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Donor Tracking and Management

Connect: The New Way to Click & Pledge

By | CRM & Salesforce, Donor Tracking and Management, Nonprofit Tech, Salesforce shortcuts and tips

Click & Pledge, the online donation tool for nonprofits that integrates with Salesforce, has really upped its game with a new platform called Connect.

What Click & Pledge Does Well

The functionality of Click & Pledge, both on the payment processing and on the Salesforce integration end, has always been superior. The money goes straight to your bank and the contact data goes right into your Salesforce— keeping everyone happy. Particularly helpful is the sophisticated logic Click & Pledge employs to prevent duplicates. For example, when Paul Baxter gives $100 to your organization every Christmas for five years, the logic recognizes that the single contact Paul Baxter gave a total of $500, rather than five separate Paul Baxter’s donating $100 each.

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Mastering Click and Pledge Memberships with Salesforce

By | CRM & Salesforce, Donor Tracking and Management, Nonprofit Resources, Operations and Development

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In a prior blog post about “How to Handle Memberships in the Salesforce Nonprofit Starter Pack,” we shared how to manually enter memberships into Salesforce, but what do you do if you have online memberships? Click & Pledge (C&P) a popular online donation tool that integrates excellently with Salesforce, can handle all of your online membership needs. 

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MapAnything: Using Geo-Analytics to Boost Your Donations

By | Data Management, Donor Tracking and Management, Salesforce News and App Reviews, Volunteer Management

MapAnywhereMapAnything is an incredibly powerful and robust geo-analytics tool available to Salesforce users. It’s a visual tool that is ideal for marketing and development, with clear applications for team and business management. While MapAnything wasn’t specifically designed for nonprofits, it’s a very translatable utility. We’re big fans, and we want to tell you why.

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Salesforce Tip: How to Enter Matching Grants

By | Donor Tracking and Management

Many employers offer matching grants to supplement the donations made by their employees.  Your non-profit organization may want to track these grants separately and report on them to ensure that the original donor is getting proper credit for the full amount that he or she is responsible for.  Salesforce includes a method for distinguishing matching gifts from conventional ones.

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