Maximising your ROI: finding the right partner (SI) for your FinDock and Salesforce project
To make the most of your FinDock and Salesforce implementation, it’s recommended to have a skilled system integrator by your side; someone who can help your organisation streamline its processes, provide personalised experiences for your customers, keep your system up...
Streamlining nonprofit donations: a guide to Direct Debits in Salesforce
Direct Debit is the most popular payment method for nonprofit organisations and looking at its convenience and cost-effectiveness, it’s easy to understand why. With proper optimisation, you can use it to increase regular gifting and control the entire process from one...
FinDock implementation: best practices for optimal results
Implementing a new CRM system can be a daunting task for many, and when your entire operation depends on getting the new system up and running, you need to set yourself (and your team) up for success. Salesforce is a powerful platform for managing customer...
Why you need to integrate payments with your CRM
Integrating payments in your CRM is a great way to streamline your fundraising processes and improve the customer experience. It offers organisations the possibility to gain a better understanding of their donors, enhance the accuracy of their data, and save time and...
