Tim Forbes

Posts by Tim Forbes, VP of Products and Marketing

15 reasons why membership organizations love Soapbox and Salesforce

As we've freely confessed over and over (and over and over and...), we're sweet on Saleforce. It provides an immensely powerful platform for managing all the relationships a nonprofit has with individuals and organizations.

If you're a membership organization, you're all about managing relationships. Here are the top fifteen reasons why membership organizations love the crush Soapbox Engage has on Salesforce:

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Accepting international payments and recording them in Salesforce

Not to be too brash about it but you want money. Benjamins. Greenbacks. Paper. Cold hard cash. You want it to fund your mission. You want to spend as little of it as possible in staff time to keep track of it. And you don't care in which country the individual giving you that money lives.

Now, neither does Soapbox.

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Workflow for online email sign ups pushing to Salesforce Lead and Contact

They say that every challenge is an opportunity. We took that to heart recently when crafting our new approach for onboarding email newsletter sign ups on client websites that create Salesforce Leads to convert to Contacts records. Here's our chosen approach to overcome a common hurdle in this very standard functional need.

The challenge is this:

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