Relay Resources is a leading disability social enterprise nonprofit in the Pacific Northwest with a mission to transform workplaces and communities by championing disability inclusion. With nearly 900 employees across four lines of business—building solutions, document solutions, supply chain solutions, and disability inclusion consulting—Relay also operates programs in supported employment, cybersecurity training (abilIT), and affordable housing.
As a large, mission-driven nonprofit, Relay required systems that could scale with its programs and support both operational excellence and personalized donor engagement.
The Challenge
Relay’s existing Salesforce NPSP org had become complex and outdated. The organization faced:
Cumbersome manual processes that slowed down staff across departments.
Limited Salesforce expertise, which meant many features went unused.
Data reporting gaps, particularly around summarizing large volumes of child records into parent-level rollups (currency, numerical, and program metrics).
The result was inefficient back-office operations and restricted donor and program insights. Fundraising teams couldn’t fully tailor donor journeys, while administrators spent too much time trying to reconcile and interpret data.
The Solution: Salesforce Nonprofit Cloud
Relay Resources partnered with CX Labs to move from NPSP to the new Salesforce Nonprofit Cloud (NPC). Unlike NPSP, NPC is built on Salesforce’s modern industry cloud architecture, offering deeper automation, a more flexible object model, and advanced data processing capabilities.
Key elements of the transformation included
Process Redesign & Automation Existing workflows were rebuilt in NPC with streamlined automations, reducing manual steps and making processes more consistent.
NPC Data Model & Person Accounts Relay’s data was migrated into NPC’s person account model, aligning fundraising data with best practices while still accommodating the enterprise business lines that generate additional revenue.
Data Processing Engine NPC’s engine allowed Relay to summarize donor and program data at scale—something difficult to achieve in NPSP. This capability now powers real-time insights for leadership, donor engagement, and contract tracking.
Fundraising Enhancements Gift Entry and Bulk Gift Entry in NPC simplified the way Relay processes donations, reducing administrative overhead while improving donor reporting.
The Results
The move to Salesforce Nonprofit Cloud has created tangible improvements across Relay Resources:
Fundraising & Donor Engagement Teams can now personalize donor journeys with greater precision, backed by consolidated data views and streamlined reporting.
Program & Contract Management NPC provides cleaner tracking of service contracts and participant outcomes, directly benefiting the nonprofit’s mission delivery.
Data-Driven Decisions With NPC’s rollup and summarization capabilities, back-office teams spend less time reconciling spreadsheets and more time acting on insights.
Staff Empowerment Both administrators and mission-based staff now benefit from simplified data entry and more intuitive processes.
“Our internal customers went from Hating Salesforce to loving it as a tool thanks to our engagement” - Cindi Pederson
Looking Ahead
By adopting Salesforce Nonprofit Cloud, Relay Resources has future-proofed its technology stack. The platform not only reduces administrative burden but also equips the organization to scale programs, deepen donor relationships, and expand its mission of disability inclusion across the Pacific Northwest.