30 Jun From Audit to Empowerment
How AFTD Maximized Its Salesforce Marketing Cloud Investment with Offprem Technology
When The Association for Frontotemporal Degeneration (AFTD) partnered with Offprem Technology in December 2023, it marked the beginning of a strategic collaboration focused on unlocking the full potential of Salesforce Marketing Cloud Engagement. What began as a technical audit to identify gaps and opportunities has grown into a trusted, long-term relationship. Over the past 1.5 years, Offprem has helped AFTD boost platform performance, increase automation, and build internal confidence—demonstrating the value of having an expert partner at every stage of the Marketing Cloud lifecycle.
A Partnership Rooted in Discovery
AFTD first engaged Offprem to evaluate their Marketing Cloud Engagement instance in line with best practice. After previously working with another certified Salesforce partner and still feeling uncertain about their Marketing Cloud configuration and performance, AFTD turned to Offprem for a comprehensive technical audit. This audit uncovered critical areas for optimization, including:
- Enhancements to their Custom Preference Center to ensure ADA compliance and resolution of errors negatively impacting subscriber experience
- De-duplication of contact records to reduce their billable contact count, along with education on ongoing contact management strategies to help the team maintain a clean, cost-effective database moving forward
- Journey Builder optimizations to streamline and improve performance for key campaigns like Giving Tuesday
More importantly, the audit revealed what had been missing: strategic, real-world expertise that aligns with day-to-day nonprofit operations. With a team that is aligned to focus exclusively on nonprofit partnerships, Offprem brings deep sector-specific experience that sets them apart—offering a level of relevant, mission-driven insight that many other partners simply can’t match.
Turning Recommendations Into Results
Impressed by the insights gained during the audit, AFTD transitioned into a Managed Services agreement with Offprem to implement the recommendations resulting from the audit process and provide ongoing support for emerging priorities. This model provided AFTD both a roadmap and a trusted advisor to walk with them through it.
Since then, AFTD has extended its relationship with Offprem through two additional Managed Services agreements, underscoring the value of consistency, continuity, and trusted expertise. These Managed Services agreements allow the AFTD team to keep Offprem “on retainer” for when they encounter unexpected challenges or need additional support with strategic initiatives, allowing the AFTD team to use project hours in a way that best bolsters their business needs.
Building Confidence, One Training at a Time
A hallmark of the AFTD-Offprem partnership has been user enablement. Offprem’s hands-on training sessions—covering topics like Journey Builder and Marketing Cloud Data Views—have empowered AFTD’s team to take the reins.
Initially, AFTD staff co-built Journeys alongside Offprem consultants. Today, they are independently building and optimizing their own Journeys, only calling on Offprem for quality assurance when necessary. They’ve also begun enhancing these campaigns with custom reporting on engagement, showcasing a more sophisticated and data-driven approach to supporter outreach.
A Nonprofit Partnership That Evolves With You
This 1.5-year engagement is a clear testament to the Offprem approach: meeting nonprofits where they are, and evolving together as needs shift and capabilities grow. From initial audit to full platform enablement, Offprem has helped AFTD unlock the full potential of Salesforce Marketing Cloud Engagement—on their terms.
AFTD has expressed deep satisfaction with Offprem, completing two Customer Satisfaction Surveys with perfect 5/5 scores. In one review, their team wrote:
“Our first partner passed the Marketing Cloud Certifications but did not understand how the program worked in day-to-day scenarios. With Offprem, we were able to gain valuable insights and best practices to improve our successes. I would highly recommend them!”
Why Offprem for Nonprofits?
For nonprofit organizations, the path to Marketing Cloud success isn’t just about having the right tools—it’s about having the right partner. Offprem Technology brings a unique blend of technical expertise, platform best practices, and real-world nonprofit experience, helping mission-driven organizations realize measurable ROI at every stage of the journey.
From foundational audits to advanced campaign execution and ongoing support, Offprem isn’t just a vendor—they’re a strategic ally. And for AFTD, that has made all the difference.