Why CRM-Bookkeeping Integration is Harder Than You Think

CRM-Bookkeeping IntegrationIt always starts innocently enough: one of our clients smartly recognizes that their financial records are the most reliable data source for donors and constituents, and asks how to sync this to their CRM. This request happens almost on a weekly basis, from organizations of all sizes, using all manner of back office systems (QuickBooks, Peachtree, Great Plains and more). The motivation behind this request is typically to achieve these two clear benefits:

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Bridging Your Data: Four Ways to Make Databases Communicate

Bridging Your Data: Four Ways to Make Databases Communicate

So, you want to consolidate your data between two different databases? That is a great idea—what better way could there be to share information between departments? Data entry would be reduced and reports would be more robust. The result would be a more efficient use of time, enhanced measurement of outcomes and better communication between staff. What’s not to like? But it begs the question…how do you do it?

Before we delve into that question, you need to first understand the fundamentals of integration. This will help you explain the process to decision makers and influencers as you conduct your due diligence and figure out the costs involved. Integration is much like building a bridge over a river. Each side of the river represents your disparate databases. For example, let’s say you wish to have record of all QuickBooks invoices under the respective account record in Salesforce. The result would be a bird’s-eye view of your constituents from invoicing to donations. You would need to build a bridge for the two databases to communicate. That said, much like in real life, you would have to build that bridge and that bridge can take on many forms.

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How to Select the Correct Data Structure in Salesforce for your Nonprofit: Person Account

How to Select the Correct Data Structure in Salesforce for your Nonprofit: Person Account

We’ve come to the end of our series where we look at the different data structures in Salesforce. As we discussed in our first two post of this series, Salesforce is an extremely pliable database, which allows for a number of different configurations across multiple industries. In our first post we took a look at using the Account to Contact structure for your nonprofit, and the second post was all about the Individual Account (NPSP). As we said before, Salesforce has limitations which are dictated by the architectural “structure” you choose, so be sure you read about all three structures before selecting one.

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How to Select the Correct Data Structure in Salesforce for your Nonprofit: Individual Account (NPSP)

How to Select the Correct Data Structure in Salesforce for your Nonprofit: Individual Account (NPSP)

As we discussed in our first post of this series, Salesforce is an extremely pliable database, which allows for a number of different configurations across multiple industries. In our first post we took a look at using the Account to Contact structure for your nonprofit, discussing the pros and cons. Today we will be looking at the Individual Account (NPSP). As we said before, Salesforce has limitations which are dictated by the architectural “structure” you choose.

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How to Select the Correct Data Structure in Salesforce for your Nonprofit: Account to Contact

How to Select Salesforce

Salesforce is an extremely pliable database, which allows for a number of different configurations across multiple industries. This is the first in a series of three blog posts that will take an in depth look outlining your options and what selecting each will mean for your nonprofit. Like any database, Salesforce has limitations which are dictated by the architectural “structure” you choose. In the simplest terms, there are three structures that Salesforce provides: Account to Contact, Individual Account and Person Accounts. The challenge is to select the right structure for your organization. It is important to note that there is no perfect structure, but some choices are better than others. The selection of data structure is significantly important as it relates to the nonprofit space. This series will cover all three structures with a brief breakdown of their respective strengths and weaknesses.

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