GiveSmart for Salesforce
Unlock your donor potential by integrating with the world’s leading CRM
Now, you can seamlessly sync your GiveSmart data to Salesforce
GiveSmart for Salesforce® enables a streamlined view of constituents, donor behavior, and future opportunities in support of your mission. The connector was created native to Salesforce so your data is secure and transmitted through proper channels. This add-on is available to all existing GiveSmart partners, as well as new customers.
Now, you can seamlessly sync your GiveSmart data to Salesforce for Contacts, Gifts, Campaigns, and Payments. This allows you to: Keep data secure with Salesforce™, Saving time for clients by not requiring manual exports of data into Salesforce. Syncs are scheduled and recurring, making it easier for administrators to manage. Keeping data in sync by ensuring Contacts are up to date, Donations are accounted for, and GiveSmart Campaigns are tracked over time.
Know your donors and track how they are supporting you. Supplement your communication channels with GiveSmart’s ability to run campaigns year-round.
- Implementing systems to keep the historical view and future opportunities for giving.
- 360 degree view for donor insights
- Not a data export, direct integration into your system.
- Passed security review that is standardized and supports many Salesforce apps
- PCI and SOC2 compliance
Raise more. Expand your reach. GiveSmart is here to help.
- Communicate with donors and prospective donors where they are most engaged. By creating unique virtual experiences, donors can support you from anywhere.
- Through the annual subscription, your organization can execute any campaign whether it is live or virtual. With the GiveSmart platform, any campaign can be successful.
- Utilize the custom pages and forms on your own website to create a seamless donor experience with efficient giving opportunities.
“Our Customer Success Manager has been incredible providing support and guidance during my time using GiveSmart. Unfortunately, our event was canceled due to the COVID-19 pandemic. They have been extremely helpful in enabling us to convert our auction and raffle to virtual events and have been readily available to answer questions. I have been in the nonprofit world for 18 years and have used a variety of software programs for the industry. Our CSM has shown me that GiveSmart is an industry leader that prioritizes the customer and the community the customer serves. Thank you! Finally, GiveSmart is very intuitive and the training videos, etc. are extremely helpful. I will definitely be recommending GiveSmart to my counterparts in the industry!” – Jennifer Margolis, Center for Family Resources
“We were just commenting about GiveSmart earlier today. I cannot say enough about how well everyone at GiveSmart does with troubleshooting. Your team was wonderful in responding within a short period of time. Customer service is a big priority in my book, and you exceed in that department. In this moment of craziness and stress, we are so grateful to the personalized attention and help to make our largest fundraiser of the year successful. To know that we can close within minutes after the auction, ease of use, a knowledgeable representative is remarkable. Our decision to change over to GiveSmart and use you as our new fundraising platform has been the best decision we made for the school. GiveSmart is a true blessing right now in our time of need. Thank you so much for being our partner in our children’s school fundraiser. We can never say enough.” — Myra Kayser, St. Petronille School in Glen Ellyn, IL
“Thanks for the webinar you all put on! We had our event on Saturday (March 14th) and raised over $450,000!! Thank you for the tips on text messaging, that made all the difference as we felt we did a really great job in that area to aid our fundraising.” — Joanne McShane, Christian Brothers High School in Sacramento, CA
“Thank you so much! We so appreciate all the guidance and assistance GiveSmart provided us along the way. The virtual auction surpassed our goal by almost $15,000 which EcoHealth is over the moon about!” — Teresa Bellantoni, Event Planner David Bowen & Company
“During my time with LLS, I have not experienced working with a vendor with such a high level of customer service, before, during and after the event! The GiveSmart team enhanced our revenue generation during every process of the event. We continued to use this service with our Man Woman of the Year® campaigns, and look forward to having their services at our upcoming events!” — Leukemia and Lymphoma Society – National Office
“Our Customer Success Manager was phenomenal with me. They always responded to me right away and was extremely thorough from our initial phone call to go over the campaign page. The GiveSmart site is so user-friendly and simple to use – it was enjoyable! We look forward to continuing to use the GiveSmart platform going forward!” — Missouri REALTORS in Columbia, MO
“We were completely thrilled with every way GiveSmart assisted us, from our first phone call to our final closing report. They couldn’t have been more pleasant and prompt in responding to our needs. My numerous conversations with our Client Service Specialist, became as comfortable as talking with an old friend. The efficiency, professionalism and overall friendliness of their team was amazing. Our event was a huge financial success with the assistance of GiveSmart.” — Marian Catholic High School