Ensure your data quality is good enough to support your marketing and sales strategies instead of slowing down the performance of your business or organisation.
Payments2Us gives you all the configuration options that help you tailor it to your organisation. It gives you total flexibility to implement your uniquely satisfying solution
Organising events for fundraising, or for members is labour intensive, whether they are paid or free. Event managers and training co-ordinators know that success is not just what happens on the day. Both corporates and non-profit organisations face that challenge.
Membership processes are often a pain. Payments2Us addresses all the frustrations felt by Membership Renewal Managers
Payments2Us has been developed to meet every point of the long wishlist expressed by fund raising managers about making donations easy to to grow. The combined power of Salesforce and Payments2Us opens new opportunities to increase donations and better support the cause.
The smart payment wishlist of Business Managers – Marketing & Sales is easily addressed with the features of Payments2Us and of the Salesforce platform. Our purpose is to simplify the tasks and processes that waste your resources today, enable a positive experience for everyone and speed-up your cashflow.
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 […]
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 […]