fundraisingManager for Salesforce, an alternative for Canadian nonprofits
cloudStack Services
Fundraising CRM built to transform the way nonprofits organize donor information and daily work; create a greater impact
Running non-profit programs and fundraising campaigns comes with no shortage of challenges.
From finding fresh ways to keep donors engaged and in the giving spirit to efficiently managing the efforts of a network of volunteers distributed across geographic regions, there’s always more to do to stay ahead.
These important but time-consuming tasks can distract even the most dedicated and organized administrators, creating a mountain of paperwork that can potentially keep you from devoting attention to your organization’s chief mission.
The good news is that there is software designed specifically to help manage fundraising efforts: Salesforce Elevate.?
Salesforce Elevate?is a solution built on the world’s most popular and powerful CRM software, Salesforce. It has a time-saving management interface that allows you to administer all of your programs effectively, keeping track of constituent vitals while simplifying back-end processes related to payments.
The not-so-great news is that Salesforce Elevate isn’t yet available or optimized for Canadian nonprofits. So, this has prompted many fundraisers across Canada to look for an alternative to the Salesforce Elevate platform with similar features and benefits. And one, in particular, is receiving a lot of attention: fundraisingManager.
fundraisingManager: the ‘Salesforce Elevate alternative’ that everyone is talking about
Working as an experienced?Salesforce implementation partner, cloudStack Services created?fundraisingManager, a fundraising management system built specifically for nonprofits on the?Salesforce Nonprofit Success Pack (NPSP).
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fundraisingManager provides a reliable and efficient way to collect, organize, sort and understand donor data. The process for setting it up is fully automated, meaning it won’t add another big task to your fundraising to-do list. When it’s ready to go, it collects and feeds you data in whatever manner you choose.
This strategically customized alternative to Salesforce Elevate includes features often requested by Canadian fundraisers to deal with a different set of government rules and regulations. These include:
For example, fundraisingManager streamlines the acknowledgement and donation receipt process. You can create custom donor acknowledgements using Microsoft Word templates (no coding required), and meet the unique?donation receipting requirements of the Canada Revenue Agency?(CRA).
You can also merge your donation receipt templates with donor acknowledgement letters. Create up to 3,000 CRA-compliant, branded receipts with gift and payment details, and keep charitable receipt records stored for easy donation receipt replacement.
Need more receipts or consolidated year-end receipting/giving summaries? Check out the?receiptManager?add-on for Salesforce NPSP.