“It made a huge difference for us as a new nonprofit to have an online presence from the beginning.” — Joi L. Morris, General Counsel and Senior VP of Alliances of HeritX
After being hired to help HeritX implement Salesforce, Jo Ann Lewis, Senior Salesforce Consultant with Idealist, suggested Click & Pledge as their solution for payment processing. “HeritX was headed to an historic conference that would be attended by researchers, industry professionals, and potential donors,” recalls Lewis. “So they wanted to have a platform ready to collect donations as well as any information relevant to valuable contacts.” Lewis recommended Click & Pledge because of the low transaction fees, customizability of the platform, and ease of integration with Salesforce.
“There is a predefined interface between Salesforce and Click & Pledge,” Lewis explains. “Because HeritX was able to choose two tools that were already designed to work together, they were able to go to the conference and have the tools in place to capture donations and data.”
This kind of early setup was critical to HeritX’s initial growth and success. Not only were they able to collect donations and data at the conference, but HeritX was also able to launch a fully functional website by their predetermined deadline.
“It made a huge difference for us as a new nonprofit to have an online presence from the beginning,” says Morris. Because they work with a staff of just three people, the ease of Click & Pledge was a tremendous benefit. The standard donation page provided by Click & Pledge allowed HeritX to launch their website and collect donations while they worked on a page that would integrate more aesthetically with their website and collect information unique to their organization. In addition, Click & Pledge’s custom question fields allowed HeritX and Idealist to create questions to capture important data. Because they are targeting cancer, HeritX receives a lot of donations that are in memory or honor of someone; the customizability of Click & Pledge allowed them to capture that important information.
“It’s incredibly easy how everything just flows from Click & Pledge automatically into Salesforce.” — Joi L. Morris
The customization and customer service provided by Click & Pledge have garnered enduring loyalty from HeritX. “We have been able to develop and integrate a fully customized and integrated donation page on our website that is simple and elegant,” says Morris. “We have also begun to incorporate Click & Pledge’s peer-to-peer platform both on our own website and Facebook.” When they encountered any issues customizing and integrating these new products, Click & Pledge’s daily live support quickly and easily resolved any issues.