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 […]
Managing your Christmas Appeal with Salesforce
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.
Direct Debit With Salesforce
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 […]
Everyday Hero, GoFundraise and GiveNow with Salesforce
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 […]
Annual Statements For Donors
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 with Salesforce
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 […]
Donor communications with Salesforce
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 […]
Donor Care With Salesforce
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 […]
Credit Card Payments For Salesforce
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 […]
6 Tips For Better Grant Writing
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? […]
Getting Started With Salesforce1
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 […]
What is the Non-Profit Starter Pack for Salesforce?
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 […]
