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Peer-to-Peer Fundraising Platform Integrations with Salesforce: What Nonprofits Need to Know about Data Flow

This article was originally posted on NonProfit PRO’s blog. Getting a clear picture of how your participants and organization interact with each other is vitally important to the success of your peer-to-peer fundraising campaigns and events. To get that full and complete picture, it’s important to understand how your peer-to-peer (p2p) fundraising software platform shares […]

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Peer-to-Peer Fundraising Platform Integrations with Salesforce: What Nonprofits Need to Know

Getting a clear picture of how your participants and organization interact with each other is vitally important to the success of your peer-to-peer fundraising campaigns. It’s also important to understand how your peer-to-peer (p2p) fundraising software platform shares data with your constituent relationship management (CRM) system, donor database, and/or database of record. After all, this […]

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Salesforce Reporting for Nonprofits

If you use a Salesforce-based product, such as the Nonprofit Success Pack™ (NPSP) or Luminate CRM™, you have powerful, flexible reporting tools at your fingertips. But, you do need to know how to make the most of them. The Cathexis team has you covered, with two on-demand webinars that will give you the background you […]

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Salesforce Reporting 101 for Nonprofits

If you use a Salesforce-based product, such as the Nonprofit Success Pack™ (NPSP) or Luminate CRM™, you have some of the most powerful, flexible reporting tools available for nonprofits. But do you know what reporting capabilities Salesforce has to offer? I recently teamed up with my colleague, Dan Weik, data consultant at Cathexis Partners, to […]

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How to Prepare for a CRM System Implementation for Your Nonprofit

Your nonprofit may be moving beyond spreadsheets to track and manage your organization’s relationships with donors, volunteers, advocates, and other supporters. Or, your team may be replacing its current system. Either way, implementing a new Constituent Relationship Management (CRM) system requires planning and preparation. To help ensure your project runs smoothly and stays on track, […]

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[GUEST POST] Why Become a “Connected Nonprofit?”

Americans are giving at record numbers, and if the first couple of months are any indication, 2017 is shaping up to be another record-breaking year. While advanced consumer technology is now ubiquitous, less than 10 percent of annual individual giving is done online. However, the rate at which giving is moving online continues to increase, […]

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A Few Good Reasons to Consider the Salesforce Nonprofit Success Pack for Your Donor Management Needs

It’s exciting when there’s something new to talk about in the world of donor management for nonprofits. After all, managing and reporting on constituent and donor interactions is critical to raising the funds that support a nonprofit’s mission. The latest release of the Salesforce Nonprofit Success Pack offers a range of new features for nonprofits […]

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Tools That Support Peer-to-Peer Fundraising Success

In today’s marketplace, there are many tools that support peer-to-peer fundraising success, presenting nonprofits with more choice and the challenge of finding the right tool for their organization. We at Cathexis Partners had the privilege of sponsoring and presenting an event for nonprofits in Chicago last week as part of the Nonprofit Success Tour — […]

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Two Events Offer Tips, Insights, and Inspiration for Peer-to-Peer Fundraising

Peer-to-peer fundraising campaigns and events are ideal for engaging with your constituents. They get your supporters more involved and let them translate their enthusiasm for your mission into dollars to help your nonprofit grow. In January, nonprofits will have the opportunity to see and hear expert tips, insights, and examples to help them take their […]

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The Peer to Peer Fundraising Technology Landscape

As the Internet and technology have continued to evolve, peer-to-peer fundraising campaigns have become more sophisticated. At the same time, nonprofit software companies like Kintera, Convio, and Artez have come and gone, and some of the smart people there have since joined companies including Blackbaud and Frontstream that offer peer-to-peer tools, or have created new […]

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