website CRM integration

Posts categorized as website CRM integration

"More than a website": Non-Profit Soapbox, Salesforce and Soapbox Mailer provide powerful platform

Not every organization looking to roll out a brand new web presence has the advantage Holy Trinity Church of Georgetown Pike (HTC) enjoyed: a volunteer leading the project who has been founder and CEO of several DC area technology startups.

Phillip Merrick knew the possibilities of a robust and integrated online presence and its importance to a startup, whether that be a business or a church:

"As a newly formed church preparing to launch our ministries and outreach, we needed more than just a website. We needed a platform to support a digital footprint spanning social media, web video and traditional email marketing, together with an integrated database on the back-end."
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Blog series – Simple ideas for online nonprofit membership management using Salesforce: Dues payment history

If you're a member organization looking to offer tasty content for a members-only area, we offered a tantalizing idea on Friday for providing logged in users access to private contact information of other members in Salesforce. A valuable service to your members with no additional website management for you.

Today is the same song different verse, this one to the tune of the cash register.

If you collect dues and track them in Salesforce, you've got a pile of valuable data about the times your members have rung the cash register.

Add value to your members-only area by providing logged in users a list of their past payments. Include amounts and dates. Let them know when their membership expires. All through integrating your website with your Salesforce instance.

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Blog series - Simple ideas for online nonprofit membership management using Salesforce: Members-only contact info

Tell us if this sounds familiar: you're a membership organization that wants to have a members-only section - but you have no idea what to put in your members-only section that will encourage members to login and login often?

You're not alone. It's a common dilemma member organizations face. Since content is king on the interwebs, you don't want to unnecessarily restrict great content to only logged in members when if really should be public. You also likely don't have time to create regular and robust content exclusively for a members-only section.

So, how do you share enticing, mouth-watering members-only content they'll want to login to dig into without doubling your web management task?

For websites integrating with Salesforce, there will be a few great ideas to consider. None will require additional staff time to manage content beyond what you already do. Each will encourage folks to login.

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Blog series - Simple ideas for successful online nonprofit membership management using Salesforce

Needing to draft your own army to move mountains of paperwork for member management? What if there were ways to reduce the workload and increase effectiveness?

Back in August, we posted an article sharing 15 reasons why membership organizations love Non-Profit Soapbox and Salesforce. In it, we offered specific ways the Soapbox platform is being used by nonprofit membership organizations to integrate with their Salesforce instances to increase staff efficiency, bolster member satisfaction, and become more effective in meeting their missions.

As we've been building integrated online solutions for membership organizations, we continue to be impressed by the vast potential that connecting this world-class CRM with one's website has to supercharge member organizations.

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Online application management system for Salesforce empowers Nathan Cummings Foundation

When the Nathan Cummings Foundation came to us in search of a robust online application system integrated with their Salesforce instance to support their Nathan Cummings Foundation Fellowship, we jumped at the opportunity.

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It was a great chance to use our Salesforce integration tools in Non-Profit Soapbox to support an outstanding fellowship program that empowers visionary world changers fostering social good.

It is also a great example of a foundation working with a B Corporation to foster social good.

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