Building & Maintaining Relationships
From enabling databases to better serve the needs of nonprofit social change organizations, to full integration of data about constituent behavior.
It should be no surprise that some of our coolest innovations have been built with the specific objective of helping organizations more easily and effectively build and maintain relationships with the people they care about most -- the people who help them accomplish their mission.
Integrated Email
Want to increase the size of your email list? Allow your site visitors sign up for email directly from your website. Names and email addresses can be recorded in a variety of thrid-party databases or email broadcasting tools.
Automated Householding
Householding allows you to track individual people but connect them together at a single place of residence.
Automatic Catch-All Organization
Contacts in Salesforce.com need to be connected to an Organization. A catch-all Organization makes this possible without any extra work.
Lead Conversion Wizard
People often come into Salesforce as Leads from an email updates form or campaign form. The Lead Conversion Wizard makes turning these Leads into Contacts easy while also avoiding duplicates.
Automated Donor Totals
This feature calculates donation history and key metrics are shown on the Contact record.
Tracking Donations by Campaign
Contacts who make a gift related to a Campaign are automatically recorded as Donors on that Campaign.
Installment Payments
Gifts and Grants can come in the form of multiple payments over a period of time. This allows you to record a Gift or Grant and then break out the expected payments.
Automated Membership Status
If you track Memberships for your supporters, this functionality will simplify your renewal processes, give you easy to obtain member reports, and help you to generate key Membership program metrics.
Leadership Ladders
Successful relationship development with a constituent means strengthening the bond over time. Leadership Ladders are a way to track the actions that constituents take. By connecting a Contact to an Action, you can automatically create a picture of their Leadership Activities over time.
Jurisdictions
Jurisdictions are Counties, Legislative Districts, Congressional Districts, Ridings etc. They allow for connecting Activities and People to geographic places.
Outcomes Tracking
Outcomes can be real-world decisions an organization wants to influence (legislation, rules, buying decisions, etc.) and sometimes they are less concrete (increasing capacity, changing positioning, etc.) The Outcomes Tracking module helps an organization connect those Outcomes to the work being recorded in the database.
Plone-Salesforce Integration
Pass data back and forth between Plone and Salesforce through web forms and Salesforce pages.
