Prevent missed donor renewals for Salesforce.com admins
Prevent missed donor renewals for Salesforce.com admins
Salesforce.com admins lose renewal gifts that don't create linked CRM records, causing unacknowledged donors and gaps in fundraising reports. It links each renewal to the right contact and campaign so fundraisers can acknowledge donors and close reporting gaps.
Overview
Renewal gifts that don't land in Salesforce leave donors unacknowledged and reports incomplete, creating extra work for your small nonprofit. This workflow ensures every renewal creates or updates the contact, recurring-donation and opportunity records in Salesforce—eliminating missed acknowledgments and closing reporting gaps so your Salesforce.com admin can focus on higher-value tasks.
Notable Features
- Create or update donor contacts
- Link recurring gifts to contacts
- Alert fundraisers about renewals