the backend gives back

Step one was to lose the website — it would take something bigger than a static site to engage a region’s donors, students, fund managers, and every other user persona. Instead, we engineered a dynamic web application on the world’s top CRM platform, Salesforce, and tucked it under CFR’s front-end UX. With user logins now rerouting to the Salesforce API and database, the site CMS could access Salesforce data in real time and automatically filter content to user personas. Nonetheless, the potential for CFR’s end-to-end giving was greater than process improvements.

We also activated the Create a Fund web tool, which lets users give and manage funds from CFR’s mobile or desktop. Similar to Salesforce, this integration connects to an external function of the site, specifically financial accounts, securely through Foundant. As a result, Create a Fund achieves:

Reduced redirects – Users no longer need to exit the CFR web application to securely access their financials, reducing redirects to milliseconds and maintaining consistent UX. 

Seamless setup – Fund managers and donors can effortlessly and efficiently manage their support for CFR causes, including food drives, hurricane relief, and more. 

End-to-end experiences – With Salesforce and Foundant in CFR’s web ecosystem, donors are guided to find giving opportunities without leaving CFR’s interface.