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.

Badges

Applies to NGO Connect only

NGO Connect comes with a set of standard “Badges” that automatically appear on qualifying Account and Contact records. Customers love these Badges that provide instantaneous visual cues as to whether or not a constituent falls into one of these categories. This is something that is often on an organization’s “wish list,” since it is not a common feature in legacy databases.

Some of these standard Badges are:

• Board Member
• Major Donor
• Volunteer
• Sustainer
• Deceased

Account Badge Sustainer

Sample of an Account Badge signifying a Major Donor and a Sustainer. Image courtesy of roundCorner.

For more information on NGO Connect including our top 5 favorite things about NGO Connect, download our paper now!

Download NGO Connect Paper Now!
Emma Shipley

About Emma Shipley

I have always held a passion for community involvement, fundraising, and volunteering, which has brought me in touch with a number of nonprofit organizations. During my time at Indiana University, I worked with the City of Bloomington Volunteer Network to connect citizens with their ideal volunteer experience while promoting volunteerism in the community. In addition, I spent the summer of 2012 working as a mentor for adolescent girls ages 5-15 at Girls, Incorporated of Monroe County. I received my degree in Journalism with a focus in Marketing and Visual Communications. In my free time, I enjoy live music, visiting farmer’s markets, trying new recipes, and exploring Chicago.

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