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 360+ 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
- Wealth Intelligence Inside Every Record Access 65+ wealth and philanthropic data points — charitable giving history, real estate holdings, business affiliations, SEC insider data, and political contributions — directly on every Salesforce Contact, Lead, and Person Account.
- Always-Current Donor Profiles See how a donor’s wealth capacity and scores have changed over time. DonorSearch360+ tracks screening results between sessions so your team is always working with the most complete picture of each donor.
- Screening at Any Scale Screen millions of records in a single click from a standard Salesforce Report. Schedule screenings daily, weekly, or monthly.
- AI Predictive Scoring Six AI scores — covering giving likelihood, upgrade potential, retention risk, lifetime value, sustainability, and acquisition — surface directly on the donor record so your team can prioritize with confidence.
- Visual Dashboards and Transparent Error Reporting Graphical dashboards make donor wealth data easy to read and act on.
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.