Mental Health America
Streamlining for staff success: making the move from Luminate CRM to NPSP
Mental Health America (MHA) was created in 1909 to address the needs of those living with mental illness and promote mental health as a critical part of overall wellness. Since then, MHA has become the nation’s leading community-based nonprofit promoting mental health. MHA’s programs fall into three main areas – policy and advocacy; education and outreach; and information and referral services – each of which program areas encompass a variety of initiatives offering tools and resources for supporting mental wellness.
MHA was using highly customized versions of the Luminate Customer Relationship Management (LCRM) and Luminate Online (LO) systems which had aged poorly, no longer served MHA’s complex needs cost-effectively, and would become obsolete in June 2022. Fíonta worked with MHA staff to demonstrate how Salesforce NPSP could meet their needs and to build an appropriate training plan for adoption success across phases.
Challenges
- User adoption of LCRM had been historically poor.
- Business processes needed to be reviewed and streamlined as part of the migration to a new CRM to ensure that the new solution was fully leveraged.
- Data needed review, cleaning, and deduplication prior to migration.
Solutions
- Configured Salesforce Nonprofit Success Pack (NPSP) for MHA’s specific needs in contact management, affiliate management, donor management, and external communications (among other areas), mapping functionality to updated business processes developed collaboratively with MHA where necessary.
- Integrated several key third-party systems, including Classy, Eventbrite, Salsa Engage, Shopify, and solutions for batch gift processing and document generation.
- Deduplicated date and transformed prior to migration from LCRM to Salesforce.
- An emphasis on data hygiene, both in training and within the NPSP instance itself, helps keep data clean and avoids duplication.
Results
- Full 360-degree view of constituents
- Key third-party systems now integrated
- Clean, deduplicated data post-migration
Databases can be really scary for nonprofits like ours. We don't have dedicated database analysts on staff, so this kind of project requires a lot of trust. That's one great thing about Fíonta—you can trust them with your data and your nonprofit's future.
Project Highlights
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Discovery-driven configuration
Fíonta ran a thorough discovery process before building, then configured NPSP around MHA's actual needs across contact, affiliate, and donor management rather than a generic setup.
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Third-party system integration
Classy, Eventbrite, Salsa Engage, Shopify, plus batch gift processing and document generation tools were connected directly into NPSP, replacing a patchwork of disconnected systems.
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Clean migration from LCRM
Data was reviewed, deduplicated, and transformed before moving from Luminate CRM to Salesforce, with data hygiene built into both training and the NPSP instance itself.
Project Summary
Fíonta partnered with Mental Health America to migrate the organization off its aging, highly customized Luminate CRM and Luminate Online systems before they became obsolete, moving MHA onto Salesforce Nonprofit Success Pack (NPSP). After a thorough discovery process, Fíonta configured NPSP around MHA’s actual business processes for contact, affiliate, and donor management, cleaned and deduplicated the underlying data, and connected key third-party systems including Classy, Eventbrite, Salsa Engage, Shopify, and tools for batch gift processing and document generation.
Outcomes
The result is a CRM staff can fully leverage: a 360-degree view of every constituent, systems that talk to each other instead of operating in silos, and data hygiene practices built into both training and the platform itself to keep records clean going forward.