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Salesforce NPSP Data Integration: Three Considerations before Implementation

Salesforce NPSP Data Integration: Three Considerations before Implementation

by Omatic Software | Apr 10, 2023 | Blog, Salesforce

Salesforce NPSP: A Powerful Solution for Modern Nonprofits Amidst increased competition and evolving supporter expectations, modern nonprofits must operate much like their for-profit counterparts. Organizations are challenged to increase efficiency and streamline...
Year-End Fundraising: What Keeps Nonprofit Finance Directors Up at Night?

Year-End Fundraising: What Keeps Nonprofit Finance Directors Up at Night?

by Stu Manewith, CFRE | Nov 10, 2022 | Blog, Omatic Cloud, Raiser's Edge, Salesforce

I was the director of finance at two nonprofits before I went to work in the nonprofit software industry. One was a mid-sized membership association with a separate 501(c)(3) fundraising foundation. The other was a very large healthcare foundation, which itself was...
Don’t Wait to Integrate: The Case for Data Integration for Nonprofits

Don’t Wait to Integrate: The Case for Data Integration for Nonprofits

by Omatic Software | Nov 9, 2022 | Blog, Raiser's Edge, Raiser's Edge/Salesforce Integration, Salesforce

Introduction: Are you Making the Most of Your Nonprofit Gift Data? In the nonprofit world, November and December can be particularly busy months. Not only are teams working to close out one year and make plans for the year ahead, but they may also be handling an...
Simplify Salesforce NPSP Gift Entry in Three Steps

Simplify Salesforce NPSP Gift Entry in Three Steps

by Mallory Margiotta | Nov 3, 2022 | Blog, Constituent Management, Raiser's Edge/Salesforce Integration, Salesforce

Does your nonprofit organization need additional help with Salesforce NPSP gift entry? Are you reluctant to delegate data entry responsibilities because you have spent so much time ensuring your database is clean and accurate?  For over 15 years, I’ve supported...
Nonprofit Technology: Advice from the Experts

Nonprofit Technology: Advice from the Experts

by Omatic Software | Sep 14, 2022 | Blog, Constituent Management, Email Marketing, Events, Financial Posting, Omatic Cloud, Salesforce

Introduction: When Solving One Challenge Creates Another It’s no secret that technological innovation has helped individuals, businesses, and organizations tackle problems and improve efficiencies for decades – centuries even. However, the challenges new technology...
Salesforce.org Integration Game Changers

Salesforce.org Integration Game Changers

by Mallory Margiotta | Sep 7, 2022 | Blog, Omatic Cloud, Salesforce

As a Solution Engineer at Omatic for nearly five years, I’ve talked to hundreds of nonprofits about their goals and objectives, the challenges they face, and opportunities to streamline their processes and drive greater impact. In recent years, I’ve worked most...
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