DonorSearch + Salesforce Integration
DonorSearch’s seamless integration with Salesforce allows your nonprofit to access top-of-the-line wealth and philanthropic screening insights directly in your Salesforce CRM. Simply download DonorSearch 360io on the Salesforce AppExchange to gain actionable insights into your organization’s donors and prospects and level up your fundraising across the board.

What Is Salesforce?
Salesforce is the world’s most popular constituent relationship management (CRM) platform, offering unified data management, automation, and analytics solutions for nonprofit and for-profit organizations alike. Salesforce Nonprofit Cloud, Education Cloud, and Health Cloud form the foundation of its cloud-based CRM offerings for the mission-driven sector. From there, your organization can leverage built-in features to manage everything from marketing to programming and enhance the platform with integrations available on the AppExchange.

With DonorSearch’s Salesforce Integration, You Can…
- Gain actionable insights from integrated data that lead to streamlined donor identification and cultivation.
- Create enhanced donor profiles by combining accurate prospect research information with your internal records.
- Customize workflows and dashboards to develop efficient donor management and engagement processes.
- Screen prospects in real time so you can quickly identify potential high-impact donors when they first interact with your organization.

Key DonorSearch + Salesforce Integration Features
- Comprehensive Prospecting Insights
-
- Get a holistic view of your donors with access to 65+ wealth and philanthropic data points and DonorSearch Ai ratings in your Salesforce CRM, including charitable giving histories, real estate holdings, business affiliations, SEC insider data, political contributions, and more.
- Customizable Data Displays
-
- The custom DonorSearch object lets you merge screening data with internal records, allowing for more effective segmentation, comprehensive reporting via custom dashboards, and faster analysis to inform moves management processes.
- Batch Screening Capabilities
-
- Especially for large organizations with lots of constituents, screening large prospect lists directly in Salesforce can help you sift through a sea of data to find the right high-impact donors for every fundraising initiative, from capital campaigns to planned giving.
- Automated, AI-Powered Workflows
-
- Salesforce’s built-in AI automation combined with DonorSearch Ai’s advanced machine learning capabilities will streamline your work and offer unparalleled insights through automatic screening triggers, predictive prospect modeling, individualized data reports, and content generation.
- Prospect Portfolio Management
-
- Access to the My Portfolio feature empowers your major giving team to manage, qualify, and prioritize donor portfolios to focus on the most promising outreach opportunities and work smarter, not harder.
See DonorSearch + Salesforce in Action
Learn how the Wildlife Conservation Society integrated DonorSearch with its Salesforce CRM to find hundreds of qualified major donor prospects among its existing supporter base.