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Case Study

How Color Of Change Got Total Revenue Clarity with RevPartners

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Customer Info

Color Of Change is the nation’s largest online racial justice organization. As a national force driven by millions of members, they help people respond effectively to injustice and change the rules society lives by: in our democracy, economy, the criminal justice system, media, culture and anywhere where racism, injustice, and attacks on our freedoms remain the norm. 

Their core promise is to provide the means and motivation for everyday Black people and their allies to focus and channel their participation strategically by building the power and influence to move decision-makers towards change. Across all their campaigns and initiatives, they work to create a more human and less hostile world for Black people and all people in America.

Overview

When Color Of Change wanted a unified view of their revenue streams, they turned to RevPartners. Through expert integrations with monday.com and ActBlue into HubSpot, they gained unprecedented visibility into donations and grant processes.

The result? Smoother reporting, sharper insights, and a cleaner, more aligned revenue process.

The Challenge

1. Fragmented Revenue Tracking

  • The Problem: Donations and grants were scattered across multiple platforms, making it difficult to see the full revenue picture.

  • Where It Lived: Donations were handled in ActBlue, a payment processor, and grants were tracked in monday.com, their project management tool. Both operated in isolation.

  • The Pain Point: Color Of Change had to hop between ActBlue and monday.com to track revenue, and neither platform offered the depth of reporting they needed. ActBlue donations lived in different "portals" depending on donation type, while monday.com’s tracking of grants lacked visibility beyond project status.

2. Reporting & Visibility Gaps

  • The Problem: Revenue reporting was clunky and incomplete.

  • Where It Lived: Reporting capabilities in monday.com were limited, and ActBlue wasn’t built to provide holistic business insights.

  • The Pain Point: Without a central hub for reporting, Color Of Change had no clear way to track total revenue across donations and grants, limiting their ability to make data-driven decisions.

3. Data Cleanliness Issues

  • The Problem: Data discrepancies between monday.com and HubSpot.

  • Where It Lived: Grants in monday.com weren’t always updated, causing inaccurate tracking when data was pulled into HubSpot.

  • The Pain Point: Inconsistent grant statuses created gaps in visibility, leading to inaccurate or outdated revenue reports.

The Solution

1. ActBlue Integration into HubSpot

  • The Move: RevPartners connected ActBlue directly to HubSpot so that every donation, regardless of its portal of origin, was automatically recorded as a Deal in HubSpot.

  • How It Works: When a donation is made via ActBlue, it’s automatically logged as a Deal in HubSpot, complete with key data like amount, source, and donor info. This makes it possible to break down donations by type, location, or any other relevant metric.

  • The Win: Color Of Change now has one source of truth for all their donation data, enabling comprehensive, cross-portal reporting.

2. monday.com Integration into HubSpot

  • The Move: RevPartners integrated monday.com with HubSpot, creating a live connection between the grant tracking process and revenue tracking.

  • How It Works: Every grant tracked in monday.com is reflected as a Deal in HubSpot. The grant’s status, award amount, and other key details are now visible within HubSpot—not just monday.com.

  • The Win: Grants are now visible alongside donations in HubSpot, giving Color Of Change a unified view of their revenue sources.

3. Centralized Reporting in HubSpot

  • The Move: RevPartners set up custom reporting dashboards in HubSpot to provide at-a-glance visibility into total revenue from both grants and donations.

  • How It Works: Using the Deal data from both monday.com and ActBlue, RevPartners created dashboards that visualize key revenue metrics, such as total donations by month, grant award trends, and revenue by source.

  • The Win: Real-time reporting provides Color Of Change with actionable insights to make quicker, more informed decisions.

4. Data Hygiene Improvements

  • The Move: RevPartners implemented a system for monitoring and cleaning up grant data in monday.com.

  • How It Works: By monitoring discrepancies between HubSpot and monday.com, RevPartners can spot when grant stages are out of sync. For example, if a grant is marked "awarded" in HubSpot but "pending" in monday.com, they flag it for correction.

  • The Win: Cleaner, more accurate data means better reporting and fewer surprises.

The Impact

1. Unified View of Revenue

  • What Changed: No more platform-hopping. All revenue data (from donations and grants) now lives in HubSpot.

  • The Result: Color Of Change can view total revenue in one place. This "single source of truth" enables deeper insights and better strategic planning.

2. Enhanced Reporting & Analysis

  • What Changed: Dashboards for everything. Donations and grants are now displayed side by side in custom HubSpot dashboards.

  • The Result: Leadership can quickly review performance metrics like donation sources, grant award amounts, and total revenue. Reports that once took hours to compile now take minutes.

3. Data Accuracy & Hygiene

  • What Changed: Data discrepancies get flagged and corrected.

  • The Result: Consistent grant data between monday.com and HubSpot means fewer errors in reporting. This reduces the chance of bad data leading to bad decisions.

4. Time Savings

  • What Changed: Gone are the days of manual data entry and spreadsheet gymnastics.

  • The Result: Teams can now focus on strategy, not manual data cleanup. Plus, faster reporting means more time for decision-making.

Voice of the Customer

darwin

"RevPartners has been an excellent, results-driven vendor and thought partner throughout our CRM implementation phase. With their guidance and support, we have transformed our HubSpot account to match our organization's revenue procedures. RevPartners is a worthwhile investment for CRM implementation support for any organization seeking to grow its revenue."

Darwin Garcia

Senior Project Manager, Color Of Change

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