Causeview is a robust fundraising application created by BreakEven, Inc. It’s meant to be a fully automated solution that out of the box gives you everything you need to manage donors, volunteers and events.
June 9, 2014
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
Causeview is a robust fundraising application created by BreakEven, Inc. It’s meant to be a fully automated solution that out of the box gives you everything you need to manage donors, volunteers and events.
Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter Pack (NPSP) for a while and you’ve found that you need more robust support for managing your fundraising and your donors’ preferences. Maybe you’re new to Salesforce and you know that you need it tailored to complex nonprofit business processes. Either way, when your nonprofit reaches a certain point in your approach to CRM, it may be time to consider an application like roundCause. roundCause is a comprehensive application for nonprofits built on the Salesforce platform. It has a robust set of features for fundraising, marketing and communications, events, and overall relationship management. It offers 360 degree view of your donors and volunteers, as well as empowering you to track and increase constituent engagement.
Action for Healthy Kids Migrates from Luminate Migrated from Convio Luminate to Salesforce and utilized
Up and Running on the Salesforce Platform within Less Than a Month Client Moishe House,
Client Coaching Corps works to improve the health, educational and social outcomes for kids living in
Using the Power of the Force.com Platform to Manage Workshops, Track Attendance, and Deliver a State
A multi-departmental roll-out of Salesforce and improved user adoption are helping Youth Villages to provide
When using Salesforce to run your organization, there comes a point where the complexity of your implemented solution process may cause your users to complain, or sometimes even stop using your system. Over the last fifteen years I have heard so many complaints about business applications that point back to an issue of complexity. You can avoid it, learn how.
A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you build and implement a flow, you only have to enter the data once– and the flow powers the rest of your business process. But, what if the data already exists somewhere in your Salesforce database? How can a Flow leverage the data that you already have to create or update other records? With a little bit of Visualforce, you can extend your flow into an even better tool for managing and maintaining your data.
None of us likes to limit our choices if we don’t have to, so on its surface Salesforce’s multi-select picklist (MSP) seems like a great field type. Users can select multiple options while you can still enjoy the standardization that picklists bring, right? In my rookie Salesforce administrator days, I thought MSPs were awesome. Then my nightmares began.
Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance –to exporting the data to Excel –to merging the data into your statements. And what happens if you have multiple open items or donations for a single constituent or household? It can turn into a nightmare to create these statements, while your staff spends precious hours performing a task that should be automated. Apsona Mail Merge to the rescue!
4 Steps to Integrating Social Media into Successful Campaigns, is a helpful guide for understanding and using social media to meet your campaign goals.