Overview
This nonprofit organization is on a mission to end hunger and transform community health through food distribution, education, and resilience programs. With multiple facilities, hundreds of partner agencies, and a wide range of programs, they serve tens of thousands of people annually.
But behind their impact-driven mission was a fragmented marketing and fundraising system. Disconnected technology and limited digital strategy were slowing down their ability to reach supporters and drive donations at scale.
That’s where HubSpot came in.
The challenge: disconnected systems and unclear processes
Before partnering with us, the nonprofit was managing communications through a patchwork of tools: Emma for email marketing, Salesforce for donor management, and a third-party platform for donations. The result was:
- Data silos and inefficiency: Their large contact database (15,000+ subscribers) wasn’t segmented, making personalized communication nearly impossible.
- Complex integrations: They needed HubSpot to connect with Salesforce and Classy (donations), but there was no clear plan for how to map or manage the data.
- Unclear expectations: The team was new to HubSpot and unsure what features their subscription actually included. They assumed tools like AI content remix and the Classy integration were built in, which created early friction during onboarding.
Without a centralized system, they couldn’t get a clear picture of their donors or track campaign ROI. Their marketing efforts were scattered, manual, and difficult to scale.
The solution: strategic onboarding and guided training
Our approach was to provide clarity, confidence, and a path forward.
Consolidation into a single hub
We guided the nonprofit in bringing their tools together under HubSpot, setting up their domains, tracking code, and integrations with Salesforce and Classy. This laid the foundation for a centralized marketing and fundraising system.
Hands-on training for adoption
Rather than overwhelming the team with theory, we worked on practical, real-world projects: building pop-up forms, landing pages, thank-you pages, and an email workflow to segment engaged vs. unengaged subscribers. This gave them immediate wins while learning how HubSpot fits into their daily work.
Empowering with best practices
Beyond setup, we equipped them with a deep understanding of email marketing, list segmentation, and reporting inside HubSpot. We also shared resources for advanced features—like using AI tools for content creation, managing multi-language content, and customizing design elements—so they could grow at their own pace.
The results: clarity, efficiency, and a roadmap for growth
In just a short time, the nonprofit built a functional and automated marketing system inside HubSpot.
- A centralized hub: They moved away from Emma and adopted HubSpot as the single source of truth for their marketing, fundraising, and donor communications.
- Smarter data management: With list segmentation and workflows, they finally had a plan for managing their large database and capturing leads effectively.
- Confidence in growth: Instead of being stuck in setup mode, the team now has a roadmap for using advanced HubSpot features, rebuilding their website, and expanding donor engagement.
This transformation wasn’t just about technology. It was about empowering a mission-driven team to use digital tools with confidence, so they could spend less time managing systems and more time advancing their cause.
Why it matters
Nonprofits like this one don’t have the luxury of wasted time or fragmented systems. Their work directly impacts lives, which means their marketing and fundraising efforts need to be efficient, scalable, and measurable.
By moving from disjointed tools to a unified HubSpot ecosystem, this nonprofit gained more than a CRM—they gained clarity, strategy, and the confidence to grow.
