NGO Connect Feature: Chatter

NGO Connect Feature: Chatter

Back in September, 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 and Badges. Today, we are going over the NGO Connect feature: Chatter.

Chatter is a powerful collaboration tool that has the potential to revolutionize your internal and external communications. Chatter is a native feature of Salesforce and is available to any client on the platform. Once nonprofits develop a few of their own use cases, they find Chatter to be a valuable addition to their daily toolset.

Chatter showed up on The Connected Cause in this post and some of the points we made then deserve to be restated here.

  • Chatter allows fund raisers to “follow” records, which means automatic updates whenever something changes on a record you care about. This is something that many fund raisers have been dreaming about for years.
  • Chatter usage can be freely extended to people in your organization who don’t normally access Salesforce, and also with anyone outside the organization. This is a great way for organized group communication without relying on complicated e-mail chains.
  • Chatter enables collaboration between people in the organization, with the benefit that all the history of the conversations and decisions is automatically kept in the CRM system. No more worrying about how to attach an e-mail, or copy in your notes.

To learn more about Chatter and all things NGO Connect, download our white paper here:

Download NGO Connect Paper Now! Read More

Webinar: Fundraising with NGO Connect – The Connected Nonprofit

Webinar: Fundraising with NGO ConnectFor the past two months, NGO Connect has been big news in the Nonprofit world. As the newest member of the Salesforce1 for Nonprofit family, NGO Connect promises to provide nonprofits with the tools they need to maximize fundraising efforts while creating a more effective and efficient organization.

Thinking of making the switch? Don’t miss this free webinar on November 20th! Please join Joseph Jagassar from ASE, Heller Consulting’s Keith Heller and roundCorner founder Nick Ward as they explain the basics of constituent relationship management (CRM) and provide details on how a relationship-centric strategy can use modern tools to establish, nurture, and make the most of those constituent relationships.

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NGO Connect Feature: Badges

NGO Connect Features: Badges

Saleforce’s NGO Connect (formerly named roundCause) is the gift that keeps on giving. It 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.

Heller Consulting has 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 and Giving Summaries. Today, we are going over the NGO Connect feature: Badges.

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10 Salesforce Terms You Need to Know

10-Salesforce-Terms-You-Need-to-Know

2014 has been a whirlwind year for nonprofit Salesforce users and you can be excused if you’re still catching your breath! Ever since Benioff kicked off his keynote with a focus on Haiti relief efforts and Salesforce1 at Dreamforce 2013, there has been an undercurrent of energy and new marketing announcements to the nonprofit world nearly every month.

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NGO Connect Feature: Giving Summaries

NGO Connect: Giving Summaries
By now, many of you are familiar with Saleforce’s NGO Connect (formerly named roundCause). It 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.

Heller Consulting has put together a list of the top 5 features of NGO Connect in their paper, NGO Connect – Maximizing its Potential for You. A few weeks ago, we went over ease of access and viewing. Today we will be covering Giving Summaries.

Read More
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