NGO Connect Feature: Online Donation Forms and Event Registration

NGO Connect Feature: Online Donation Forms and Event Registration

In addition to the top five features of NGO Connect, Heller Consulting outlines five important features to take advantage of in their white paper, NGO Connect – Maximizing its Potential for You. So far, we have covered Personal Attention and Event Management. In this post, we will discuss the third NGO Connect feature from this series: Online Donation Forms and Event Registration.

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NGO Connect Feature: Workflow and Validation

NGO Connect Feature: Workflow and Validation

Announced in September of 2014, NGO Connect (formerly named roundCause) is the cornerstone in the Salesforce Foundation’s comprehensive CRM offering – Salesforce1 for Nonprofits. NGO Connect is designed to not only meet all your fundraising needs but also enable your entire CRM strategy and constituent engagement channels.

Heller Consulting has put together a list of our top 5 favorite features of NGO Connect in our paper, NGO Connect – Maximizing its Potential for You. Today we will be going over the NGO Connect Feature: Workflow and Validation.

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CRM, Requirements Gathering – Not a Snooze-A-Palooza!

CRM, Requirements Gathering---Not a Snooze-A-Palooza!

Requirements gathering, that is “what business processes do you want to emulate in your CRM” or in more lay terms, “what does your business want to DO” is really a targeted conversation about how your organization wants to move forward with constituent engagement.

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NGO Connect Feature – Event Management

NGO Connect Feature: Event Management

NGO Connect comes with unique event management tools that are a strength of the application. Most nonprofits use various types of events for “friend-raising”, fundraising, and program-related purposes, and may utilize multiple tools to manage them all (including Excel). It is worthwhile to start thinking about how you may transition your event management to take advantage of what NGO Connect has to offer.

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Components of CRM

Components of CRM

CRM is ultimately a strategy, as we’ve discussed at length in our white paper, Making Your CRM Aspiration a Reality. However, implementing the CRM vision relies on physical components to translate that vision into reality. This is why talking about CRM quickly and inevitably leads to such topics as software, websites and integration. Implementation of a CRM vision and strategy are inextricably linked to the technology that enables them.

At Heller we used to think about and talk about the technology enabling CRM as if it were a puzzle, a seemingly apt metaphor with multiple pieces that all fit together to form a whole. Each piece has a unique function and before a puzzle is finished, it’s not fulfilling its purpose. But when complete, it’s very clear that the efforts to put it together have been successful, and the job is done. The puzzle will stay finished forever.

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