At A Glance
The Stone Dry Company aims to prove sobriety is awesome through the power of community. Donors, sponsors, business partnerships, and grants enable Stone Dry to operate and run successful programs for their community.
Multiply the Mission implemented opportunity and grant lifecycle tracking, along with comprehensive reporting tools, to help the staff effectively manage opportunities, monitor engagement, and steward key relationships.
Industry
Nonprofit
Area
Fundraising & Development
Challenge
Stone Dry lacked a centralized CRM to effectively manage stakeholder relationships and fundraising opportunities. Key donor and grant information was spread across a giving platform and a separate communications system, making it difficult to maintain a complete view of engagement and pipeline activity.
Solution
Multiply the Mission implemented Salesforce opportunities to bring sponsorship and grant data into a single system. The solution provided structured pipeline management, enhanced visibility into engagement activities, the ability to forecast opportunities, and actionable reporting that enables staff to make informed decisions and strengthen relationship-building efforts.
Deliverables
Designed and implemented custom Grant and Sponsor fields to capture and track critical Opportunity-specific data.
Created custom Grant and Sponsor record types to support unique business processes and improve data organization.
Developed custom Grant and Sponsor sales processes to streamline opportunity management and align with organizational workflows.
Built custom Grant and Sponsor Path configurations to provide lifecycle visibility and guide users through key stages of grant and sponsorship management.
Impact
3
Key Processes Streamlined
2
Systems Consolidated
360
Degree View of all Key Stakeholders
Project Gallery
Grant Record
Created a Grant record structure to capture and manage key grant information, improving organization, visibility, and tracking throughout the grant lifecycle. This solution enables teams to monitor grant details, milestones, statuses, and important dates to support effective grant management and reporting.
Sponsorship Record
Created a Sponsor record structure to capture and manage key sponsorship information, improving organization, visibility, and tracking throughout the sponsor lifecycle. This solution enables teams to monitor sponsor details, statuses, and important dates to support stronger relationships and reporting.