Donor Management Software

Written by ShamrockCRM on February 28, 2010 – 11:52 pm

For all of the nonprofits out there looking for Donor Management Software, Salesforce.com is an excellent option to consider and very cost effective (free).

I know that the term “Salesforce” does not necessarily relate to the goals and actions of a nonprofit organization, but try to push this idea to the side and think of it as only a term. This was the name of the company when they were initially created an geared towards for-profit organizations. A lot has since changed and the tool is highly customizable for ANY organization.

Salesforce does an excellent job with Constituent Relationship Management and Donation Management.

A nonprofit can easily utilize the tool to track/perform:
-Organizations that your constituents are affiliated with or employed by (track board members, employees, relationships, etc)
-Households that your contacts live in
-Individual donors, how much they have donated, their memberships
-Volunteers, their participation, their interests, etc
-In kind donations
-Fundraising events, the attendance, the revenue generated
-Group calendar events throughout your organization
-All emails/phone calls/meetings with your contacts
-Donations/grants/other forms of revenue per person/organization/date given/source/etc
-Mass emailings/mailings to various segments of contituents based off of any criteria that you can think of

You really can not beat this offering. Top notch donor management software provided free to nonprofit organizations.

Signup now for a free trial and contact me to learn more about how this can be configured for your organization.
Salesforce Foundation


Posted in donor management, Nonprofits | 1 Comment »

Free Online Donation Processing for Nonprofits from Google

Written by ShamrockCRM on December 21, 2009 – 2:33 pm

I did not know that Google did this until Today when I saw their blog post about free Google Checkout for Nonprofits.

It seems that Google will allow nonprofits to utilize their Google Checkout payment processing system for free. I use Google Checkout and I love it. The rates for payment processing are already competitive, but you can’t beat free! This system will allow you to accept online donations for your nonprofit very easily.

Also, Google Grants will allow nonprofits to advertise their organizations and service for free on Google AdWords if you qualify. That is great free advertising!

I know that this is not Salesforce related, but I deal with a lot of nonprofits and I feel that this is great!


Posted in Google, Nonprofits | Comments Off on Free Online Donation Processing for Nonprofits from Google

Salesforce.com for Nonprofits Announcement

Written by ShamrockCRM on December 15, 2009 – 1:04 pm

It seems that the Salesforce.com Foundation will now be “legally responsible for the product donation and discount programs” for nonprofits utilizing their Foundation grant. Here is their service announcement that they released Today by email:

Salesforce.com, inc. has undergone a corporate reorganization whereby it has transferred Salesforce service subscriptions with charitable organizations, charitable units within for-profit companies, and non-profit and public higher education institutions, to salesforce.org. Salesforce.org is a nonprofit public benefit corporation and an authorized reseller of salesforce.com, inc. Pursuant to the “Assignment” section of the Master Subscription Agreement between salesforce.com, inc. and your organization (the “MSA”), salesforce.com, inc. is assigning all of its rights and obligations under the MSA to salesforce.org, effective December 9, 2009. Beginning on that date, your MSA will no longer be with salesforce.com, inc. and will instead be with salesforce.org. Salesforce.org will continue, as salesforce.com, inc.’s authorized reseller, to provide the Salesforce online service to you in accordance with the MSA and your current subscription terms.


Posted in Nonprofits | 4 Comments »

Salesforce.com vs. GiftWorks? Which is better for Nonprofits?

Written by ShamrockCRM on July 22, 2009 – 6:34 pm

Salesforce.com logo

Giftworks logo

Lately I have heard a lot of discussion from many different Nonprofit organizations as to whether to choose Salesforce.com or GiftWorks for their CRM needs (Donation/Grant/Revenue tracking, Donor/Volunteer/Constituent Management, Mailing Campaigns, Event Tracking, etc). I have used both tools and I have my own opinion (Salesforce all the way), but I found an Excellent post on the Web describing exactly what I feel about the differences between the two CRM systems.

“GiftWorks does not allow for much flexibility when it comes to injecting “business processes” in the way that SHOULD be in a CRM system. Leads, campaigns, donors, and contacts can be more effectively managed in Salesforce.com.

SFDC (Salesforce.com) does a much better job of building and managing relationships between contacts, organizations and donations. Also, Salesforce is scalable. It can grow with your organization to accomodate other business processes, such as expense management, HR and more. In addition, it allows for a relatively simple integration with other ERP systems such as Quickbooks, Paypal etc.

Another major plus for Salesforce is accessibility. GiftWorks is only now coming out with some type of remote administration capability but it is nowhere near close to Salesforce.com.

GiftWorks may be a good solution for some organizations right out-of-the-box, especially if you do not have the budget to customize Salesforce. But, if your organization is growing, and you are looking for a long term solution, I would take a serious look at Salesforce.com. Also, remember that if your organization is a 501(c)(3), you can most likely obtain a 10 license donation from Salesforce.”

So, if you would like to know more about how Salesforce.com works with other nonprofits, shoot me an email and we can chat!


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Posted in Nonprofits, Salesforce.com | 1 Comment »