Donor Management with Salesforce®

Analyze key metrics and establish automated communication with donors.

Schedule Demo

Donor Management with Salesforce®

Analyze key metrics and establish automated communication with donors.

Schedule Demo
Email & SMS automated messaging

Employ Automatic Communication

  • Send donors immediate email and text message responses

  • Message receipts, event registrations, or promotional memos
  • Schedule responses and messages to donors
Email & SMS automated messaging

Employ Automatic Communication

  • Send donors immediate email and text message responses

  • Message receipts, event registrations, or promotional memos
  • Schedule responses and messages to donors

Identify Your Most Valuable Donors

  • Sort and rank donors by their value to your fundraising
  • Our algorithm considers three inputs stats

      • Personal donations
      • Amount fundraised
      • Donations made within a donor’s network
Donor Management with Salesforce® using Patron Ranking
Donor Management with Salesforce® using Patron Ranking

Identify Your Most Valuable Donors

  • Sort and rank donors by their value to your fundraising
  • Our algorithm considers three inputs stats

      • Personal donations
      • Amount fundraised
      • Donations made within a donor’s network
Donor Management with Salesforce® using Virtual Terminal

Process Manual Transactions 

  • Virtual terminal makes it a breeze to manually accept payments
  • Process credit cards, eChecks, and other payments on the spot
  • Use a desktop card reader or Swiper1 to accept payments

Donor Management with Salesforce® using Virtual Terminal

Process Manual Transactions 

  • Virtual terminal makes it a breeze to manually accept payments
  • Process credit cards, eChecks, and other payments on the spot
  • Use a desktop card reader or Swiper1 to accept payments

Gather Insights & Run Reports

  • Customize your reports and dashboards to show your key metrics

  • Filter contacts and campaigns based on multiple donation and payment types

Track Analytics in Real-Time
Track Analytics in Real-Time

Gather Insights & Run Reports

  • Customize your reports and dashboards to show your key metrics

  • Filter contacts and campaigns based on multiple donation and payment types

Integrate with the World’s Leading CRM

  • Leverage the power of one of the best fundraising tools in the industry with one of the best CRM’s available

  • Sync donor data automatically with Salesforce® in real-time

  • Drive more impact through streamlined fundraising

Integrate with the World’s Leading CRM

  • Leverage the power of one of the best fundraising tools in the industry with one of the best CRM’s available

  • Sync donor data automatically with Salesforce® in real-time

  • Drive more impact through streamlined fundraising

Resource to Get New Users Started

Resource to Get New Users Started

Create your fundraising solution today.

Free demo
Start now

Create your fundraising solution today.

Free demo
Start now