CARE Australia Automates Personalized Donor Tax Receipts in Salesforce with PDF Butler

CARE Australia is a leading international aid organization that works around the globe to defeat poverty, with a special focus on women and girls. 

As part of CARE International, one of the world’s largest global aid confederations, CARE Australia focuses on empowering communities and fostering sustainable change. Their impactful work is supported by community donations and institutional partners, including the Australian government and the European Union. 

We spoke with Arnaud Charlier, Head of Data and Platform Performance at CARE Australia, to learn about their experience with PDF Butler and how it has supported their mission. 

The Need for a Seamless Document Solution 

Transitioning to Salesforce as their main CRM brought new challenges for CARE Australia, particularly around document generation. “We were moving from another product to Salesforce, and we needed something that integrated well,” Arnaud shared. With manual processes taking time and complicating their workflows, the organization needed a user-friendly and reliable tool. 

Why CARE Australia Chose PDF Butler 

Arnaud recounted how they discovered PDF Butler: “I went online, searched for document generation tools, and PDF Butler stood out. It was easy to get started with, thanks to the Academy and the support we received.” The tool’s straightforward interface and affordability were essential for CARE Australia as a non-profit. “The pricing was reasonable, and the user experience was simple—something we really needed,” Arnaud said. 

Real Benefits: Automation and Time Savings  

CARE Australia saw immediate advantages after integrating PDF Butler. Arnaud described, “We used to handle end-of-year tax receipts manually, printing and mailing around 6,000 receipts. Now, donors receive their tax receipts automatically via email without us lifting a finger.” This shift not only streamlined their processes but also allowed the team to focus on their mission. 

Tailored for Non-Profits 

The ability to create specific document templates that catered to various donor types was a game-changer. “We saved time by automating different use cases based on specific data from Salesforce opportunities. What would have been a generic receipt became personalized for each type of donor,” Arnaud explained. 

Arnaud offered advice for those considering PDF Butler: “Take the time to go through the Academy; it’s worth it. The support is good, and the tool becomes straightforward once you understand it.” 

Conclusion 

For non-profits like CARE Australia, having the right tools in place can make a meaningful difference. PDF Butler’s integration with their Salesforce platform has enabled them to manage documents with ease, allowing their team to devote more time to their critical humanitarian work. With special pricing tailored for non-profits, we’re proud to support organizations like CARE Australia in maximizing their impact. As Arnaud summed up, “It’s about having the right support to let us do what we do best: help others.” 

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