The complete fundraising solution
Empower your fundraising team with Fundraising Exchange – providing a range of tools to maximise income efforts.
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Are you looking to improve your fundraising experience with a one stop fundraising management solution?
Then read on…Does this sound familiar?
Time Consuming Administration
- Offline or paper-based donation processing
- Slow donor and gift aid processing and acknowledgement
- Disconnected communication and finance systems
Poor Donor Experience
- Paper based donation forms
- No online payment processing options
- Lack of knowledge about level of donor giving and engagement
- Inconsistent communication
Lack of Data Quality
- Poor visibility of pipeline management and lack of co-ordination.
- Limited visibility on different income types and allocation of funds.
- No clear sight of progress against income targets and achievements.
Fundraising Exchange Features
Check out the range of features available in our fundraising management solution below to meet the needs of fundraising teams and the range of outcomes that our clients shout about.
Integrated Fundraising Database
Benefit from a 360 view of your fundraising efforts to record interactions and outcomes with donors, sponsors, trusts and foundations, members etc.
- Prospect management
- Opportunity tracking for income types
- Activity planning and management
- Manual or automated communication
- Increased efficiency
- Improved income opportunities
- Greater data visibility
Enhance Donor Engagement
Advance your communication efforts to increase conversion and retain donor engagement and giving by increasing transparency and shouting about outcomes and impact .
- Segmentation and scoring
- Personalised communication
- Online donor community
- Campaign management
- Improved engagement rates
- Increased financial returns
- Improved donor experience
Internal Departmental Efficiency
Improve business processes between fundraising, programmes, finance and comms to streamline internal processes, maximise income and enhance customer service and engagement.
- Integration with online financial PSPs
- Integration with accounting software
- Integration with E-marketing tools
- Integration with Gift Aid
- Improved financial intelligence
- Improved impact intelligence
- Improved efficiency
Need Fundraising Suite implementation?
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Full overview of our fundraising solution
Our Fundraising Management solution brings together all of the benefits of the #1 Salesforce CRM platform and Non Profit Success Pack with additional features that we feel creates a full supporter experience.
Features
Standard
Optional
Lead Management
Contact Management
Household/Account Mgmt
Activity Management
Communication Tools
Major Gift/Donor Pipeline Mgmt
Sales Pipeline Mgmt
Trust /Foundation Pipeline Mgmt
In-Kind Gift Mgmt
Soft-credit Mgmt
Membership/Friends Mgmt
Engagement Levels / Plans
Campaign Management
Reports and Dashboards
Mobile Access
Workflows and Approvals
Multi-currency/locales
Duplicate management
Funder Report Tracking
Payment Tracking
Batch Data Entry
Fundraiser Management
Donor Community
Advanced Analytics
Integrated E-marketing
Integrated Event Management
Integrated Online Payments
Integrated Gift Aid Mgmt
Integrated Financial Systems
Integrated SMS Payments
Integrated Social Media
Check out what their customers say..
“We’re now more donor-centric than we’ve ever been. Salesforce has provided that 360 view of our donors that we desperately wanted; it’s enabled us to break down the silos between different types of contacts and manage them all with a co-ordinated strategy”
Sabrina Lloyd,
Supporter Engagement Manager
“We were looking for the right system to manage our relationship with donors.We chose Salesforce and could not be more pleased – where we were blind, we can now see! It makes such an incredible difference to our work and our reporting.”
Jamie Fyleman
Global Director, Fundraising and Communications
“The implementation of Salesforce has invigorated IYF, we’re now a more open, more connected and more engaged organisation. We are extremely excited by the granularity of data now available to us and the opportunities this brings to our Business Development team.”
Pia Campbell,
Director, Monitoring,Evaluation & Learning
Our Partners
We work with a number of technical partners to bring our fundraising management solution to life.
Salesforce
Salesforce offers a #1 CRM tool with a built in non-profit success pack which has some ready made features to support fundraising management. We build on this using products such as Community Cloud, Service Cloud, Pardot, Einstein Analytics to realise a great Fundraising Solution for clients.
FinDock
FinDock is a Salesforce native Customer Payment Management platform. It allows organisations to unlock and manage the services of their preferred Banks, Payment Providers and FinTech, directly from the heart of the customer profile. It manages online payments, automated gift aid and bank reconcilation
Form Assembly
Form Assembly offers a integrated online form experience for application forms, due diligence checks, impact reports etc. The forms can be presented by email, presented on web, or embedded within Salesforce communities to intuitively capture or present information given by grantees and connect the dots within the system to give a 360 view.
Our Customers
love what we do
Over 600 Projects delivered to over 300 non profits. Economic Change has empowered companies of all sizes with Salesforce.
“This was a completely new project for us, the team were fantastic and made this journey enjoyable and a lot easier to manage. Their communication was excellent and very clear, keeping us informed throughout the process. All questions were answered efficiently and they were quick to help us out when ever we needed.”
RSPCA Norwich
Salesforce Verified
This review is provided to Salesforce by the customer in a project satisfaction survey.
“Economic Change worked very closely with us,was very approachable and was excellent at explaining things in a way that we could easily understand. Their help was much appreciated by our team and the wider organisation who have been impressed at how we are starting to implement what we have learnt. ”
Plunkett Foundation
Salesforce Verified
This review is provided to Salesforce by the customer in a project satisfaction survey.
“Economic Change really understood how our charity works which proved to be very useful in designing our salesforce org. We have now a very flexible and valuable tool that will help us keep up to date information on our contacts, relationships and activities. This in turn will massively reduce the time collecting our stats for grant funders. Thank you!”
Entelechy Arts
Salesforce Verified
This review is provided to Salesforce by the customer in a project satisfaction survey.
“Economic Change and our assigned consultant really went above and beyond to develop what we needed. During the scoping period, they really worked with us to identify the priorities and find ways to get the most functionality out of our limited budget. Our consultant was very patient and flexible, adapting things as we tested and refined our needs. The Supermum trainee was smart, efficient, and led a great Admin training. Economic Change also provided input on the most appropriate payment processor for us, which was area that we weren't implementing on this project. I have already recommended Economic Change to a friend at another charity and I would gladly do so again.”
The Care Workers Charity
Salesforce Verified
This review is provided to Salesforce by the customer in a project satisfaction survey.
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