Assateague Coastal Trust
- Non Profit Organization Management
Click & Pledge Campaign and Payment Forms helped Assateague Coastal Trust improve their fundraising. The nonprofit used QR codes for easy mobile registration. Custom branding made their campaigns mor...e recognizable. The forms connected directly to their CRM, saving time and reducing repetitive work. Creating templates in the software helped them avoid starting from scratch each year.
Environmental Center of San Diego
- Non Profit Organization Management
Click & Pledge helped the Environmental Center of San Diego, a small nonprofit, manage fundraising with ease. Their donation forms work smoothly and connect directly to Salesforce. Volunteers save ti...me because tracking and data entry are simple. This lets them focus on fundraising and big goals, like building a new coastal access trail. The tools support their mission and help them grow.
Greater Farallones Association
- Non Profit Organization Management
Click & Pledge donation forms helped Greater Farallones Association collect online donations. They used the form builder to customize forms for different campaigns and add photos. Integration with Sa...lesforce saved time by syncing donation data automatically. Tracking donations improved donor engagement and reporting. The team enjoyed working with Click & Pledge Foundation on Project Ocean, sharing their mission through film.
Pelham Together
- Non Profit Organization Management
Pelham Together used CONNECT to host an online CouchFest event during the COVID-19 pandemic. The group faced canceled fundraising events and a big cut to teen programs. CONNECT helped them run a live...-streamed concert on YouTube, bringing together eight local nonprofits. Each group shared its mission and asked for donations. The event kept Pelham Together's work relevant and helped raise support during a tough time.
The Tahoe Fund
- Non Profit Organization Management
Click & Pledge helped the Tahoe Fund, a small nonprofit, manage donations for environmental projects. The Tahoe Fund needed a way to track project donations and avoid using multiple payment systems. ...They chose Click & Pledge for its flexible, customizable donation forms and Salesforce integration. The solution saved time and money, letting staff focus on fundraising and project work. Staff praised the platform for its ease of use and ability to direct funds to specific projects.
Lowcountry Orphan Relief
- Non Profit Organization Management
Click & Pledge helped Lowcountry Orphan Relief solve problems with high fees and manual data entry. The nonprofit used to manage donations with two systems that did not work together. Staff spent hou...rs on double data entry and faced rising costs. With Click & Pledge and Salesforce, they got easy integration, lower fees, and better support. The new system made event ticket sales and donation management much easier.
Cleaning for a Reason
- Non Profit Organization Management
Click & Pledge helped Cleaning for a Reason simplify monthly pledge management. The nonprofit used to struggle with manual data entry and disconnected systems. By integrating Click & Pledge with Sale...sforce, they automated payment processing and data syncing. This saved time for their small team of six. The solution made it easier to manage recurring donations and donor information.
Assateague Coastal Trust
- Non Profit Organization Management
Click & Pledge Campaign and Payment Forms helped Assateague Coastal Trust improve their fundraising. The nonprofit used QR codes for easy mobile registration. Custom branding made their campaigns mor...e recognizable. The forms connected directly to their CRM, saving time and reducing repetitive work. Creating templates in the software helped them avoid starting from scratch each year.
Environmental Center of San Diego
- Non Profit Organization Management
Click & Pledge helped the Environmental Center of San Diego, a small nonprofit, manage fundraising with ease. Their donation forms work smoothly and connect directly to Salesforce. Volunteers save ti...me because tracking and data entry are simple. This lets them focus on fundraising and big goals, like building a new coastal access trail. The tools support their mission and help them grow.
Greater Farallones Association
- Non Profit Organization Management
Click & Pledge donation forms helped Greater Farallones Association collect online donations. They used the form builder to customize forms for different campaigns and add photos. Integration with Sa...lesforce saved time by syncing donation data automatically. Tracking donations improved donor engagement and reporting. The team enjoyed working with Click & Pledge Foundation on Project Ocean, sharing their mission through film.
Pelham Together
- Non Profit Organization Management
Pelham Together used CONNECT to host an online CouchFest event during the COVID-19 pandemic. The group faced canceled fundraising events and a big cut to teen programs. CONNECT helped them run a live...-streamed concert on YouTube, bringing together eight local nonprofits. Each group shared its mission and asked for donations. The event kept Pelham Together's work relevant and helped raise support during a tough time.
The Tahoe Fund
- Non Profit Organization Management
Click & Pledge helped the Tahoe Fund, a small nonprofit, manage donations for environmental projects. The Tahoe Fund needed a way to track project donations and avoid using multiple payment systems. ...They chose Click & Pledge for its flexible, customizable donation forms and Salesforce integration. The solution saved time and money, letting staff focus on fundraising and project work. Staff praised the platform for its ease of use and ability to direct funds to specific projects.
Lowcountry Orphan Relief
- Non Profit Organization Management
Click & Pledge helped Lowcountry Orphan Relief solve problems with high fees and manual data entry. The nonprofit used to manage donations with two systems that did not work together. Staff spent hou...rs on double data entry and faced rising costs. With Click & Pledge and Salesforce, they got easy integration, lower fees, and better support. The new system made event ticket sales and donation management much easier.
Cleaning for a Reason
- Non Profit Organization Management
Click & Pledge helped Cleaning for a Reason simplify monthly pledge management. The nonprofit used to struggle with manual data entry and disconnected systems. By integrating Click & Pledge with Sale...sforce, they automated payment processing and data syncing. This saved time for their small team of six. The solution made it easier to manage recurring donations and donor information.
Legal Services Case Studies and Customer Success Stories with Event Management With Salesforce®
Environmental Defense Center
- Legal Services
Click & Pledge and Salesforce helped Environmental Defense Center manage events, revenue, and donor relations. EDC struggled with multiple payment systems and manual data entry. They needed a cloud-b...ased platform to handle donations, data, and email. Click & Pledge integrated with Salesforce to streamline payments and donor management. Staff saved time and improved supporter communications. EDC now processes event payments and donations more efficiently.
Click & Pledge and Salesforce helped Environmental Defense Center manage events, revenue, and donor relations. EDC struggled with multiple payment systems and manual data entry. They needed a cloud-b...ased platform to handle donations, data, and email. Click & Pledge integrated with Salesforce to streamline payments and donor management. Staff saved time and improved supporter communications. EDC now processes event payments and donations more efficiently.
