Family and Human Services Organizations
Build Stronger Relationships with Supporters
Omatic: Experts in Data Integration
In addition to using Salesforce NPSP, Salesforce Nonprofit Cloud, or Blackbaud systems as your primary CRM for fundraising and engagement, you likely utilize other specialized solutions to manage many workflows, such as membership, program management, volunteer management, email marketing, online donations, event registrations, and more. Omatic Cloud connects and unifies data across these systems, ensuring that your main CRM serves as your single source of truth.
Complete. Time-efficient. Synchronized.
A complete view of your constituents
Volunteers, program participants, and their families are often prime donor prospects, already engaged and familiar with your organization’s work. Due to lack of data integration between systems, many organizations lack the visibility into their different touchpoints or how they’ve engaged over time. This lack of visibility prevents teams from personalizing campaigns effectively and launching campaigns in a timely manner, resulting in poor donor conversion, low gift amounts, and retention rates. Omatic Cloud streamlines data transfer from any system into an organization’s primary CRM, allowing for a comprehensive view of constituents. With Omatic, teams can improve their segmentation and fundraising efforts to build stronger relationships with supporters.
Spend more time driving your mission forward
Organizations are facing tighter budgets, with teams tasked with accomplishing more with fewer resources. Due to disconnected systems, teams often spend too much time manually consolidating data or fixing errors instead of the initiatives that matter most. With Omatic Cloud, organizations can automate how, when, and how often data is standardized and transferred across systems, giving teams the freedom and confidence to accomplish more with current, clean, and complete data.
Supporting the full constituent journey
Omatic Cloud ensures data is kept up-to-date across all of the systems your organization uses to track the full constituent journey – from the moment they donate or volunteer to when you communicate financial reporting and your organization’s impact. With accurate data, your organization can build trust with supporters at every touchpoint.