Empowering Purpose Driven Impact For Charities

Transforming one of the UK's largest Charity operations through Salesforce NPSP

Platform

Non profit Success Pack (NPSP), Sales Cloud, Custom Integrations

Location

London, UK

Industry

Charities & Non-Profits

Project

Long term Salesforce NPSP implementation with automation, integration, and data centralisation

Company Profile

This UK headquartered international nonprofit plays a pivotal role in environmental certification, promoting sustainable practices across forestry, agriculture, and tourism. With operations spanning multiple continents, the organisation partners with governments, communities, and corporations to build a more sustainable future. For over three years, Logic Mount has been their trusted Salesforce partner, supporting their mission to create meaningful environmental impact through technology.

The Challenge

As a rapidly scaling nonprofit with global operations, the client relied on an assortment of disconnected platforms including Outlook, SharePoint, Classy, NetSuite, and SnapLogic to manage fundraising, stakeholder relationships, and internal workflows. This created siloed data, redundant manual processes, and a lack of transparency across teams.

The main challenges included:

Disjointed systems and scattered constituent data
Inefficient manual workflows for grants, donations, and approvals
Limited collaboration across global teams
Difficulty tracking and reporting on impact and fundraising efforts
Lack of a unified platform to manage stakeholders and programs

Despite their mission-driven culture and strong field operations, technological fragmentation was becoming a major barrier to operational excellence and mission delivery.

The Objective

The organisation partnered with Logic Mount to transform their systems and drive operational harmony. Having worked closely with the nonprofit for over 3 years, our goal was to:

Implement a single source of truth using Salesforce NPSP
Automate key processes like donations, grants, and opportunity tracking
Enhance collaboration using Salesforce-native tools
Enable real-time access to constituent and program data
Improve executive visibility into metrics and donor engagement

Ultimately, the organisation sought a future-ready system to support their global sustainability efforts, streamline back-end operations, and improve stakeholder engagement at every level.

The Logic Mount Solutions

Over a 3 year partnership, Logic Mount built a personalised Salesforce solution using the Nonprofit Success Pack (NPSP), automations, and API integrations to support the nonprofit’s mission. In recognition of their budget constraints, we offered exclusive discounts, reflecting our commitment to empowering organisations that drive meaningful impact through efficient, purpose-driven technology.

NPSP Implementation: We structured data using NPSP’s flexible objects, organising donations, gifts, grants, and opportunities by constituent. Custom objects and workflows ensured clean, actionable data for every department.
Business Process Automation: Using Lightning Flows and automation scripts, Logic Mount digitised business approvals, donation tracking, and grant workflows, significantly cutting down manual work.
Collaboration Tools: We enabled Salesforce Chatter and attachment features, allowing departments to store, discuss, and share documents in one place, reducing dependency on external systems like SharePoint.
System Integrations: Disparate tools were integrated through SnapLogic and native APIs, bringing donation records, partner interactions, and finance data under one roof in Salesforce.
Custom Dashboards and Analytics: Custom dashboards were created to help leaders gain access to real-time reports on donation trends, grant cycles, stakeholder engagement, and operational metrics, for making smarter decisions.

The Stages

Using our Agile Delivery Framework, we collaborated closely with stakeholders to deliver the project in clear, iterative stages. Over three years, our experts have focused on usability, scalability, and aligning technology with their mission to make sure the solution evolved with their needs.

Discovery & Planning

We mapped departmental workflows and conducted technical audits. Personas representing partners, donors, and field teams were used to align the Salesforce structure with real-world needs.

Salesforce NPSP Configuration

Logic Mount configured NPSP to support grants, donation pipelines, volunteer management, and project tracking. Constituent categories were fine tuned to reflect the complexity of their UK network.

Automation Layer

Lightning flows were developed to handle document approvals, reminders, and escalations, creating a responsive and time efficient user experience.

Integration Phase

We connected Salesforce with key systems like NetSuite and Classy, ensuring that critical finance and fundraising data flows in real time to Salesforce. This eliminated duplication and streamlined operations.

Testing, Training, and Deployment

Stakeholder testing cycles were conducted in a live sandbox. Once finalised, Logic Mount delivered tailored training for internal teams, from donor engagement specialists to finance managers.

The Result

The organisation now runs a fully integrated and automated Salesforce platform that serves as the backbone for their global nonprofit operations.

The Core Outcomes:

100% Centralised Data: All constituents, donations, grants, and communications are now tracked in one source of truth.
90% Reduction in Manual Work: Automated workflows drastically reduced time spent on repetitive tasks.
80% Improved Insights: Leadership dashboards provide real-time visibility into organisational impact, funding, and outreach.
Faster collaboration: Teams can share documents, notes, and updates across borders without switching tools.
Scalability & Flexibility: The platform is now fully equipped to grow with their evolving global mission.

With Logic Mount’s ongoing support, the nonprofit now operates with agility, transparency, and efficiency, delivering greater global impact through a scalable, fully integrated Salesforce platform.

"

"We’re a mission-first organisation, and technology always felt overwhelming, until Logic Mount came along. Their understanding of both technology and the nonprofit space made this a seamless experience. The fact that they’ve extended discounts consistently over the years speaks volumes about their values. Thanks to them, we now spend less time on admin and more time making a difference."

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Head of Partnerships

Ready to turn your mission into momentum?

Logic Mount empowers charities and nonprofits with scalable Salesforce solutions that drive deeper connections, smarter fundraising, and greater impact.

Contact us today to explore how we can support your cause with technology that serves.

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"Logic Mount has been a reliable development partner, helping us customise and optimise our Salesforce environment to better support our internal workflows. Ash and his team are responsive, knowledgeable and consistently delivering high quality work on time. I cannot recommend highly enough."

Tyler Scott, Product Director

"Working with Logic Mount has been a game changer for our CRM. They helped us streamline complex integrations and improve system performance across our internal dev teams. Their developers are fast, detail oriented and easy to work with. They really understand the demands of a growing solar business like ours."

Brian Turner, Head of Solutions

"Logic Mount brought the technical expertise we needed to scale our Salesforce platform. They completly customised our CRM to our needs. Their team delivered effective solutions that aligned with our sales and customer support KPI's. Their responsiveness and reliability make them a dream partner."

Rachel Kim, CRM Operations Lead

"Logic Mount has been instrumental in tailoring Salesforce to fit the specific needs of our brands. Their team understood the sensitivity and complexity of our workflows and delivered solutions that improved both patient engagement and internal efficiency. Professional, reliable and easy to work with."

Zakir Hussien, Head of Digital Performance

Empowering Purpose Driven Impact For Charities

Platform

Location

Industry

Project

Company Profile

The Challenge

The Objective

The Logic Mount Solutions

The Stages

The Result

The Core Outcomes:

"

"

—

Head of Partnerships

Ready to turn your mission into momentum?

"Logic Mount has been a reliable development partner, helping us customise and optimise our Salesforce environment to better support our internal workflows. Ash and his team are responsive, knowledgeable and consistently delivering high quality work on time. I cannot recommend highly enough."

"Logic Mount brought the technical expertise we needed to scale our Salesforce platform. They completly customised our CRM to our needs. Their team delivered effective solutions that aligned with our sales and customer support KPI's. Their responsiveness and reliability make them a dream partner."

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