Donor Management With Salesforce Overview

Donor-management-with-Salesforce and Click & Pledge offer an all-in-one fundraising solution. Donations, peer-to-peer pages, and text message fundraising are supported by the platform.

Here's the scoop on Donor Management With Salesforce! We've gathered over 34 insights from folks who use it, and know it inside out—from peer reviews to customer testimonials and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Donor Management With Salesforce, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Donor Management With Salesforce is right for your needs? Our Cuspera AI engine can evaluate how Donor Management With Salesforce fits your specific business needs, industry, and context. Get your personalized assessment report today.

Donor Management With Salesforce supports business activities such as:

  • Advertisement
  • Event Management
  • Content Sharing

It can help manage these activities if you use Social Media Mobile Offline etc. for these needs.

Donor Management With Salesforce Hospital & Health Care Vertical is its biggest customer base.

Reviews

"...Integrates with all Click & Pledge products, including free Salesforce Event Management and 30+ fundraising tools...." Peer review from Click & Pledge

Donor Management With Salesforce Reviews

11 buyers and buying teams have used Cuspera to assess how well Donor Management With Salesforce solved their CRM needs. Cuspera uses 34 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Use Cases

Peers recommend Advertisement , Event Management , Content Sharing , as the business use cases that they have been most satisfied while using Donor Management With Salesforce.

Customer Stories

 

Pelham Together - Non Profit Organization Management - Small

Pelham, USA

Pelham Together used Click & Pledge to host CouchFest, a virtual fundraising concert. The event raised over $70,000 for eight local nonprofits, with $12,000 going to Pelham Together. Click & Pledge's... CONNECT donation form made giving easy and allowed donors to split gifts among organizations. The platform's integration with Salesforce and custom options helped streamline donations. CouchFest replaced nearly all lost revenue from canceled spring events.

 

Lowcountry Orphan Relief - Non Profit Organization Management - Small

Charleston, USA

Click & Pledge helped Lowcountry Orphan Relief solve ticket sales and donation management issues. The nonprofit struggled with high fees, manual data entry, and lost sales due to disconnected systems.... Click & Pledge integrated with Salesforce, automating ticket sales and donation tracking. Staff saved hours by eliminating manual entry. Funds now deposit automatically, and reporting is easier. The solution improved event management and cash flow for the organization.

 

Tahoe Fund - Non Profit Organization Management - Small

Incline Village, USA

Click & Pledge helped Tahoe Fund, a small nonprofit, streamline its fundraising. The platform enabled project-based donation tracking and integrated seamlessly with Salesforce. Tahoe Fund eliminated ...manual data entry, saving time and reducing payroll costs. Custom donation forms let donors direct funds to specific projects. Staff praised Click & Pledge for its flexibility and strong customer support.

 

Environmental Defense Center - Legal Services - Small

Santa Barbara, USA

Click & Pledge helped the Environmental Defense Center manage donations and event payments in one system. Before, staff used several platforms and spent hours on manual data entry. With Click & Pledg...e and Salesforce, they now process payments faster and capture donor data in real time. Staff saved 10% to 35% of their time, allowing them to focus more on donor relations and fundraising. The new system made year-end reporting and donor communication easier.

 

Greater Farallones Association - Non Profit Organization Management - Small

San Francisco, USA

Greater Farallones Association uses Click & Pledge to build and customize online donation forms. They embed these forms on their website and share them in e-newsletters and social media. The form bui...lder lets them tailor forms for different campaigns and add visuals. Integration with Salesforce saves time by syncing donation data. Tracking donations helps them engage donors and improve fundraising. Their work with Click & Pledge Foundation was featured in Project Ocean.

 

Bay Aging - Non Profit Organization Management - Medium

Middlesex County, USA

Click & Pledge helped Bay Aging run its most successful Giving Tuesday ever. The nonprofit used a custom donor page and a video campaign to raise over $32,000 in November. A bonus grant of $10,000 wa...s awarded for their digital marketing efforts. This was the largest fundraiser in Bay Aging's history. The funds support Meals on Wheels and other aging services.

Based on peer insights

Cuspera recommends Donor Management With Salesforce for

Use Cases Advertisement , Event Management , Content Sharing
Medium Social Media, Mobile, Offline
Industries Hospital & Health Care

Popular Business Setting

for Donor Management With Salesforce

Top Industries

  • Hospital & Health Care

Popular in

  • Small Business

IT and Other Capabilities

for Donor Management With Salesforce

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.88/5

Read Reviews (2)
Data Export

3.88/5

Read Reviews (2)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.88/5

Read Reviews (2)
Data Export

3.88/5

Read Reviews (2)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Chat Support

3.42/5

Read Reviews (1)
24/7 Support

2.32/5

Read Reviews (6)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Chat Support

3.42/5

Read Reviews (1)
24/7 Support

2.32/5

Read Reviews (6)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

3.42/5

Read Reviews (1)
Custom Reports

4.15/5

Read Reviews (4)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

3.42/5

Read Reviews (1)
Custom Reports

4.15/5

Read Reviews (4)

Software Failure Risk Guidance

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for Donor Management With Salesforce

Top Failure Risks for Donor Management With Salesforce

Vendor Profile Details

Company Name

Click & Pledge, Inc.

Company Website

https://clickandpledge.com/

HQ Location

2200 Kraft Drive, Suite 1000, Blacksburg, VA 24060, US

Employees

101-250

Social

Financials

PRIVATE