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4 Time-Saving Benefits of a CRM Integration for Nonprofits

By Guest Author | January 25, 2022 | , | Nonprofit

By: Hannah Durbin, Content Specialist at Classy.org

Whether your nonprofit has a two-person team or a staff of 200 employees, every opportunity you take to improve your daily operations can make a difference in reaching your fundraising goals.

The first step toward efficiency is consolidating your fundraising technology. An integration between your customer relationship management (CRM) platform and online fundraising platform is a simple time-saving solution that can help you collect all of your donor data in one place.

Learn how Salesforce seamlessly integrates with Classy, a supporter-centric online fundraising platform, to power growth for nonprofits worldwide. Discover how HOPE Atlanta, Metro Atlanta’s most established agency committed to fighting homelessness and hunger, capitalized on this integration to optimize their data collection, and explore how your organization can do the same to maximize fundraising potential.

A man and woman sitting at a table talking.
The first step toward efficiency is consolidating your fundraising technology.

1. Automatically Transfer Data Between Platforms

Forty-seven percent of nonprofits are challenged when it comes to capturing and managing accurate data on their constituents. It’s much more difficult to create an effective fundraising strategy or growth plan when you lack a firm grasp on your donor data.

Just as open, streamlined communication is critical to the success of your nonprofit team, adopting tools that communicate with one another in real-time is one of the most important components of data collection.

The Classy for Salesforce integration makes it possible to sync your online fundraising data, make informed decisions, and personalize your donor touchpoints with ease.

Cut down on time spent manually importing and exporting your data to make more room in your calendar for the work that matters most — accelerating progress on your mission. HOPE Atlanta did just that with the integration to create more time for donor stewardship.

“As a one-woman data team at the time, I needed to streamline our data collection process to make room for the more important tasks on my to-do list. Classy for Salesforce gave me time back in my day to start thinking about how we can actually apply all of this data to our fundraising efforts.” – Liz Liston, HOPE Atlanta’s chief development officer

2. Gain a 360-Degree View of Donor Activity

To effectively target and tailor your communications, you need to first understand how, when, and why your donors are engaging with your cause. Simplify this process with a CRM system that integrates with your fundraising platform to gain a comprehensive look at donor activity throughout all stages of the donor journey.

Nearly a third (31%) of nonprofits that used a CRM system for donor relationship management exceeded their goals, according to Salesforce.org’s 2020 Nonprofit Trends Report. Nurture relationships by identifying supporters who have decreased their involvement and develop engagement strategies to get them back on track. Keep tabs on major and long-term donors as well, as they can be the perfect candidates for a recurring giving appeal or future event sponsorship.

HOPE Atlanta’s donor retention rate steadily increased after adopting Classy for Salesforce. Their team was able to target donors before, during, and after campaigns with more personalized messages and motivation that felt relevant to each individual.

3. Eliminate the Risk of Error

Mistakes can happen when entering hundreds of data points manually. A CRM integration not only saves time but also increases accuracy. Gain hours back in your day and gather more clear-cut insights by opting for a technological solution to this tedious task.

“With more accurate donor data thanks to Classy for Salesforce, we were able to take our fundraising to the next level. We analyzed everything from donors’ preferred contact methods to total donation volume given to-date to inform our strategy.” – Liz Liston

4. Streamline Internal Communications

A CRM integration can help you keep tabs on which team members have been in contact with particular donors, the dates of their last touchpoints, and what was discussed so your team can avoid saturating donors’ inboxes or, worse yet, forgetting to reach out.

It’s critical, however, that you choose a CRM integration that your team can easily adopt and use without straining too much of your organizational resources. Seventy-six percent of nonprofits say a lack of resources to train employees challenges their adoption of new technology.

Classy for Salesforce is an intuitive, easy-to-use tool that simplifies the data collection process, so everyone on your team can learn quickly and contribute to your larger goals.

“Classy for Salesforce is helping us get exactly where we want to be. We’re not tech experts, but this integration makes it possible for fundraisers like us to accomplish great things.” – Liz Liston

Centralize Your Data, Raise More for Your Mission

Classy for Salesforce enables you to cultivate lasting supporter relationships, identify new opportunities to boost revenue, retain support, and increase your impact.

Gain access to a near real-time data sync to better understand your donor base and engage with supporters in more personalized ways. Complete with a custom control panel that serves as the hub of your integration, Classy for Salesforce allows you to:

  • Access an array of pre-loaded recommended reports and dashboards
  • Sync historical Classy data over to Salesforce
  • Connect directly to Nonprofit Success Pack or NGO Connect
  • Monitor the health of data syncing to your instance
  • Enable certain configurations like custom field-mapping or enhanced contact-matching

 

When you connect your platforms, you gain a holistic view of your audience. Improve your organizational efficiency, get more out of your fundraising efforts, and see the return on your hard work.

Learn more about the importance of system integration: 3 Reasons to Integrate Your Organization’s Systems.


Hannah Durbin, Content Specialist at Classy.org
Hannah Durbin
Content Specialist at Classy.org
 
Hannah is an experienced content specialist at Classy.org with a demonstrated history of storytelling, market research, and data analysis within the fundraising technology space.