March 30, 2022
If your fundraising team is spending hours monthly to manually import and export data from the increasing payment providers, then they are definitely doing it all wrong. Each day countless fundraisers would be living this ultimate irony instead of using an integrated CRM payment solution for nonprofits.
Fundraisers should spend more time creating personal touchpoints with donors. Instead, they are spending more time on basic tasks like data management. All this time could be better spent cultivating paramount donor relationships.
This is the time when your data is your donor. So, you cannot afford to miss out on tracking any information that could bring you closer to your donors. With donors using multiple payment solutions like PayPal, Apple Pay, or cryptocurrency, you need to find a way to manage all these channels together; and an integrated CRM payment solution can help you do it.
To manage and streamline fundraising, it is important for nonprofits to use a payment solution that integrates with their end-to-end fundraising platform.
The key is to use an integrated solution using Salesforce for nonprofits to align all the payment solutions managed by fundraisers together. Let’s dive deeper into the major benefits that an integrated CRM payment solution can offer.
The integrated solution will give you unified payment data that can be populated in Salesforce without manual imports. This will be helpful for you in many ways.
Along with these benefits, it also helps to minimize the risk of human error drastically.
Integrated payments would allow you to track and manage all of your payment methods in a single unified view. You can access a 360-degree view of these all together in Salesforce dashboards.
It will simplify donation management, irrespective of geographical boundaries.
The integrated payment solution does not just allow you to demonstrate to your fellow fundraisers how you’re optimizing the ROI but you can also remove the difficult task of manual reconciliation.
With Accounting Subledger, you can easily prepare the fundraising data from your accounting system by connecting two systems so you can save time by accessing only a single source of truth.
You do not have to keep your donors waiting for acknowledgment for their donation. Integrated solutions allow the automated import of donor data to enable smooth onboarding of new donors and quick acknowledgments on receiving donations.
Give your fundraisers the ease to manage all diverse payments solutions in a single view. Upgrade your donation management system by integrating payment solutions and speed up the fundraising and acknowledgment process.
Streamline your payment solutions with the help of our Salesforce experts. Get in touch to know more about solutions for nonprofits.