Salesforce Data Integration
Our CRM Data Integration and Visualization solution is created specifically with nonprofits in mind. The goal is to integrate data so that it provides a way to visualize donor and stakeholder information stored in a customer’s CRM which will ultimately create deeper insights into your donors and with the use of analytics, data integration, and data enhancement could help you increase donations.
The CRM can be anything from Salesforce to Excel, or any other cloud-based CRM. A live connection will be made to the CRM via an API so that donor and stakeholder information will be continuously updated and visualized via an ArcGIS Dashboard. The dashboards will typically show maps, graphs, and analyses of current situations.
We seamlessly integrate your Salesforce database into a location-based (GIS) database
Visualize Fundraising Campaign Results Live
Each donor is geolocated via their mailing address
Automatic data updates are performed seamlessly between Salesforce and the GIS database
Additional demographic attributes can be added to the donor's data record
Understand your Donor Base
MAKE AN IMPACT
Quantify how your projects are progressing with simple tools that give your company a competitive edge.
MAXIMIZE YOUR DATA
Gather important data while protecting the subject and field team's privacy—and simplify the whole process.
MANAGE YOUR WORKFLOW
At a glance, know the state of your projects, identify what needs to be scheduled, and watch your teams work—all in real-time.
Use your private data to improve decision-making and keep your team at work. Implement a personalized and interactive story board to visually display your organizations challenges goals, and success.