The DonorSearch – Salesforce Integration is a custom object within the SalesForce contact record. This data can be used to help your major gifts program, annual fund, events coordinator, planned giving program, and foundation office.
Come see why thousands of nonprofits are stepping up to DonorSearch.
Import results into DonorSearch fields at the click of a button. This data can be used for custom reports and queries.
Create Custom Workflows
Create workflows to review every donor in real time as they enter Salesforce automatically. Use tasks to automate follow up for the proper fundraising or advancement professional to perform more research, or reach out with a qualifying thank-you call.
One Click Profile Generation
Click a button to access the DonorSearch detailed profile and manually research and edit before clicking the button to import summary data.
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.
Come see why thousands of nonprofits are stepping up to DonorSearch by testing our Salesforce Integration today at no charge.
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