Nonprofit and Government Financial Operations Improvement Specialists

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Development and Customization

Development and customization consists of expanding the core functionality of a Salesforce database to incorporate your organization’s unique needs and requests for custom tracking and management.

To assess development needs, AccuFund CRM’s goal is to understand:

Besides fundraising and marketing, what other initiatives are vital to the success of your organization?

  • Individual At-Home Fundraising Events
  • Donor Advised Funds
  • Tracking Partners
  • Management of Overseas Medical Care
  • Tracking Inventory, or Goods Sold

What are the administrative tasks necessary for the success of this unique process?

  • Reporting and Forecasting
  • Real-Time Data Entry
  • Automated Reminders

Will this unique process be incorporated into other aspects of your donor database?
Who will have the responsibility to manage this unique process, and how are they expected to manage it?

Download this case study highlighting benefits of an AccuFund CRM for Salesforce customization.

Every organization is different and we work to ensure that your unique goals and objectives are met at the core of your Salesforce solution, in development and customization. Contact us to learn more about AccuFund CRM.