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Malala Fund grows a clean donor database with AddressTools

**Winner of the Salesforce 2021 Nonprofit Partner Innovation Award!**

AddressTools is the greatest gift for a database manager.

Sarah Albright, Development Associate at Malala Fund

Scaling with a clean donor database means that Malala Fund can focus on advocating for girls’ education

Malala Fund is working for a world where all girls can learn and lead. Malala Fund advocates for resources and policy changes needed to give all girls a secondary education, investing in local education leaders and amplifying the voices of girls fighting for change.

As an international not-for-profit, Malala Fund receives donations from around the world in lots of different ways. This success has brought its own huge challenge around data quality. Address data is vital for Malala Fund to connect with these supporters and the address data coming into their system was incomplete, inaccurate and inconsistent.

A growing donor database brings its own challenges

Malala Fund has experienced significant growth in their supporter base in recent years. Their global presence means they receive donations from a huge number of sources including social media, online fundraising platforms, website, physical mail and correspondence with individual high-level donors.

“Data cleaning became a full-time job in itself!” Sarah Albright, Development Associate

Malala Fund relies on the information from these sources to help them reach out to their supporters but Malala Fund had no way to ensure that the imported addresses were clean. Each platform and funding source handed over address data differently, with different abbreviations and sometimes just missing data.

This forced Malala Fund to spend hours each week of their dedicated manual administrative time to clean up their donor address data and track down their donors to ensure that correspondence, fundraising campaigns and ‘thank yous’ would reach the people supporting them.

“As a young, growing organization, you don’t realise how important clean data is.” Kanika Mannan, Corporate and Foundation Relations Officer

Future proofing Malala Fund’s data with AddressTools

“A seamless onboarding process and super quick setup.” Sarah Albright, Development Associate at Malala Fund

To solve their challenges around address data, Malala Fund installed AddressTools from the AppExchange. They set up the solution’s validation and standardization rules on the state and country fields.

This means that all of the address data they collect from different sources is clean and consistent when imported into Salesforce.

Standardizing and validating state and country data for at least 153 countries, and that list is growing…

– Saving administrative time

Malala Fund has over 240,000 addresses in its system! On a weekly and even daily basis, Malala Fund saves hours previously spent on manually cleaning up their address data. The team can put their time to much better use, leaving AddressTools to take care of their addresses.

– Peace of mind

Longer term, Malala Fund has peace of mind that all their donor address data coming into Salesforce is valid and clean when it hits the org. As a growing organization, they have a solution in place that is scalable as their donor database grows.

– Clean reporting

Malala Fund can confidently run reporting, measuring and better optimize its fundraising efforts thanks to clean and standardized donor address data.

– Better targeted campaigns

Having clean donor address data empowers Malala Fund to create targeted and strategic campaigns to drive their fundraising, like their annual year end campaign.

Why Malala Fund recommends ProvenWorks

“AddressTools will continue to save us time as our donor database grows. People don’t realise the importance of clean data in a young organization. When you get it right early, it can save you so much time and money down the road. ProvenWorks have been great to work with from onboarding through to making sure we got set up and implemented.”

Sarah Albright, Development Associate

Feeling inspired?

Get in contact with us to explore cleaning up your own address data with AddressTools. It’s that simple.

Help Malala Fund create a world where all girls can learn

Find out more about Malala Fund and support the work of educators and advocates who are helping bolster girls’ secondary education around the world.

AddressTools for Nonprofits

Whether it’s connecting with a clean donor database, managing fundraising platform integrations or sorting out existing bad addresses, we’re here to help.

Got questions? Chat to us!

Do you want to learn more about how AddressTools could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to better address data.

How PhoneTools helps Ebury with UK TPS & CTPS compliance

“PhoneTools mitigates the risk of being fined by the ICO (Information Commissioner’s Office), it is really well embedded in our Salesforce Organisation and it’s one of the best installs you can find on the AppExchange, it is simple and does what it needs to do.”

Stuart Reeves, VP Sales Technology, Ebury

The Use Case

Ebury is a financial technology company, specialising in cross-border payments, FX risk management and short-term lending. Ebury’s unique product offering helps businesses to accelerate their international growth by unlocking capital and protecting their margins. Using innovative products and technology, they are able to bring the kind of service and pricing normally reserved by banks for their largest clients to SMEs. Currently, Ebury works with over 40,000 businesses and organisations around the globe, and has traded over $19bn in foreign exchange in the past 12 months.

When making outbound calls to UK numbers, you must screen the numbers against TPS and CTPS (Telephone Preference Service) databases. Failing to do so can not only risk company reputation but also lead to a fine of up to £500,000 by the ICO. More information on this can be found here.

Ebury makes millions of outbound phone calls each year and needed a screening solution for their Salesforce environment. Manual screening was time-consuming and prone to human error, so an automated method that wouldn’t require ongoing administration was preferred. They were looking for an easy-to-use, visual solution requiring minimal user training.

PhoneTools from ProvenWorks – The Solution

Ebury discovered PhoneTools on the Salesforce AppExchange and were pleased to see it integrated directly within Salesforce, aligning perfectly with their ongoing goal of systems consolidation. It’s a simple solution that can be placed on any object to flag the record and inform users if phone numbers exist on either the TPS or CTPS databases.

Installation was ‘self-explanatory and easy’, and users only require a single sentence of training to understand the meaning of the PhoneTools traffic-light notifications – vital for rapid onboarding of new staff. Since they make the most of the automated functionality, users already have numbers screened before they go to call them.

Cost/Benefit Analysis

To avoid being fined by the ICO, you need to be compliant with the PECR and screen numbers against the TPS and CTPS databases for anyone you are making outbound calls to. The ICO has the power under PECR to impose a financial penalty on a data controller of up to £500,000. Given that the minimum purchase for PhoneTools is just £100/month this was a ‘no brainer’ for Ebury and why they have remained a valued customer since 2015.

Why Ebury Would Recommend ProvenWorks

PhoneTools is lean and simple, easy to install and maintain, and we always have a positive experience when contacting support. Support queries have been quickly resolved and you always get put through to a real person who understands the product. It’s always a matter of how can we make this work, as opposed to sorry we can’t help here. It is simple and does what it needs to do.

Want to find out more? Get your free trial on the AppExchange today.

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