Tech Soup

JUNE 20, 2014

It is an expansion of the Salesforce CRM offers for charities. In related news, Microsoft and Salesforce.com announced a strategic partnership to create new solutions that connect Salesforce.com's customer relationship management (CRM) apps and platform to Microsoft Office and Windows. Microsoft and Salesforce Team Up.

Software 65

Software Nonprofit CRM Finance 65

Qgiv

APRIL 26, 2021

Here are two solutions specifically for nonprofit organizations: Neon One has specific CRM software dedicated to managing your event and its volunteers. AWaiver is a cloud-based platform that takes liability waivers from your insurance company and transforms them to be electronic. Offer training and orientation online.

Software 52

Software Fundraising Liability Template 52

Get Fully Funded

DECEMBER 7, 2021

Foundations and companies often send checks, though sometimes they want to make a deposit directly into your bank account via an electronic funds transfer (EFT). Record the donation in your CRM platform as being from the bank. Your CRM platform has instructions on how to do this. You need a simple process for that.

Donation 119

Donation Policy Policies Pass-Through 119