You’ve no doubt heard the saying, “the right tool for the job.” But in many cases, you need more than one tool to achieve the best results. That’s even true with fundraising database management. If you’re using Raiser’s Edge and Salesforce NPSP, you naturally don’t want to abandon one in favor of the other.
Migration isn’t your only option, but how can you use RE and NPSP together more effectively? This short guide explains how you can leverage these systems to achieve the best fundraising outcomes for your nonprofit. Integration and automatic are both important keys to getting the most out of these tools.
Why Should Nonprofits Use Both Systems Together?
Understanding the purposes of both Raiser’s Edge and Salesforce NPSP can provide better insight on how they can work together. Raiser’s Edge functions both as a fundraising system and CRM. Salesforce NPSP, which stands for “Nonprofit Success Pack,” augments Salesforce itself. What NPSP does is help organize data so you can manage contacts and donations, track relationships and more.
Nonprofits find significant value in using the two simultaneously. Raiser’s Edge is well-known for its CRM capabilities. It offers robust functionality in tracking engagement related to fundraising campaigns. Accessing donor and prospect data, plus transactions and constituent activity, are some of RE’s key strengths. Meanwhile, Salesforce NPSP offers support for broader functions. It excels at marketing automation along with program management, case management and grants.
Make It Simple With Omatic
If your nonprofit organization already uses both RE and NPSP together, you’re clearly enjoying the benefits of each system. And logically, you don’t want to give them up. And there’s good news – you don’t have to. With bidirectional data integration, you can continue with both systems. And Omatic Cloud is one of the most robust tools on the market.
Omatic Cloud with its NPSP data import function is one optimal solution. With sophisticated connectors, Omatic Cloud can map and send data from other sources into Salesforce. This includes new donors, donations and payments, along with updated information on existing donors. Cleanup also happens during the import process through algorithms that standardize formatting, identify duplicates, merge record information and convert it into the proper case.
Besides importing and cleanup, Omatic Cloud can also deliver a standardized user experience across your organization. With Cloud connectors, you can integrate beyond NPSP and RE – MailChimp, Classy, Donor Drive, Constant Contact, Stripe, Sage Intacct, Microsoft Dynamics GP and many more tools.
Software Integration for Nonprofits
Raiser’s Edge remains one of the most popular and powerful platforms in fundraising today. But it doesn’t have to be the only took in a nonprofit’s toolbox. The more tools you have, the more you can do – and improving both efficiency and speed lead to visible and measurable benefits.
Omatic’s core philosophy is integration. That means getting CRM, data management, online payment, email marketing, ERM, accounting and other systems to talk to each other. With so many solutions available, Omatic has become a leading RE software integration expert.
