“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.”
Case study: The Alfred Foundation
Trust and collaboration in partnerships
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 It was a friction point that limited their ability to engage their community effectively - outdated, clunky, difficult to use and without SMS integration.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By migrating to Ortto we helped The Alfred Foundation move beyond the constraints of outdated technology to achieve sustainable and powerful supporter engagement.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
“I’ve worked with other consultants before, but I’ve never experienced such a kind, collaborative, and highly skilled team as Clara Partners. We wouldn’t have been able to effectively run our fundraising programs without these critical improvements.”
Case study: Climate Council
A story of trust and transformation
Introduction
The Climate Council stands as a powerful voice for a sustainable future - a fearless champion of the climate solutions Australia needs. Yet, like many vital nonprofit organisations, their capacity to drive this mission forward was constrained by their core technology; specifically, an inflexible and unreliable regular giving platform.
At Clara Partners, we understand that every moment spent wrestling with inaccurate data is a moment lost for advocacy. The Climate Council needed more than just a migration; they needed a renewed foundation of trust in their data to ensure their sustainable fundraising could power their critical work.
The challenge
The Climate Council faced a legacy of problematic data. A previous Salesforce migration left their regular giving program in disarray, with missed payments and inaccurate records. The team couldn’t trust the data, which created inefficiencies and workarounds.
Our solution
We stepped in, recognising the need for both expertise and empathy. Our strategic move was implementing Raisely for regular giving, a highly effective and cost-efficient alternative. Our mission: to create a seamless, live data flow into Salesforce, making it the Climate Council’s single source of truth.
The impact
Flawless go-live: Meticulous coordination and close collaboration with partners like Raisely, MoveData and Salesfix ensured a smooth and precise transition. Not a single incorrect charge or missed donation.
Trusted data: We restored five years of lost or corrupted donor data, meticulously gathering information to ensure their records were clean, accurate and reliable.
Building internal strength: We provided comprehensive reports and training, ensuring the Climate Council team could independently track and manage their programs.
Empowered donor engagement: New Raisely forms revolutionised their donor interactions with greater flexibility and functionality.
Case study: Uniting Vic.Tas
Helping find stability after a difficult CRM journey
Introduction
When Uniting Vic.Tas reached out to us, they were not just dealing with system issues. They were dealing with exhaustion. After investing heavily in replatforming, processes were broken and data was still unreliable. This left the team frustrated, overwhelmed and unsure where to turn next.
The challenges
Supporter data they could not rely on - records were duplicated, overwritten and inconsistent
Payment systems that felt fragile - legacy and customised setups created uncertainty
A CRM that was far too complex - over-engineering slowed people down rather than supporting them
How we helped
Rather than adding more customisation, we focused on streamlining the original solution and automations, rebuilding stability and confidence from the ground up.
Restored trust in supporter data by identifying and eliminating duplicate records, reducing noise and making reporting easier and more reliable
Sought the simplest, most scalable path forward and advised ways to reduce technical debt at every opportunity, enabling a secure, modern payment process
Supported Uniting Vic.Tas to establish strong CRM governance and a dedicated internal owner, shifting the organisation towards strategic simplicity
The result
Uniting Vic.Tas is no longer operating in crisis mode. Their systems are stable, their data is trusted and their payments are secure. Most importantly, their team feels empowered again. We helped restore confidence, clarity and the ability to focus on what truly matters: supporting the community.
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