Salesforce & Raiser’s Edge Integrations: Top 5 Benefits of Connecting The Two
The Salesforce Nonprofit Success Pack and Raiser’s Edge NXT are the most popular constituent relationship management software suites for not-for-profit organizations. There are several key distinctions in the pricing and functionality of these systems. Here are five benefits of licensing Salesforce NPSP and RE.
Key Salesforce Features for Nonprofits
Salesforce NPSP originated in the for-profit sector as customer relationship management software and extends similar functionality to nonprofits. This software connects to many third-party applications through the Salesforce AppExchange or integration software.
Organizations that rely on volunteers often use Salesforce NPSP to manage these programs. Salesforce NPSP licenses are also affordable. The Power of Us program provides nonprofits with 10 built-in subscriptions and affordably priced additional licenses.
Key Raiser’s Edge Features
RE is the gold standard for institutional fundraising. Blackbaud offers this CRM and fundraising system as well as the Financial Edge accounting software and a wide variety of other solutions for nonprofits.
Blackbaud software is designed to work together. It is often necessary to consult RE software integration experts if your organization wants to pair third-party applications with RE or other Blackbaud titles. Fundraising functionality is the primary advantage of Raiser’s Edge over Salesforce NPSP.
Salesforce Third-Party App Support
Salesforce requires the use of external fundraising software. Many organizations opt to process and manage donations in Classy or on other online third-party platforms. In this setup, Salesforce data integration is necessary to make donation data available in Salesforce NPSP.
Nonprofit staff can simply access data from Salesforce in the leading email marketing tools and other supported applications. Integration software provides a broader base of support should a nonprofit want to use an unsupported application or integrate Salesforce NPSP and RE.
Process Donations In Raiser’s Edge
A combination of relationship management and fundraising functions is the main benefit of using RE. This software processes and tracks donations while allowing users to enter and update constituent contact information and other attributes. It is necessary to switch between the web view in NXT and the standard database view to access all of the features of this software.
RE licensing costs and the challenges of training staff to use this system can be worthwhile for mid-sized to large organizations seeking a shorter implementation period. The customizability of Salesforce NPSP and the need for an external fundraising application can prolong setup.
Manage Volunteers In Salesforce
Nonprofits that rely on the participation of volunteers may prefer to use Salesforce. This system provides volunteer management functions such as tracking hours, viewing volunteer histories and segmenting contacts based on a volunteer status.
Some organizations pursue Raisers Edge Salesforce integrations to benefit from the fundraising functions of the former and the third-party app support and volunteering support of the latter. Integration software for nonprofits makes it possible to connect these systems.
Organizations with sizable software budgets may license both Raiser’s Edge NXT and Salesforce NPSP. Running both systems makes it possible to fundraise and process donations in RE and utilize the third-party app support of Salesforce NPSP. Integration software made for nonprofits is crucial for connecting these systems.
