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Batch Gift Entry for Non-Profits
The batch entry tool is so much better than what Salesforce natively provides with the NPSP package, when dealing with so many givers to one campaign.
We're a small nonprofit that recently moved to using Salesforce as our CRM platform. Apsona is a great app that helps us manage our data and do batch updates. It's also one of the easier apps to use, which is important when you are small, because you don't have much time to mess with clunky apps. Greatly recommend.
Importing, exporting, otherwise un-doable reports, bulk data fixes, a super efficient batch entry tool and a bunch of stuff we haven't even begun to utilize all equal... WOW!
My nonprofit organization started using Salesforce (Luminate CRM) a few months ago and Apsona has been of great help in importing our multiple lists and making batch changes within Salesforce to get all our data organized.
In the past, donations captured through a separate online database could not be ported into Salesforce and our staff has had to download the data to Excel and manually update the donor database. With Apsona, downloaded data from Excel was uploaded automatically to Salesforce, saving hours of staff time.
In the dynamic world of non-profit organizations, managing donation data efficiently is paramount. Apsona’s Batch Gift Entry tool is here to revolutionize that experience, bringing together the best of Salesforce with features reminiscent of renowned non-profit software systems like Common Ground, Luminate, and Raiser’s Edge.
Enter all your gift data, look up related contacts, donations, and payments, or even add new contacts without ever leaving the screen.
Speed up your data entry process, making it both quick and user-friendly.
Every piece of data is stored in a Batch, with each Batch Item detailing a single payment, ensuring clarity and organization.
Batches await your command to commit, giving you the flexibility to add or modify items as needed. For instance, start a batch today, and if required, come back days later to add more, ensuring your data entry aligns with your schedule.
On committing a batch, every item finds its rightful place in Payment and Donation records. Whether it's creating new Donation, Payment, or Donation Contact Role records, or updating existing ones, consistency is guaranteed.
The Batch and Batch Item objects are in perfect harmony with other Apsona features, letting you swiftly navigate through Batch records.
Once a batch is committed, trace back to the specific Batch record that led to a particular donation, ensuring transparency.
From native to custom fields, the Batch screen is equipped to handle all Donation and Payment fields from your Salesforce database.
Recognizing the diverse needs of non-profits, each Batch can be customized with its set of required and optional fields. Be it for routine fundraising donations or special event donations, Apsona has got you covered.
Open Apsona for Salesforce & click the feedback link located on the top right of the banner.
Select "License Request" & fill in the box to indicate your interest in enabling Batch Gift Entry.
We'll promptly activate the license and notify you via email once it's done.
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