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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NGO Connect Feature: Personal Attention

NGO Connect Feature: Personal Attention

Saleforce’s NGO Connect (formerly named roundCause) is the cornerstone in Salesforce’s comprehensive CRM offering – Salesforce1 for Nonprofits. NGO Connect has leapfrogged both the Nonprofit Starter Pack (NPSP) and traditional fundraising applications to become the long-awaited “next generation” solution that eliminates data silos, provides the much-desired “360-degree view” of constituents, and drives increased engagement and fundraising.

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Top 5 Favorite Features of NGO Connect and Salesforce

5 Favorite Features of NGO Connect and Salesforce

These are some of the top features that customers report that their user bases find very useful (even fun!) and make the switch to Salesforce.com and NGO Connect even more worthwhile.

These features are great examples of the difference that the Salesforce platform can make
for your organization. In the past, traditional donor databases just didn’t have the computing power or architectural flexibility to offer functionality like this. Now, in the current era of powerful cloud-based applications like Salesforce, and with a stronger value placed on collaboration and constituent-centered focus, a new landscape of possibility has been opened up to fund raisers and other professionals who concentrate on cultivating relationships with constituents.

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Fundraising with NGO Connect: The Connected Nonprofit – Webinar Recap

Fundraising with NGO Connect

If you missed Heller Consulting’s Fundraising with NGO Connect webinar last month, fear not. Here’s a brief overview of what happened. Watch the full presentation over at Heller Consulting’s site, and check out the slides below..

Alliance to Save Energy (ASE) was one of the first organizations to be up and running with NGO Connect, the newest member of the Salesforce1 for Nonprofits family. While there are always benefits to being first, there is also a level of risk involved when leading a fleet into uncharted territory. Fortunately ASE was able to work closely with a team of consultants and developers who have the most experience implementing NGO Connect, and are now working with a powerful system that addresses much more than just their fundraising needs.

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NGO Connect Feature: Salesforce Case Management

NGO Connect Feature: Salesforce Case Management

Heller Consulting put together a list of the top 5 NGO Connect features in their paper, NGO Connect – Maximizing its Potential for You. So far, we have gone over Ease of Access and Viewing, Giving Summaries, Badges and Chatter. Today we will be going over Salesforce Case Management.

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