NGO Connect Feature: Ease of Basic Processes
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 Ease of Basic Processes in NGO Connect.
Because so much of NGO Connect’s application is customized to meet the client’s individual needs, the ease of basic processes, such as constituent entry, gift entry and duplicate checking, is dependent on the resulting product. As a result, nonprofits will need to adapt the user guide that is provided, or create much of their own system documentation and training.
NGO Connect is designed to manage large-scale direct marketing initiatives with complex segmentations. The Campaign setup feature has been customized to allow easy generation of segments and source codes. If using the optional roundScope suite to generate complex direct mail segmentation, Campaign Memberships will automatically populate in NGO Connect.
For nonprofits without advanced system administrators, NGO Connect is developing a less complex query tool on the Campaign record for creating simpler mailing lists. This update is currently on the roadmap for future release.
Find out more about the features and benefits of NGO Connect’s newest capabilities by downloading this free resource now.Download Free White Paper!