PRO Now Integrates with Salesforce

Salesforce Integration

 

View Your Donor’s Propensity, Affinity, and Capacity Ratings without Leaving your Salesforce Database

Charlottetown, PE – iWave Information Systems, the makers of Prospect Research Online (PRO), is pleased to announce PRO’s integration with one of the leading Donor Management Systems (DMS), Salesforce.  For education, healthcare, and nonprofit development teams that use Salesforce as their DMS, this means access to customized propensity, affinity, and capacity ratings within their donor records.

The goal of this integration was to give joint clients easier access to information on their donors so they can research and fundraise more efficiently.  What better way to do that than with one click access to baseline donor ratings in their DMS.   “Installing PROscore for Salesforce was straightforward and using the integration is efficient,” said Katie Musisi, Communications & Development Director at Delta Institute.  “Now we can identify top potential donors without leaving Salesforce.”

“Developing this integration was an easy decision for us,” said iWave CEO Gerry Lawless.  “Many of our clients use Salesforce, so for them we hope access to powerful prospect and donor insights within their DMS, makes their work just a little bit easier.”

With this integration PRO users will have quick access to an initial snapshot of a donor’s wealth, biographical, and philanthropic background.  As a start, the PROscore summary within the donor record will include: an overall PROscore, Propensity, Affinity & Capacity Ratings, Estimated Giving Capacity, Planned Giving – Bequest, Trust, Annuity, Value of Real Estate Properties, and Value of Donations given to your and other organizations.

How do you get started?  Go to the AppExchange and click “Get it Now”.  The app is free to install and use with a valid Salesforce.com license and PRO subscription.

Appexchange

About Salesforce.org:  Salesforce is a global leader in customer relationship management (CRM). Leveraging 1% of their technology, people, and resources Salesforce.org today is a self-funded social enterprise providing best-in-class technology to social impact organizations.  Over the last 16 years, they have provided product donations for more than 28,000 nonprofits and higher education institutions.

About iWave:  For 25 years, iWave Information Systems has been delivering software solutions that empower education, healthcare, and nonprofit organizations to raise more major gifts, faster.  iWave has assisted over 6000 organizations in the United States, Canada, and overseas, making these tools a proven asset for fundraising departments of any size.

Source:
Jill McCarville
Marketing & Communications Manager
iWave Information Systems
jill.mccarville@iwave.com
1.800.655.7729

 

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