Join the User Forum: Salesforce Donor Management User Group
About
Click & Pledge has developed a FREE "real-time" integration with the Salesforce(TM) CRM platform. Our solution takes advantage of the Salesforce Foundation's FREE offering of 10 Enterprise users to all registered nonprofit organizations.
Take a Poll
If you are currently using a Donor Management System we would like to know a few things about how you use it and its overall effectiveness in your environment. Please take a moment to participate in a few polls:
Click & Pledge has developed a FREE "real-time" integration with the Salesforce(TM) CRM platform. Our solution takes advantage of the Salesforce Foundation's FREE offering of 10 Enterprise users to all registered nonprofit organizations.
Below is a recorded overview of the Click and Pledge Payment as a Service Application on the Salesforce AppExchange. Webinar covers:
- Integration set up
- Contact creation - control how contacts are created, eliminate duplicates
- C&P Settings - customize your app
- Autoresponder - set up automatic email responses based selected criteria
- Designer - to create custom emails
- C&P Reports - predefined and custom reports
- C&P Data - record of data log by transaction
- Virtual Terminal - for manual transactions, reprocessing, batch processing, inputting cash/check transactions, card swipe
- Swiper1 - accept transactions from smart phone, integration includes Salesforce lookup
- and more
- To read more about Salesforce CRM please visit: http://Salesforce.com
- To apply for a FREE nonprofit account visit: http://www.salesforce.com/company/foundation/
Take a Poll
If you are currently using a Donor Management System we would like to know a few things about how you use it and its overall effectiveness in your environment. Please take a moment to participate in a few polls: