Understanding the basics of the Salesforce Nonprofit Success Pack is essential to using this constituent relationship management software. Whether you use Salesforce NPSP as your primary CRM or pursue a Blackbaud Salesforce integration, here are a few tips to help a nonprofit achieve better donor data management in Salesforce.
Integrate Your Salesforce Data Using Omatic Cloud For a More Centralized View Of Your Data
If your organization uses Salesforce for Nonprofits alongside other third-party applications available through the AppExchange or other external platforms, you may benefit from the ability to access data in a centralized location. Although both of these platforms are cloud-based, a centralized database can bring together data from multiple sources, including applications integrated with or used separately alongside Salesforce.
While some applications are directly integrated with Salesforce, a cloud-based integration solution such as Omatic makes it possible to share data with platforms that have unsupported applied programming interfaces or lack APIs. This can be a great solution for managing cloud financials for nonprofit membership organizations. Whether you want centralized access to accounting, donation or constituent records, this platform increases the availability of information without compromising security.
Define the Data You Store In Your CRM
Taking time to clearly define information stored in a Salesforce NPSP database is a data management for nonprofits best practice. One of the benefits of using Salesforce is the capability to customize the methodologies used to keep track of accounts, contacts, campaigns, and opportunities on this platform. Data that is not clearly defined, and particularly records that originate in other systems, may not be turned up in queries or be available for use when needed.
Integration software can eliminate many obstacles to defining data. This platform makes it easier to indicate how data from one application should be processed and stored in Salesforce NPSP or any other CRM in use at an organization. Many types of data stored in contact records can benefit from definition, but definition is even more important for gift classifications.
Use the Batch Gift Entry Tool
The support for Batch Gift Entry added to Salesforce NPSP in 2019 can facilitate workflows for nonprofit staff. This tool is capable of making consistent form templates for processing gifts in batches of up to 10,000 entries. Under the Batches subtab, users can access options for gift entry, specify expected amounts for batch totals and even do a dry run for an entire batch.
Nonprofits can benefit from combining the features built into Salesforce for Nonprofits and optional packages for this platform with integration software. When it comes to importing and exporting data across platforms and ensuring that information is accessible in a centralized location, the right cloud-based integration platform can help nonprofit stakeholders get more out of Salesforce NPSP.
These three tips cover some of the most helpful methods for using Salesforce NPSP with Raiser’s Edge NXT or other Blackbaud software as well as a wide range of third-party applications. Using data integration software, defining data and finding solutions for entering donation information in batches contribute toward better donor data management practices.