Pop-quiz: please close out of Facebook and answer the following question:
‘If I use both The Raiser’s Edge and Salesforce to manage different areas of my nonprofit, it’s because:
The correct answer, of course, is ‘d’, and there is certainly hope for those who selected ‘e’ and have an open mind about The Raiser’s Edge and Salesforce working collaboratively in peace and harmony.
Omatic Software has worked with a number of clients who have determined to effectively use both The Raiser’s Edge and Salesforce to each systems’ advantage, and we are getting more and more enquiries each month from clients who are using both—or contemplating using both—systems. The key is proper configuration of both databases, which is needed to support the effective exchange of key data back and forth.
It goes without saying that nonprofits love The Raiser’s Edge as a development-focused CRM system—one could debate that there is really nothing that compares with RE (‘regular’, ‘Classic’, or NXT) for managing fundraising-related engagement, donors, prospects, transactions, and activities.
In the same vein, Salesforce can be built out to very effectively serve nonprofits’ non-fundraising system requirements—with great facility to support complex sales, marketing, ticketing, case management, program management, and related organizational needs.
Nonprofit strategists will immediately recognize that data in each system could be very effectively leveraged by the other, assuming that the systems can effectively talk to each other and assuming that someone is watching out for which data are exchanged between the two.
One quick example, and then on to the tactical stuff: Omatic recently worked with a client that used The Raiser’s Edge for fundraising and Salesforce for program management. The programming revolved around connecting individuals into community-based discussion groups, which would then meet regularly to focus on advancing the mission of the organization in their community. The organization used The Raiser’s Edge for traditional fundraising, and Salesforce for marketing the discussion groups to engaged and unengaged individuals and then tracking the individuals’ group membership and participation. It was obvious that those engaged in discussion groups would be prime fundraising prospects; similarly, those who donated to the organization because they wanted to support the mission overall might be great prospects for discussion groups.
The major challenge was how to easily and systematically exchange the right data back and forth, and ensuring that it was properly coded on both sides. The solution was Omatic’s ImportOmatic Connector for Salesforce, which addressed those challenges effortlessly and comprehensively.
The example discussed above is one of many—but in working with organizations that use both The Raiser’s Edge and Salesforce, Omatic has picked up some key learnings that we want to share. Below are some things to consider if your organization uses both The Raiser’s Edge and Salesforce, and wants to leverage the potential value of integrating each systems’ key data with the other.
Lucky for you Omatic Software and Heller Consulting are experts in world on nonprofit database technology, systems integrations, and in particular working with both The Raiser’s Edge and Salesforce. If you answered ‘d’ or even ‘e’ to the pop quiz, then you are a visionary; please let us know if we can help you achieve your vision. If you answered ‘c’, we hope you’ll reconsider, but we probably can help you with the transition if we can’t talk you into the power of integrating two best of breed solutions. Now, if you answered ‘a’ or ‘b’, there are some therapists that we can recommend…
We understand that integrating different systems is complex, and very foreign to many organizations. There are as many possibilities as there are pitfalls when trying to develop a technology solution that serves unique needs. To help organizations understand where to start and how to plan a path forward, Heller Consulting is teaming up with integration experts Omatic Software in an open discussion on integration. View the video from September 28 and send us your most basic or complex questions on the opportunities and barriers to integrating some of the most powerful tools serving the nonprofit community. We talked about specific needs, opportunities and barriers you’ll face as you consider how these systems can complement each other. We also shared ways to test the waters of integration with focused pilot projects designed to prove-or disprove-the value of connected solutions. View the video now!View the video
Interested in the possibilities of bringing these two systems together? Be sure to read: