DonorSearch 360io Salesforce Application
At DonorSearch, we combine giving history, mission-affinity, and wealth data to deliver your best prospects instantly. Now, you can conduct transformative prospect development right within Salesforce with the DonorSearch 360io app integration
$209 USD/company/month
Pricing Details
Industries
Nonprofit
Business Need
Collaboration
Compatible With
Sales Cloud, Nonprofit Cloud
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Overview
Highlights
PHILANTHROPY-FIRST PROSPECT DEVELOPMENT:
Are they philanthropic? As new contacts enter Salesforce, you can automatically learn how much and where else they give.
MAXIMIZE YOUR DONORS’ POTENTIAL:
Is your donor list hiding a potential major donor? Know which low- and mid-level givers are donating major gifts elsewhere with one click.
STRAIGHTFORWARD AND ACTIONABLE DATA:
Our industry-leading matching logic provides better accuracy and gives you the confidence in our data to use over 20+ fields of data reliably in any prospect development report.
Provider Details
DonorSearch
Marriottsville, MD USA
Founded
2007
Email
info@donorsearch.net
Website
https://www.donorsearch.net/
Phone
(410) 670-7880
DonorSearch is an organization with a purpose, helping clients with a purpose find the right philanthropic opportunities.
Giving back is at the heart of what we do; that’s why it’s at the heart of our product and the core of the values of every team member. Our family-run company is nimble, dedicated, and invested in your success.
Innovation is at the core of our product and business; we create efficiency for NPOs through our cutting-edge technology, acting as a dedicated partner to your business. Our solution gives you customized fundraising options using integrations, partnerships, and CFRE certified classes with best-in-class industry trends.
Pricing Details
This package includes up to 2,500 batch screening / profile credits, unlimited client support and training, up to two (2) user licenses, and much more. The app can be connected to a ProspectView Online subscription for as low as $125 per month.
More Details
Compatibility
Requires
None
Compatible With
Sales Cloud, Nonprofit Cloud
Salesforce Editions
Professional, Enterprise, Unlimited, Force.com, Developer
App Details
Version
360io/Winter 2024 3.14.0
First Release
07/03/2018
Latest Release
09/06/2024
Supported Features
No Limits, Lightning Ready, Person Accounts, Community Builder, Managed Package
Package Contents
Custom Objects: 6
Custom Tabs: 2
Custom Apps: 1
Languages
English
Lightning Components
Global: 3
App Builder: 1
Community Builder: 1
Security
Learn more about the Security Requirements for AppExchange Partners and Solutions.
This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
3.12.8
Last Reviewed Date
06/12/2018
Additional Details
THE PROSPECT DATA YOU WANT, WHEN AND WHERE YOU WANT IT
PHILANTHROPIC GIVING: Measure donor affinity through charitable giving history to other organizations.
WEALTH CAPACITY: Our wealth screening tools easily assess capacity for giving, accounting for real estate, business, and SEC holdings.
ONE-CLICK PROFILES: In-depth prospect profiles created and imported with one click.
SCREEN RECORDS FROM WITHIN SALESFORCE: 360io can run the list of prospects you select as a campaign, run the screening, and automatically load the results, even millions of records
PROSPECT ON YOUR SCHEDULE: You determine when your names are automatically screened–so you have the info you need when you need it–like when you add new parents, patients, subscribers!
USE THE CUSTOM SETTINGS PAGE TO MANAGE YOUR PROSPECTING WORKFLOW: Monitor remaining records available, choose background processing options and review current and previous DonorSearch projects.
POWER MESSAGES FROM INTEGRATED MARKETING PLATFORMS: Use the giving by interest data in Salesforce to send automated messages from MarketingCloud or Pardot that highlight how their passions blend with your mission.
Need help?
DonorSearch
Marriottsville, MD USA
DonorSearch offers one-on-one and group training/support with no additional charge. Our industry-leading Customer Success team is a driving force to our rapid growth and high client retention rate.
Support Phone
(410) 670-7880 option 1
Other Resources
Email
Terms & Conditions