It’s movie time! We’ve put together a few short videos to help you put the FUN back into fundraising by taking care of all the boring and time-consuming tasks. How good would it be if: you could make sure your data was correct and avoid duplication in your system? your donor could choose to make […]
There was so much to learn about the art and science of fundraising at the FIA Conference on the Gold Coast last week. There were inspiring local and international speakers, skills and techniques to apply and many networking opportunities throughout the program. At our Payments2Us stand we met many enthusiastic attendees keen to find out […]
Do you want an overview of Payments2Us? What does our software do? What features will suit you? This seven-minute video will go through the modules offered, run a live payment on our demo platform then show how that information is taken straight into your Salesforce CRM system for instant reporting and analysis. Intrigued? Why not […]
Campaign Status Overview AAkonsult Campaign Status Defaults for Salesforce CRM provides a simple way to default Campaign Status’s based on a predefined set. Setup After installing AAkonsult Campaign Status from the AppExchange, navigate to the “AAkonsult Campaign Status” in the top left hand corner. From the Campaign Status Default Tab, Add a new Campaign Type an […]
Payments2Us is AAKonsult Payments’ new name. With the new name comes a new website and plans for further enhancements for nonprofits and corporates. The app still delivers the same great benefits, simplifying all payment related processes, enabling staff and volunteers to focus on what matters most, and bringing success forward.
Many organisations are well and truly into their Christmas Appeal planning by October. Often all of the thoughts and planning are on design work, getting addresses into order, direct mailouts, targeted segmentation and email templates. There is a lot more to it than collecting money. Managing appeals can be done easily with the right tools.
Managing Your Membership Base More Easily A very simple way of increasing your membership or donor base is to offer a payment method that suits the payer, such as Direct Debit. When payers elect to pay by Direct Debit, they are giving you permission to directly take the funds out of their bank account. This […]
Needing To Import Data From Fundraising Websites? Is your fundraising department looking at moving beyond your website and offering multiple solutions to your donors and fundraisers? Are they looking at taking advantage of peer-to-peer providers such as Everyday Hero and GoFundraise to not only leverage your current donor network, but to link into their connected […]
Have your donors been kindly donating on a regular giving program or at frequent intervals during the last fiscal year? And now that it’s come to the end of a financial year, they would like a copy of their receipts or annual statements to file with their tax return, wouldn’t they? Producing annual statements can […]
Fundraising and donor care with Salesforce – Part 3 of 3 This is the third part of our ideas on using Salesforce CRM for fundraising and donor management. Here’s a few tips on making fundraising easier for everyone. Smart Options To Fundraise Well There are many options available for fundraising within salesforce or using many […]
Fundraising and donor care with Salesforce – Part 2 of 3 This is part two of our series on using Salesforce CRM for fundraising and donor management. Communication is all about engaging with others and Salesforce offers many tools for you to use. Cultivate and Communicate Emails Use email tools available from the AppExchange […]
Fundraising and donor care with Salesforce – Part 1 of 3 This is part one of our thoughts on using Salesforce CRM for fundraising and donor management. There are many options that can be used through Salesforce but firstly, it’s important to get things right from the start. Lay the foundations A key item to […]
Are you looking at the options for taking credit card payments from within Salesforce CRM or from a public website with payment and contact details stored in Salesforce CRM? I’ve written this guide to assist with your selection and decision process. Buy or design You could organise a developer to design a custom integration. Whilst […]
Grant Writing is almost a way of life for many not-for-profit organisations. Funding and grant opportunities are under review or being cancelled by the current climate and it’s not going to get easier. Your project must compete with other worthwhile projects to source funding. So what makes a grant submission stand out from the rest? […]
We’ve started hearing a lot about the Salesforce1 product since Dreamforce in 2013. I’ve been analysing Salesforce1 to take advantage of this new technology for our application and thought I would share some of my findings. There are many new terms introduced with Salesforce1 and they are highlighted during this post. I’m hoping this will […]
I often get asked – what is the Non-Profit Starter Pack (NPSP) for Salesforce CRM and do I need it? In a nutshell, the Nonprofit starter pack is a series of five add-on packages that are added to the Salesforce CRM platform. One way to compare this is to having a PC with Windows operating […]