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Non-Profit Operations

How CentralApp Helped Southern Smoke Expand Its Impact

Southern Smoke quote with color

Southern Smoke Foundation (Southern Smoke) is a nonprofit dedicated to supporting people in the food and beverage industry and their families during times of crisis—such as natural disasters, medical emergencies, or sudden financial hardship—by providing financial assistance and no-cost mental health support when they need it most.

Since 2015, Southern Smoke has distributed more than $14 million in direct financial relief and facilitated nearly 7,000 no-cost counseling sessions, ensuring that industry professionals have access to the resources they need to regain stability

 

The Challenge:
Inefficient Processes Limiting Reach

As Southern Smoke grew, managing its expanding programs became increasingly complex. Disconnected spreadsheets and manual processes created inefficiencies, making it harder to track cases, manage donations, and measure impact. Staff spent valuable time piecing together data instead of assisting those in need.

To provide faster, more effective support, Southern Smoke needed a centralized system that could streamline workflows, improve data visibility, and scale with its mission.

 

The Solution:
A System Built for Impact

   

As Southern Smoke grew, managing its expanding programs became increasingly complex. Disconnected spreadsheets and manual processes created inefficiencies, making it harder to track cases, manage donations, and measure impact. Staff spent valuable time piecing together data instead of assisting those in need.

To provide faster, more effective support, Southern Smoke needed a centralized system that could streamline workflows, improve data visibility, and scale with its mission.

Southern Smoke partnered with CentralApp to build a custom Salesforce-based solution, built on OmniScripts, that streamlines operations while aligning with the organization’s existing programs and fundraising model.

CentralApp designed a system that automates key processes while adapting to Southern Smoke’s unique workflows, ensuring efficiency without adding complexity.

With this tailored approach, Southern Smoke can focus on delivering critical support instead of managing data.

 

Key Integrations 

  • Slack – Provides real-time notifications for new applications, case approvals, and donations.
  • FinDock – Enables seamless online donations and tracks donor contributions within Salesforce.
  • Quickbooks – Connects Salesforce to QuickBooks Online, ensuring financial records are accurate and automated.
  • Double the Donation – Helps donors identify and complete employer matching gift requests, increasing
    overall donation revenue for Southern Smoke.
  • Digital Signatures – Streamlines the approval process for financial assistance applications.

 

  • Improved Case Management: Replaced scattered spreadsheets with an automated system to track applications for financial assistance and mental health support, giving staff a real-time view of every case.
  • Automated Workflows: Eliminated manual processes, allowing Southern Smoke to respond faster to urgent cases, streamline funding decisions, and improve donor management
  • Streamlined Fundraising Operations: Developed a centralized donor and fundraising management system to improve donor engagement and simplify donation tracking.
  • Financial Transparency & Accuracy: Integrated fundraising, financial disbursements, and grant tracking to ensure proper fund allocation and reporting.
  • Increased Fundraising Potential: Enabled donors to maximize contributions through employer matching programs, generating additional funds with minimal effort.
  • Robust Reporting & Insights: Created real-time dashboards and analytics to replace the spreadsheets so Southern Smoke could track its impact, measure program effectiveness, and make data-driven decisions.

With these solutions in place, Southern Smoke can spend less time managing data and more time fulfilling its mission—providing relief and support to food and beverage workers facing hardship.

 

A Lasting Impact

Southern Smoke’s team now has a full 360-degree view of their operations, making it easier to efficiently manage cases, disburse funds, and track the impact of its work.

CentralApp remains a committed technology partner, continuously enhancing automation, refining workflows, and identifying new opportunities to strengthen operations. By eliminating inefficiencies and improving visibility into cases, donations, and disbursements, Southern Smoke is now better equipped to serve more people, respond faster in times of crisis, and expand its life-changing impact on the food and beverage industry.

 


“Choosing to build out a CRM with Salesforce was a big step for Southern Smoke Foundation. The team at CentralApp has essentially become an extension of our team—they care about the people we’re funding, they want our lives to be easier with Salesforce and not harder, and are working with us diligently to get there!"

— Lindsey Brown, Executive Director, Southern Smoke Federation

 

Key Automations

CentralApp implemented powerful automations to improve efficiency, accuracy, and response times across Southern Smoke operations:

  • Real-Time Donation Tracking: Accurately records all donations, including tribute gifts, with instant reporting and automated summaries to provide an up-to-date view for funding allocations.
  • Seamless Voting: A custom voting flow enables external stakeholders to securely cast votes on funding cases with real-time tabulation, supporting fast, collaborative decision-making.
  • Instant Application Alerts: Real-time notifications ensure the right people are alerted as soon as applications are submitted, allowing cases to be addressed quickly.
 
  • Automated & On-Demand Donor Receipts: Donations automatically trigger receipts, with an option for staff to manually resend receipts as needed.
  • Personalized Applicant Surveys: Post-assistance surveys are automatically sent to applicants, with responses recorded in their case files for program improvement.
  • Standardized County Data for Faster Approvals: Applications are automatically cross-referenced by ZIP code to reduce errors, speed funding approvals, and ensure aid reaches the right communities faster.