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Donor Management With Salesforce
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Donor Management With Salesforce

Overview
Synopsis

Donor Management With Salesforce is designed entirely in mind for the Salesforce® CRM. Salesforce Donor Management app provides real-time integrations, making it easy to track donations and donor relationships.

Category

Donor Management Software

Features

• Contact Matching & Lookup to avoid contact duplicates
• Automated Email & SMS
• Robust Virtual Terminal: Quickly process manual payments
• Pre-built reports and powerful analytics to help nonprofits deliver more impact
• Virtual Terminal: Manually accept payments
• Superior customization and contact filtering

License

Proprietary

Price

• $25 / month

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Donor Management With Salesforce

What is best?

• Automated Email & SMS
• Robust Virtual Terminal: Quickly process manual payments
• Pre-built reports and powerful analytics to help nonprofits deliver more impact
• Virtual Terminal: Manually accept payments
• Superior customization and contact filtering

What are the benefits?

• Seamless Integration: Leverage the power of one of the best software suites in the industry, with one of the best CRMs available
• Precise: Easily identify individual donations to correct any manual input mistakes
• Target: Identify which donors are the most valuable to organization’s stability
• De-duplicate: Avoid duplicate contacts and ensure accurate payments in an instant

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.8
8.7
Features & Functionality
7.9
9.0
Advanced Features
7.7
9.1
Integration
7.8
9.1
Performance
7.7
8.6
Customer Support
7.9
8.8
Implementation
8.5
Renew & Recommend
8.9
Bottom Line

Donor Management With Salesforce helps organizations measure impact, cultivate donations, and boost retention.

7.8
Editor Rating
8.8
Aggregated User Rating
1 rating
You have rated this

Donor Management With Salesforce is designed entirely in mind for the Salesforce® CRM. Salesforce Donor Management app provides real-time integrations, making it easy to track donations and donor relationships.

Donor Management for Salesforce has a proprietary algorithm to measure how patrons interact with the organization. Identify which donors are the most valuable to the organization’s stability success. It integrates with all Click & Pledge products and helps keep in touch with supporters by using immediate email and text messaging responses. Send additional information on the timeline that you set with scheduled responses. Donor Management With Salesforce helps avoid duplicate contacts and ensure accurate payments in an instant.

Easily identify individual donations to correct any manual input mistakes. For superior customization, filter contacts and campaigns based on multiple donation and payment types. Manually process credit cards, eChecks, and other payments on the spot — at the organization, or remotely at an event. Use a card reader to accept payments using Virtual Terminal on a PC or with a laptop.

Sync donor data automatically with Salesforce® in real time, without any manual input. Donor Management With Salesforce includes pre-built reports and powerful analytics to help your nonprofit deliver more impact. Quickly process manual payments and update records with Internet connection. Get a 360° view of a donor’s value.

Track influence and habits, exclusive to Donor Management With Salesforce app. Make sense of all complex data with Donor Management With Salesforce out-of-the-box evaluations. Donor Management With Salesforce app complements the best native solution for nonprofits using Salesforce.

You may like to read: How to Select the Best Donor Management Software for Your Non-profit organization and Top Donor Management Software

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Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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