NGO Connect Feature: Ease of Access and Viewing

NGO Connect Features

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 their top 5 favorite features of NGO Connect in their paper, NGO Connect – Maximizing its Potential for You. Today we will be highlighting the first NGO Connect Feature: Ease of Access and Viewing.

Ease of Access

Probably one of the most well-known attributes of Salesforce is that it is cloud-based, which means all any user needs to access it is a web browser. Salesforce is optimized for use from any computer or mobile device.

This accessibility has been a terrific boon to fund raisers and others who are constantly on the go. Gone are the days of creaky remote connections and read-only mobile access (if any mobile access was available at all) to the CRM/donor management system. Now fundraisers can look up records, make their call/visit notes, and review reports and dashboards whenever they need to, wherever they are.

Another feature that gets high marks is the ease of viewing all information about a contact, a household, or an organization on one customizable screen. Want to see the giving history first thing? No problem. Maybe updating activities and relationships is where you spend most of your time? Those parts of the record can be placed at the top of the screen, while pieces of information that you don’t look at very often can be placed further down, or hidden from view. This makes using the system on a daily basis faster and more efficient for all users.

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

Download NGO Connect Paper Now!
Monika McMahon

About Monika McMahon

Monika joined Heller Consulting after spending 8 years in the Boulder technology startup scene. She is an expert in Social and Digital marketing, adopting and implementing new (and old) platforms for organizations ranging from ecommerce, SaaS, and nonprofits. Monika not only understands how these platforms work but how to use them to meet business objectives. When she is not educating and sharing her online talents, she can be found enjoying the music scene in Denver.

One comment

  1. Susan Kenna Wright

    I find it very helpful to create a button on Account that opens a dynamic report of the Account’s giving.

Leave a Reply

Your email address will not be published. Required fields are marked *