using purpose-built pipelines.
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Enable accurate forecasting on monthly donation estimates to support financial planning.
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Allow clear identification of donation sources for improved marketing attribution and transparency.
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Add granularity to data through custom objects, tailored for specific initiatives like orphan donations.
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