Client
Children’s Research Foundation
Services
Service Cloud
The Children’s Research Foundation (CRF), also known as Channel 7 Children’s Research Foundation, is a driving force for child health research in South Australia. With a mission to fund critical studies that improve young lives, CRF supports projects from diabetes to rare conditions, making a real difference for thousands of children. Even the most impactful organisations face operational roadblocks. For CRF, transforming how they managed grants and data was vital. This shift was not just about efficiency; it directly boosted their ability to fund research and connect with their community.
The Opportunity
Nonprofits today are adopting smarter, data-driven ways of working. For CRF, the main opportunity was to turn scattered data into a single system, making every supporter and grant application part of a bigger story. By moving to proactive, technology-driven engagement, they could ensure every dollar and interaction has the greatest impact.
What We Did
Bringing Decades of Data Together
CRF managed over 1,000 grants across 50 years using isolated spreadsheets, which made it tough to get a complete picture of their community. Xenai Digital migrated all of their data into Salesforce CRM, giving CRF one accurate source of truth. Now they can track every grant, applicant, donor, and event in one place, making sure nothing is missed.
Streamlining Grants and Growing Engagement
We refined CRF’s Salesforce data model, connecting contacts, grant submissions, and reviewers clearly. Our team built web forms for donations, enquiries, and grant applications, all connected directly to Salesforce. This simplified data capture and helped CRF build stronger relationships with donors and supporters, including high-value individuals and regular event attendees.
Empowering Smarter Marketing
To help CRF reach more people, Xenai Digital integrated Salesforce with Mailchimp. This made targeted communications and segmentation easy, even for a small team. We provided hands-on training and a CRM playbook, so the CRF team could confidently use their new tools and keep improving for the future.
What The Results Were
Xenai Digital’s Salesforce solution has changed how CRF operates. By reducing manual effort and bringing data together, CRF saves around 10% of time on every grant submission. That gives staff more time for what matters most. Their team now manages decades of grant history with ease and can segment communications to better engage their community. The result is more efficient fundraising, stronger relationships, and a solid foundation for the future.
What It Means For The Team
“Xenai Digital was invaluable in guiding us through our implementation project, enabling us to transform our grant management process.”
– Ali Valentine, Marketing & Fundraising Manager, Children’s Research Foundation.
CRF’s team now spends less time sorting through spreadsheets and more time focused on their core mission: funding research that changes lives.
Let’s Make A Difference Together
Want to get more out of your Salesforce platform? Contact Xenai Digital today to see how we can help your organisation work smarter, engage your community, and make a lasting impact.