Salesforce is the world leading Cloud-Based CRM, and their native Non Profit Success Pack (NPSP) offers many great tools for Non-Profits to manage their donors, members, and constituents. see http://www.salesforce.org/nonprofit/nonprofit-success-pack/
At AlphaSys Labs we’ve found that great as it is, even the NPSP could use a few add-ons.
So, we created the ProntoPlus app, to fill in the gaps.
ProntoPlus satisfies many needs of our NFP Clients with Jam-packed features that are not available out-of-the-box with NPSP. These features are;
|Donation Importer||Importing flat donation files from external parties e.g Everyday Hero|
|Account to Account Relationships and Soft Credits||Extending Account to Contact relationships and soft credits|
|Segmentation||Classify your contacts for targeting based on your own custom values|
|RFM Scoring||An Industry-standard Segmentation method|
|Product to GAU mapping||Attribute money paid for products towards a General Accounting Unit much like a donation|
|Audit Lock||Prevent editing of past Close Won Opportunities|
Check out our Youtube Playlist of tutorial videos above by clicking the button below.
Set up and how to articles: