Salesforce Integration & Strategic Tech Partnership
Products Used
NPSP
Form Assembly
DonorBox
Zapier
Higher Logic
Program Management Module
Client
The Policy Circle
Since
2022
Location
Wilmette, IL
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Maintask has been an invaluable partner to us as we have rebuilt our Salesforce data infrastructure. They have a deep bench and their entire team is responsive, respectful, helpful, knowledgeable and a true pleasure to work with. They get my highest level of endorsement.
Kristy Kuna
Chief Strategy and Operations Officer
Client Profile
The Policy Circle is a nonprofit organization dedicated to advancing women’s leadership and civic engagement through public policy dialogue. Their mission is to equip women to become informed and active participants in the policy-making process, empowering them to drive change in their communities and beyond.
Challenge
As The Policy Circle grew, its decentralized tech stack created operational complexity. The challenges faced included:
- Fragmented Systems & Data Silos: Donation platforms, event forms, membership access, and donor engagement lived in separate tools with no single source of truth, resulting in duplicate work and inconsistencies.
- Limited Visibility: Leadership lacked real‑time programs and fundraising dashboards to guide strategy.
Scaling Technology Stack: Future growth required a reliable, integrated platform that could expand with TPC’s programs–without adding complexity.
Solution
Maintask became The Policy Circle’s long-term strategic IT partner through its Salesforce Support+ managed services package.
Key initiatives focus on Salesforce-centered integration across platforms and workflows:
- Salesforce NPSP + Donorbox: Donations processing was moved to Donorbox, now fully integrated with new opportunity setup in Salesforce NPSP, which serves as the central hub for contacts and donations, providing deeper donor insights.
- Event Management: Maintask integrated FormAssembly to feed event‑registration data directly into the Program Management Module in Salesforce.
- Membership Portal Backend: Salesforce was integrated as the backend for a Higher Logic-powered membership platform, enabling streamlined access management and improved visibility into member engagement.
- Website Integration: Member access is checked against the membership data in Salesforce and opens a gated content without a need for login.
Ongoing Support: Provided critical services across cybersecurity, training, and technical web support, acting as the de facto IT team.
Results
By positioning Maintask as an extension of its internal team, The Policy Circle gained:
- Unified Ecosystem: Donations, events, community, and membership data now flow into a single source of truth in Salesforce, eliminating silos and duplicate effort.
- Improved Fundraising Efficiency: Real‑time donation sync supports targeted campaigns and data‑driven decisions.
- Time savings: Automations across all platforms, event, donor, and membership pipelines.
- Enhanced Member Engagement & Insights: Members access tailored content through a self-service portal with role-based access, while Salesforce tracks their activity and combines it into a single engagement score used to refine content suggestions and boost participation.
Reliable Tech Partnership: Maintask’s Support+ model ensures stability, scalability, and peace of mind for the entire organization.
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