How Konzernverantwortung scaled supporter engagement and donation operations with Salesforce and FinDock

Konzernverantwortung, the Swiss Coalition for Corporate Justice, mobilizes supporters across Switzerland to campaign for stronger corporate accountability laws.

As the organization grew, so did the complexity behind supporter management and donation processing. What started as a small coalition quickly evolved into a large-scale movement with growing fundraising operations, thousands of supporter interactions, and national campaigns requiring speed, flexibility, and reliable data.

To support that growth, the organization implemented Agentforce Nonprofit (formerly known as Nonprofit Cloud) and FinDock together with Salesforce partner ANT Informatik.

The result: faster donation processing, less manual work, and a more responsive supporter experience.

“Thanks to Salesforce and FinDock, we can process donations much quicker and communicate with supporters much faster than before.”
— Dario Schai, Fundraising and Campaign Manager at Konzernverantwortung

Growing beyond manual processes

In the early years, Konzernverantwortung operated with a lightweight setup managed largely through external systems and spreadsheets.

As donation volumes increased, the limitations became clear:

• Supporter data was managed externally
• Payments without reference numbers required manual matching
• Payment processing relied on scripts and spreadsheets
• Teams lacked direct visibility into supporter and donation data
• Thank-you communications were delayed because processing took too long

The organization also had to support typical Swiss donation behavior, where many supporters still donate through payment slips and QR bills via e-banking or post offices. Konzernverantwortung needed a solution that could handle both traditional donation methods and future automation ambitions.

Why Salesforce and FinDock

Konzernverantwortung selected Agentforce Nonprofit as the foundation for supporter engagement and fundraising operations.

Implementation partner ANT Informatik, introduced FinDock to manage payment processing and reconciliation directly inside Salesforce.

Key requirements included:

• Reducing manual reconciliation work
• Supporting Swiss QR bill and reference number payments
• Improving visibility into supporter and payment data
• Automating donation matching and supporter communications
• Creating a scalable foundation for future campaigns

FinDock’s Guided Matching capabilities became especially valuable for handling payments without reference numbers, such as donations connected to campaign material orders.

“With FinDock integrated in Salesforce, it’s much easier to process payments without reference numbers and see whether someone is already in our database.”
— Dario Schai, Fundraising and Campaign Manager at Konzernverantwortung

Reducing manual work while improving supporter experiences

One of the biggest operational improvements came from reducing manual payment processing work. Before Salesforce and FinDock, payment imports and reconciliation were handled through a combination of scripts, spreadsheets, and manual database updates.

Today, much of that process is automated directly within Salesforce. The organization estimates it has already reduced the time spent on payment processing by more than half, with further efficiency gains expected over time as more supporter payment history becomes available in Salesforce.

For a small fundraising operation, even modest efficiency improvements make a major difference.

“We probably saved around two-thirds of the time compared to our previous process.”
— Dario Schai, Fundraising and Campaign Manager at Konzernverantwortung

The impact extends beyond internal operations. Because donations are processed faster, the organization can now thank supporters much sooner after a donation is made.

Previously, donations and thank-you communications were processed only once or twice per month. Today, the organization typically processes and responds to donations weekly.

Salesforce Flows help automate the thank-you process based on supporter preferences and donation amounts. Supporters can receive either an email or a personalized letter depending on the donation value and communication preferences.

The organization also sees future opportunities for deeper personalization using payment data directly inside Salesforce.

Building a scalable foundation for future campaigns

For Konzernverantwortung, Salesforce and FinDock are helping create a more scalable and supporter-centric organization. The team now spends less time on manual payment operations and more time engaging supporters and running campaigns, improving the payment experience.

Dario also advises other nonprofits to invest time upfront in designing their payment matching strategy carefully.

“The Guided Matching rules are very powerful, but it helps a lot if you already know what kinds of payments and exceptions you need to handle.”
— Dario Schai, Fundraising and Campaign Manager at Konzernverantwortung

As the organization prepares for future campaigns and large-scale signature collection initiatives, Salesforce and FinDock provide the flexibility and operational foundation needed to support continued growth.