Fundraising with NGO Connect: Webinar Transcript Part 2
Back in November, Heller Consulting teamed up with roundCorner and Alliance to Save Energy for a webinar about NGO Connect. Part one of the transcript is available here. Stuart Longley from roundCorner gave a demonstration on some of the most important features of NGO Connect explaining both the functionality and the daily use and benefit of these tools. Here is a brief overview of what he covered.
roundCorner was given a lot of flexibility from Salesforce to build a robust donor management and constituent engagement system. In order to maximize functionality and allow users to tailor the system to their needs, roundCorner created a number of packages.
These packages include:
- Biographical package
- Volunteer Management
- and more
Stuart’s demonstration includes an in-depth look into this platform, describing the main screen of Salesforce that is available to all users. He goes over navigational tools such as the search function, recent items bar, and dashboards, which are a visual representation of any data that is in the system. They are built off of reports that run in real time, meaning you never have to wait for the data to become available.
Individual records allow you to see a well-rounded view of your constituent. Standard Salesforce functionality gives you the ability to control where custom fields are located and how they are named. With the help of these tools, you link together the different entities that are in your data and truly begin to understand the six degrees of separation for each of your constituents.
For more information on CRM options for nonprofits, visit Heller’s Resources page for a wealth of papers and reports on CRM, NPSP, NGO Connect, and more.