Nonprofit and Government Financial Operations Improvement Specialists

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Contact Us: 877-872-2228

Optimize Salesforce for Fundraising

AccuFund CRM for Salesforce optimizes and customizes your donor management solution.

The functions and tasks performed by Development Directors, Administrative Staff, Volunteers, Board Members, Accounting Staff, Data Managers, and Marketing Teams can be achieved with the fundraising components that are all available through Salesforce’s Power of Us Program.

Here are some of the popular enhancements we provide our clients:

•    Implement custom donor and donation tracking
•    Automate acknowledgements and receipting
•    Customize reporting and dashboards
•    Data migration/cleansing – other items for those already familiar with SF
•    Structure database from the ground up
•    Optimize system functionality
•    Incorporate organizational branding throughout communications
•    Educate about lesser-known Salesforce features or tips

View a recent case study detailing how AccuFund CRM helped a growing nonprofit customize their Salesforce solution.

AccuFund CRM can also assist you with these popular Salesforce components for nonprofits:

•    Donor & Relationship Management
•    Donation Tracking
•    Marketing Campaigns
•    Reporting, Analytics & Forecasting
•    Social Networking
•    Pledge Management
•    Approvals & Workflow
•    Email & Productivity
•    Content Library & Document Management
•    Honor/Memorial Tracking

Customize your Salesforce solution even further, by integrating fundraising and accounting. click here.

Review the AccuFund CRM for Salesforce optimization services available to your organization: Assessment. Data Services. Development/Customization. Training. Support.

Contact Us for more information.