Zenn for Good: A pledge to Allegiant

Partnering for success

Zenn for Good’s end goal was to implement Salesforce Nonprofit Success Pack (NPSP) for Allegiant Giving and train their trainer on the form, function, and value of new assets added to their org. The work included implementation, training, and adoption of Lead, Activity, and Beneficiary management, along with reports, dashboards, and best practices. We also structured these assets for scale, anticipating the organization’s growth.

Allegiant Giving’s mission is to integrate 1% of military personnel back into society through its 5-step battle plan. Their benchmark target is 2,500 transitioning military clients. They are on track to meet and exceed that number, which made implementing NPSP quickly a priority. The system provides a stable foundation for expansion.

Activity Management

We used Salesforce’s activity logging to standardize communications between contacts and the Allegiant Giving team. Veteran success coordinators and administrators can now log calls, emails, and tasks via the Activity tab. This makes communications trackable and allows team members to assign or escalate tasks when needed.

Job Opportunity Management

We set up functionality to separate learning and job opportunities, apply filters, and connect them to contacts. Enrollment or employment status now shows on a contact’s related list. If an opportunity goes unfilled, it returns to the available pool for another beneficiary. We also created process paths so coordinators can quickly see where a beneficiary is in their lifecycle.

Lead Management

Lead information was restructured for clarity and efficiency. Required fields were added, and Web-to-Lead was implemented with queue routing. Beneficiary lists now include filters for skillset, security clearance, geography, and military position, so placement into jobs is faster and more accurate.

Scalability

We prioritized building a strong foundation within project constraints, while providing guidance and best practices for future growth. Where certain services fell outside of scope, we provided references and training examples to prepare their team for later expansion.

Reports & Dashboards

Ten report summaries were built to track key stages in the beneficiary lifecycle. We also created a dashboard for Allegiant Giving’s SkillBridge program, designed as a template for additional dashboards as their needs grow.

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Results

Thanks to the implementation of activity and lead management, activities logged and tasks assigned could now be easily reviewed by the Allegiant Giving team, and more precisely, their veteran success coordinators. The lack of missing contact information also means that beneficiaries could be reached more often. By converting leads into contacts, Allegiant Giving could now have some semblance of a beneficiary lifecycle and visual pipeline.  

By connecting beneficiaries to job opportunities or education programs, unused resources could be recycled for other beneficiaries instead of falling to the wayside. Team members could see the status of a contact quickly or summarize their opportunities in a report. Implementing reports, visual paths, and dashboards allows Allegiant Giving to summarize their achievements and progress quickly for investors, hiring partners, and overall reporting of their impact. Additionally, they are able to internally see which team members are contributing the most to completed tasks and events to have a basic metric for organizational productivity.

“I mean, we really appreciate this. We’ve already talked about it with our marketing team and we’re going to continue to...talk about how great you guys are...This is going to change our entire business around. So happy to have this opportunity to work with you.”

— Marcus Haney, Director of Strategic Partnerships for Growth Factory and President of Allegiant Giving Corporation

Of course, if given the opportunity, the Allegiant Giving and Zenn for Good teams that collaborated on this project would love to meet in person and explore their respective campuses. In maintaining our partnership with Allegiant Giving, we left with hopes that they won’t hesitate to contact us when their organization has expanded. We’ll have new implementations and developments waiting in the wings for them when that call comes. As this Zenn for Good team thoroughly understands the personalities and unique spirit of Allegiant Giving, we believe both parties could make another amazing project happen and—in tandem—help a lot of people.

About Allegiant Giving

‍Allegiant Giving is a community committed to supporting United States military veterans in education, employment, and entrepreneurship. If you would like to get involved with Allegiant Giving, you can head over to their website and learn more about their cause, their programs, and even pursue enrollment. If you would like to donate directly to their cause, you can donate via their givingfuel page.

If you would like to join an event to help them out in the immediate future, Allegiant Giving will be hosting their 5th Annual Charity Golf Tournament on September 9th at The Ridge Golf Course in Auburn, California. More information can be found on their Facebook page.