Do you use Salesforce or Raiser’s Edge? You’ll Love This

Posted on

Now you can easily integrate your donor data into your CRM solution. We know that your ability to cultivate strong relationships with your donors is vital to fulfilling your charitable mission. Now, we make it easy to add information about donors who give to you using CanadaHelps into your Constituent Management Relationship (CRM) solution. Introducing:

JMGSolutionsJMG Solutions Plug-in for Raiser’s Edge
For seamless integration of CanadaHelps donation data with Raiser’s Edge CRM, you can use this robust plug-in to: easily identify and associate a new donation record with an existing CRM donor record, auto-update data structure to ensure each imported field meets your data requirements and best practices, review and edit donor records before import, and more! Get the Plug-in!

CanadaHelps Connector for Salesforce
The new, freely available CanadaHelps Connector for lets charities quickly and easily import CanadaHelps donor and donation data into their CRM. This solution is available to all charities using a standard implementation of the Salesforce Foundation’s Nonprofit Starter Pack 2 and 3, and Salesforce Enterprise Edition. Get the App!

Share This Page

Leave a Reply

Your email address will not be published.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