Fundraising data can provide valuable insights for donor outreach. Integration is essential for migrating this information from a gift processing platform to a centralized donor management system. Whether your organization needs to connect Blackbaud Raiser’s Edge to the Salesforce Nonprofit Success Pack or pursue a Classy Salesforce integration, here are five ways to make fundraising data available in constituent relationship management software.
Generate Constituent Profiles in Your Donor Database
Centralized donor profiles are an effective way to consolidate information. Organizations may start out with an integrated approach to managing donor data or move existing information to a core management system.
A cloud-based donor data management system can be helpful when switching from one CRM platform to another or experimenting with third-party applications. The right integration solution can account for any unique fields or objects that need to be managed during exports and imports.
Consider Using Integration Software Built for Nonprofits’ Data
Organizations can choose from a number of software programs with data integration functionality. The best option is a platform purpose-built for use in the nonprofit sector. Look for a service with fundraising automation features to provide access to the most current gift data across platforms.
A dedicated nonprofit integration platform is made to support systems used by charities and other not-for-profit entities. You can rely on this software to bridge divides between Raiser’s Edge, the Salesforce Nonprofit Success Pack and popular web-based fundraising, engagement and marketing platforms.
Choose Preferred Fundraising Platforms for Your CRM
The easiest way to connect fundraising and relationship management platforms is to rely on a single platform that supports both functions. Blackbaud Raiser’s Edge NXT is an all-in-one platform. In addition to the costly license, many organizations find that this platform is not as customizable as the Salesforce NPSP in combination with third-party fundraising solutions available through the AppExchange.
Integration software makes it simple to connect clients such as Classy, DonorDrive and GiveGab to Salesforce for Nonprofits or other nonprofit CRM platforms. Some software comes with direct integration support, but the right data integration solution can connect most systems.
Create Integration Tools That Work for Your Nonprofit
Integration software empowers organizations to combine almost any nonprofit CRM, fundraising and marketing platforms. For ease of implementation, look for a cloud-based data integration platform with support for automated imports, bidirectional connectors and advanced functionality for improving the quality of donor data.
The complexity of the development process varies based on nonprofit CRM software and any third-party applications. Look for a data integration solution that not only satisfies your immediate needs but supports ongoing growth and changes in utilization.
Automate Recurring Data Imports and Exports
Once integration software is in place, nonprofit staff can automate workflows. Setting up data exports and imports to occur on a conditional or scheduled basis frees up stakeholders to focus on interpreting analytic insights and refining campaigns.
Fundraising data encompasses contact information and financial indicators. Maintaining constituent profiles on a CRM platform populated with the latest information about gifts allows stakeholders to take more informed, and ultimately more successful, approaches to soliciting support.