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 data integration is what allows you see a complete view of interactions with your participants.
Technology has come a long way since the first major online peer-to-peer fundraising tools were introduced less than two decades ago. There’s no shortage of participant, donor, and event meta data being captured in today’s more sophisticated p2p platforms.
Peer-to-peer fundraising and Salesforce CRM
Salesforce CRM is a versatile and open platform that provides a robust database of record for organizations of all sizes. As Salesforce gains momentum in the nonprofit and higher education worlds, many of today’s p2p fundraising platforms integrate directly with Salesforce.
Choosing the right peer-to-peer fundraising platform for your organization and using it with Salesforce, you can see the entire engagement lifecycle of your constituents. You can see how they interact with your organization and staff, and how your organization and staff interact with them.
The nonprofit’s guide to peer-to-peer fundraising platform integrations with Salesforce
With these ideas in mind, we set out to shed light on the topic — creating a guide that provides important considerations and background information to help you choose the right solutions for your nonprofit and take your peer-to-peer fundraising to new heights.
The guide includes an introduction to 10 peer-to-peer fundraising platforms that integrate with Salesforce:
- Give Lively
- OneCause Peer-to-Peer
- raisin by A.K.A. New Media
- Springboard by Jackson River
The guide also dives into some key details about each product’s integration with Salesforce, including:
- Data flow
- Email customization
- Reports and dashboards
The guide also reviews the importance of:
- event analytics via running reports and viewing dashboards
- creating customized email audiences
- personalizing email content to let your peer-to-peer participants know their efforts are noticed and appreciated — with a goal of retaining and expanding their support
Take the next step
If you’re using (or considering using) Salesforce CRM, take some time to learn about some of the leading peer-to-peer platforms that integrate with Salesforce.
Download the guide: Peer-to-Peer Fundraising Platform Integrations with Salesforce