Digital Fundraising Management

With so many fundraising management options available, it can be tough to choose one. Based on our experience, we’ve decided to focus on one: Salesforce.com with the Nonprofit Success Pack (NPSP). The NPSP offers many advantages on Salesforce, but most importantly, its boasts a flexible ability to connect and interact with thousands of the other tools you might use to gain insight into your community from email to social platforms to your own site. And because it’s freely available from the Salesforce Foundation, you have invaluable access to the world’s largest CRM customization platform and support services that are trusted worldwide for managing your resource development work.

We’d love to show you how, and hear your thoughts about growing your donor base this year. Contact us and let’s chat!

Outcomes

  • Centralized 360 views of donors-where do they connect with your organization?
  • Process memberships, single gifts, recurring gifts, major gifts, grants
  • Integrated receipting and acknowledgments
  • Reports and dashboards for tracking, management, and future planning
  • Campaign hierarchies based on fiscal year
  • Renewal and upgrade communications

Basic Process

  • Discovery
  • Design & Build
  • Pilot Testing & Revision
  • Launch & Beyond

Additional Info

Technologies:
Salesforce.com, WordPress, Payment Processing, Mass Email, Google Analytics, Web Form Services

Typical Timeframe:
2-6 months