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Salesforce Fundraising
Automate your fundraising to spend time building stronger relationships with your donors.
What is Salesforce Fundraising?
Our team has developed a customized Fundraising App that is built on top of Salesforce NPSP and Nonprofit Cloud. We integrate Salesforce with your selected fundraising platform, so data transfer is automatic.
Leveraging our app insights, you're able to track donations, manage fundraising campaigns, and automate gift processing. You can also segment your donor database based on factors such as giving history, interests, and demographics, allowing for more targeted fundraising efforts. We also expanded Salesforce's Grant Management features, so it's easier for your organization to stay on top of grant deliverables and deadlines.
Fundraising Features
Dynamic reporting, analytics, and insights
Fundraising platform integration and automation
Advanced donor segmentation
Moves Management process automation
Donor communication automation: receipts, acknowledgements, etc.
Grant Management: track grant amounts, deliverables, and deadlines
Track all funds: donations, major gifts, grants, in-kind donations, etc.
Budget and forecast
