NGO Connect Feature: Demographics

NGO Connect Feature: Demographics

NGO Connect (formerly known as roundCause) was developed as an application that specializes in addressing sophisticated, multi-channel fundraising management needs for larger organizations without compromising the native strengths and innovations of Salesforce. In general, NGO Connect offers more complex functionality than the Nonprofit Starter Pack, and also offers additional features in areas such as events and grants management that the NPSP does not include. Also unlike NPSP, there is a per-license annual cost associated with NGO Connect. Already unmistakably powerful, the NGO Connect roadmap features many updates that will continue to improve usability for fundraising staff. Heller Consulting released a white paper describing the basic features of NGO Connect. Today we will be reviewing Demographics in NGO Connect.

NGO Connect requires each contact to be related to an Account record, as is typical for Salesforce Apps and is the preferred model in NPSP 3 as well. Accounts can be managed as either Households or Organizations with certain relevant fields and layouts for each. As with NPSP 3, there can be one Preferred Contact per Household or Organization, which is designed to help produce “one-per” mailings. NGO Connect also allows specifying a Secondary Contact as well.

There are many donation summary fields available on the Account and the Contact to make reporting easier. Both Accounts and Contacts can have multiple functional addresses for different purposes, though nonprofits will need to specify their own business processes for synchronizing their usage. Relationships can be created from Contact to Contact and from Account to Contact. The out-of-the-box relationship types cover nearly everything a nonprofit would need and range from family to corporate. The Relationship Visualizer is a dynamic visualization that makes it easy to quickly see all of a constituent’s relationships.

One feature that stands out to us is the Preferences object, which centralizes customer-specific codes such as donor interests, mailing list inclusions and communication preferences. This centralization makes these codes easier to use in reports. Currently the Preferences object is also where volunteer information is stored, while more complete Volunteer management functionality is being developed. Mailing lists are highly customizable, thanks to the multiple salutation and opt-out options. Multiple salutations allow the organization to succinctly address the contact based on the approach, though currently additional addressees and salutations need to be entered by hand (only a basic Contact and Account addressee and salutation are automatically added when the record is saved). The opt-out fields make postal and email list management simple and, when combined with the mailing preferences above, ensure that the organization is effectively contacting selected constituents.

Membership functionality in NGO Connect is advanced, with options available to track multiple membership programs, and is backed by a sophisticated inventory management system that can also automate assignment of benefits at different membership levels. NGO Connect is configurable for chapter-based organizations, though non-chapter-based organizations have nothing to fear: the configuration is behind the scenes and there are no detrimental effects if it is not used. NGO Connect comes with well-developed events functionality that is a real strength of the app. Designed to manage complex multi-day conferences or seminars, the functionality is easily adapted to the more traditional gala and golf-tournament-style events. One drawback that nonprofits should be aware of is that currently event ticket purchases do not create Opportunity records.

Find out more about the features and benefits of NGO Connect’s newest capabilities by downloading this free resource now.

Download Free White Paper!
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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