The Alfred Foundation:
Salesforce and Ortto Implementation for a Health Foundation
Trust and collaboration in partnerships
The Alfred Foundation is one of Australia's most respected health foundations, raising funds for the Alfred Hospital to foster innovation and enhance patient care. Clara Partners worked with their team to modernise their donor engagement platform, integrating Salesforce with Ortto to create stronger, more reliable supporter communications.
Introduction
How we helped The Alfred Foundation build stronger donor relationships more efficiently - a demonstration of the harmonious partnership between The Alfred Foundation, Clara Partners and Ortto.
The Alfred Foundation’s mission is to raise funds for the Alfred Hospital, fostering innovation and enhancing patient care, research and equipment. They understand that powerful and clear communication is essential to generate vital support and awareness.
The challenge
For years, The Alfred Foundation relied on an email platform that had simply been outgrown. It was a friction point that limited their ability to engage their community effectively - outdated, clunky, difficult to use and without SMS integration.
Our solution
We recommended The Alfred Foundation make the switch to Ortto to get more out of their Salesforce data, build stronger donor relationships, streamline operations and regain lost time. Together, we implemented personalised campaigns that generate donations and awareness. This translated into a 60% increase in their open rate and 3% increase in click-through rate. We built internal workflows that streamline their operations, ensuring their data across both platforms is now reliable.
The partnership
By migrating to Ortto we helped The Alfred Foundation move beyond the constraints of outdated technology to achieve sustainable and powerful supporter engagement. This is just one example of how we have collaborated with the team over the three years we have been working together. They look to us to help strengthen their internal data and systems team, offering support and guidance across Salesforce and their integrated systems.
Key results
• 60% increase in email open rate
• 3% increase in click-through rate
• Reliable data across Ortto and Salesforce
• Streamlined internal workflow
“We have worked with Clara Partners for a long time and it is always a pleasure working with them. Lauren is extremely knowledgeable and she always works hard to achieve our desired outcomes. We always feel confident we are in safe hands.”
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