Our CRM Connector turns Salesforce into a fundraising platform.
Transform Salesforce into your digital fundraising platform with our CRM connector and access all donation data, contacts, and information centrally in one system – in real time.
Our Salesforce-Integration
In brief: How the CRM Connector works.
- Salesforce-Standards:We build on the Salesforce Nonprofit Success Pack (NPSP) and the new Salesforce Nonprofit Cloud (NPC), using standardized Salesforce objects. You can continue to use all familiar Salesforce features and integrations.
- FundraisingBox Fully Usable: Our diverse product is available to you in its entirety. This allows you to fully utilize fundraising tools like donation forms, fundraising campaigns, donation widgets, etc.
- High Data Quality: Through smart duplicate detection, we identify and clean up duplicate records, ensuring high data quality in Salesforce.
- Automatic Error Management: With our CRM connector error log, you can integrate simple and customizable error management. Automated notifications directly in Salesforce allow you to quickly and independently manage issues, such as validation errors.
Important Questions and Answers about Salesforce for Organizations
Our product manager, Carla, provides important answers to the initial key questions if you are considering switching to Salesforce.
For which organizations are CRM systems like Salesforce or Microsoft suitable?
Carla: CRM systems like Salesforce or Microsoft are ideal for organizations with complex workflows in donation and donor management, campaign management, and task management. These systems offer highly customizable features, powerful analytics tools, and a variety of seamless integrations with other platforms. This flexibility allows for the adaptation and execution of individual workflows within the system.
However, they are less suitable for organizations that prefer out-of-the-box solutions or conventional standard processes and have limited resources for developing, implementing, and tracking individual customizations.
Why do you need a CRM Connector in addition to these systems?
Carla: The FundraisingBox CRM connector completes systems like Salesforce or Microsoft Dynamics, transforming them into comprehensive digital fundraising platforms. The CRM connector links the CRM with various fundraising touchpoints such as online donation forms, fundraising campaigns, donation shops, and custom donation apps.
Our CRM connector also enables the integration and management of various payment methods, such as SEPA direct debit management. This capability is rarely offered by most CRM platforms from the US market. With a comprehensive payment cloud, new and efficient ways of digital donations emerge.
The CRM connector not only captures data on donors, single and recurring donations, and others, but also processes this data according to the organization’s needs within the CRM and connects them.
What should organizations consider when deciding on a CRM system or even a switch?
Carla: It’s crucial to focus not just on what the final product should look like, but on identifying which problems the system should solve. This means that the most important step is a requirements analysis at the beginning, often conducted with the support of an implementation agency. Based on this analysis, a tailored architecture is developed, which is essential for the organization to ensure the system’s performance.
Despite the various use cases of Salesforce and Microsoft, it’s important to consider the following in advance: Does the effort of a migration project justify the flexibility and customization options of the new CRM? How limited am I by an out-of-the-box solution? Additionally, it’s important to have realistic expectations about the costs and timelines of the implementation.
Ultimately, it’s essential to ask: Do we have the resources to manage the high degree of customization offered by large CRM systems? Or can we create these resources? Both the implementation and use of CRM systems like Salesforce or Microsoft Dynamics require significant know-how and time.
How our customers use the Salesforce Connector
Use Case Habitat for Humanity
“I, as a fundraiser, am pleased that I can finally view all donor data in one place, along with all the information related to our projects,” says Norma Habbel from Habitat for Humanity. Read more
Use Case CBM
“By using FundraisingBox and Salesforce together, we manage to see all our supporters’ data at a glance, regardless of the channels through which contact is made and donations are given,” explains Monika Stewing, Delivery Manager at CBM. Read more
Workshop
To ensure transitions and collaboration between IT, external service providers, and agencies run smoothly, we act as intermediaries for you. In individual workshops, we clarify complex processes and workflows with you and all your stakeholders, addressing all your questions.
Solution Architect
Does your organization already use Salesforce CRM or are you considering switching and want to use the Payment Cloud and Digital Fundraising Tools of FundraisingBox? Together, we will find tailored solutions to meet your and your organization’s needs, and we can also implement complex requests for you. We design a functional interface for your use case so that you can fundraise digitally, successfully, and efficiently.