Online Gifts Are Great! But Manual Entry? Not So Much.

May 21, 2020

With the move to online giving, many organizations are experiencing a surge in gift and donor data that needs to be manually entered or imported into Salesforce. Admins and development staff are working overtime to get it in and make it right.

This rush to get the data into the system is creating data quality issues, such as duplicate household and donor records. This is resulting in manual clean up and time-intensive record account and contact merges.

Join us for a 45-minute webinar and learn how the Omatic Cloud can help you and your team efficiently handle the influx of gift and donor data so you can continue to communicate with your donors the way they expect and deserve.

Attendees will learn how to:

  • Prevent duplicate donor and household records.
  • Preview changes before they’re made so you can avoid those heart stopping moments.
  • Work with others in the organization to assist with donor data – no need for the Data Loader or the Data Import Wizard in Salesforce.

The Covid Online Giving Surge: Getting Online Gift and Donor Data into Salesforce
May 28, 2:00pm – 3:00pm | EDT

Stacy Caponetti