Economic Change is proud to be working with the Sage Foundation and Salesforce.org to bring streamlined financial management to the non-profit sector at an affordable price.
Income Pipeline Management – Using Salesforce Sales Cloud to track sales or the Non Profit Success Pack to track fundraising opportunities. Harness the power of forecasting to know your potential income.
Expense Approvals – Move team expenses to online management and submit for approval..
Payment and Invoice Schedules – Track payment schedules of clients and approve invoices for the finance team to issue or trigger invoices to be issued automatically.
Suppliers and Client Management – Understand the financial credibility of your clients and suppliers with all information in once place.
Financial Accounting – Use Sage Live to track income and expenditure as your main financial accounting system right inside your Salesforce CRM. Sage Live has been designed specifically for nonprofits to give them access to the tools tailored to their needs, including; balance sheet, Statement of Financial Activities (SOFA) reporting, general processing and fund management capabilities. Sage Live is built on the Salesforce App Cloud, so its a 100% native cloud based Salesforce solution.
Online Payments – To complete the solution you can plug in a third party integrated online payment solution to take online or phone payments and input the data straight into your Salesforce & Sage combined solution.
Find out more about Salesforce and Sage Live – Join our free webinar on the 26th January – Click Here to Register