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How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has identified 2 or more Designations and possibly spanning one or multiple Budget Years? Read how to use Conga Composer to generate mail merges from Salesforce.
Whether it’s envelopes for fundraising materials, event invitations, volunteer release forms, thank you letters or end of year tax receipts, the ability for a non-profit to quickly generate and print out personalized documents is central to its success. While a lot of attention is given towards the right mass email platform, who do you turn to when you need to create mail merges from your Salesforce.com data?
AppExtremes is the company behind the Conga suite of solutions: Conga Composer, Conga Mail Merge, Conga Courier, Conga Conductor, and Conga Workflow. Our flagship product, Conga Composer, is the most popular document generation app on the Salesforce AppExchange and has consistently been in the AppExchange Top Ten since Conga Composer launched in 2007. Conga Composer makes it easy to retrieve your data from salesforce.com and merge that data into sophisticated documents, whether Word, Excel, PowerPoint or PDF. You can then print it, store it locally or in Salesforce, or send it via email. Conga Composer will also log activities, create follow up tasks and even update fields.
With more than 1,300 available apps and after more than one million downloads, it makes sense to see what the AppExchange has to offer for a nonprofit and educational organizations. Here are a few applications we like and often implement for our clients.
