Community Foundation Wales
"The technology Hyphen8 built is great at automating tasks, reminders and confirmation emails which frees the team up to do things that only humans can do!"
— Ffion Roberts, Grants and Programmes Manager
About Community Foundation Wales
Community Foundation Wales has supported charities and community groups across Wales for over two decades. They connect funders with local causes, helping build strong communities and equal opportunities.
By understanding the power of grassroots organisations, they deliver funding where it matters most—amplifying the voices and needs of communities throughout Wales.
The Challenge: Limited Flexibility on a Shared Platform
Community Foundation Wales were already using Salesforce but shared the platform with a wider network of foundations. This setup created complexity and constrained their ability to grow independently.
To unlock greater flexibility, self-sufficiency, and simpler day-to-day management, they needed to move to a standalone platform that still supported their ambition to work personally and powerfully with communities and donors.
"We wanted to find a balance—making the most of what Salesforce can do to automate things, while not losing that personal approach for our donors and grantees."
— Ffion Roberts, Grants and Programmes Manager
Pain Points
Community Foundation Wales wanted more flexibility and control but were limited by a shared Salesforce instance. Manual processes also made it difficult to respond quickly during high-demand periods.
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Lack of Platform Independence
- Operating on a shared Salesforce instance limited customisation and control
Platform changes required coordination with other organisations
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Manual Processes Slowing Delivery
- Forms and applications were handled manually or required third-party input
Teams were slowed down during emergency response efforts like Covid-19
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Balancing Efficiency with Human Connection
- The team wanted to use automation—but not at the expense of personal relationships with donors and grantees.
- The team wanted everything in one place to save time, and focus on the important work like build relationships.
- The team wanted to use automation—but not at the expense of personal relationships with donors and grantees.
The Solution: Flexible, Independent Salesforce Platform
Hyphen8 worked with Community Foundation Wales to migrate them onto their own dedicated Salesforce environment, leveraging the Nonprofit Success Pack and FormAssembly to maximise independence and automation.
This gave the internal team full control over their processes and the ability to launch new programmes quickly, including emergency responses, without relying on external support.
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Independent Salesforce Platform
- Full ownership of their CRM for fundraising, grants, and stakeholder management
Reduced complexity by removing dependency on a multi-org setup
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Self-Sufficient Online Forms with FormAssembly
Built custom forms for applications and monitoring
Allowed the team to launch Covid-19 funding in-house—without Hyphen8’s help
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Smart Automation to Free Up Time
Automated reminders, confirmation emails, and workflow triggers now handle admin behind the scenes
Staff spend more time doing what only humans can do: building relationships
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Sustainable Growth and Control
- The new setup gives Community Foundation Wales a scalable platform that can evolve with their goals
- The team now have one system to hold all data which will save them time across everything they do.
- The new setup gives Community Foundation Wales a scalable platform that can evolve with their goals
See their impacts
Hear more about the impact of the Community Foundation for Wales, which is all powered by our solution on Salesforce.
The Impact of working with Hyphen8
The Impact
Hyphen8 built a Salesforce solution which enabled the following impacts:
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Increased Self-Sufficiency
- Full control over Salesforce configuration and forms - Their team now manages system changes and form updates in-house, reducing the need for external support.
- Able to respond to community needs faster, including emergency grant launches - During the Covid-19 crisis, they quickly launched new funding programmes without delays, using FormAssembly and Salesforce.
- Full control over Salesforce configuration and forms - Their team now manages system changes and form updates in-house, reducing the need for external support.
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Greater Efficiency Without Sacrificing Connection
- Automation reduces admin, but people remain central to donor and grantee relationships. Time-saving automation handles tasks like reminders and confirmation emails—freeing the team to focus on what matters most: people.
- Flexibility to personalise communications and adapt processes as needed. The new platform lets them tailor messaging and workflows to reflect the needs and preferences of each audience.
- Automation reduces admin, but people remain central to donor and grantee relationships. Time-saving automation handles tasks like reminders and confirmation emails—freeing the team to focus on what matters most: people.
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Confidence to Grow and Evolve
- The internal team feels equipped to manage and enhance the platform. Staff have the tools and knowledge to evolve the system as needs change—boosting confidence and capability across the team.
- More freedom to design processes that align with organisational values. With greater independence comes more alignment: workflows now reflect their mission to deliver support that’s timely, inclusive, and community-led.
- The internal team feels equipped to manage and enhance the platform. Staff have the tools and knowledge to evolve the system as needs change—boosting confidence and capability across the team.
Making an impact
"The technology is great at automating tasks, reminders and confirmation emails which frees the team up to do things that only humans can do!"
— Ffion Roberts, Grants and Programmes Manager
Why Did You Choose Salesforce and Hyphen8?
"The team at Hyphen8 just 'got' what we do, they speak impact.
They also just 'got' how we do our work.
Their team have so many experts across their business that they are just able to solve any problem or come up with ideas so quickly!"
Advice for other charities
“Other charities or community foundations can take confidence from our journey—technology doesn’t have to be complicated to be powerful.
With the right setup and support, you can gain the flexibility to respond faster, work more efficiently, and still stay deeply connected to your community.”
