Features and Benefits
Standardized and Scalable Fundraising Tools
Manage the donation cycle from pledge to payment including individual donations and grants. Standardize your donation processes, easily analyze your pipeline and automate routine tasks. Improve your gift processing with built-in validation, auditing of batches, work process flows and triggers, data cleaning and state-of-the-art integration tools. And drive annual campaign success with integrations to your donation landing pages, email campaigns and event management apps.
Donor Analytics and Insights
Get a complete picture of your donors, volunteers, parents, partners, and other constituents in one place — including activity history, giving history, programs and events attended, and any custom information. Gain insight into their activity on social media sites like LinkedIn, Facebook, and Twitter so you always know what your supporters “like”, making it easy to build stronger, longer-lasting relationships.
Streamlined Grant Management
Salesforce’s automated workflows and real-time analytics are easily customized to support your specific organizational processes so you can streamline your grants prospecting, management and reporting efforts. Use these tools to stay within your grants budget, save time, and demonstrate greater accountability and stewardship than ever before.
Integrated Events Management
Cultivation and fundraising events are an important part of the mix for raising awareness and funds. With Salesforce, you can easily post new events, manage event calendars, track RSVPs, create table seating charts and provide VIP summary reports for staff who will be engaging with your attendees. With integrated check-in apps for mobile devices, the latest information and real-time reports are in your hands and your organization’s database.