NGO Connect: Maximizing Its Potential's NGO Connect: Maximizing its potential White Paper

NGO Connect (formerly named roundCause) is the cornerstone in the Salesforce Foundation’s comprehensive CRM offering – Salesforce 1 for Nonprofits. NGO Connect is designed to not only meet all your fundraising needs but also enable your CRM strategy and constituent engagement channels.

Heller Consulting is one of the first Salesforce partners to work with NGO Connect and has more experience than any other firm. From our deep experience with the product, we’ve put together NGO Connect: Maximizing Its Potential for you to provide a practical understanding of NGO Connect and what it means for your organization. We share our favorite features and point out the aspects that your organization will be able to quickly take advantage of.

Topics include:
  • Detailed Giving Summaries
  • Workflow and Validation Rules
  • Constituent Badges
  • Event Registration and Management
  • Online Donation Forms
  • Credit Card Processing
  • Salesforce Bios– the ‘lite’ version of NGO Connect

Download Salesforce’s NGO Connect: Maximizing Its Potential to find out what NGO Connect can mean within your organization and understand more of this new offering in the Salesforce1 for Nonprofits family.

Download the FREE white paper now!

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About the author

Team Heller

Heller Consulting has been helping nonprofits establish and improve their communications, fundraising and mission management systems since 1996. Our distinctive methodology comes from our hands-on experience with the technology AND strategies utilized by today’s successful nonprofits to build rewarding constituent relationships.

Copyright © 2018 Heller Consulting.