For Non-Profits
The ability to quickly search, mass edit, import/export records, among other things, makes life so much
easier, especially as a non-profit Admin. They're also huge supporters of the non-profit community, which I greatly appreciate.
…the ability for users to mass add task records and merge numerous documents makes a big difference in how non-profit staff are able to efficiently manage donor relationships. This is one of the best tools I've ever used!
This app helped me use Salesforce so much more fully and efficiently, filling in gaps between what our basic nonprofit starter pack could do and what we needed. The staff has also been very patient and friendly with all my questions, and the resources on their website have been very helpful.
My processes for case management and donor management are more streamlined, my program data is more sophisticated and current, and I don't have to work as many late nights to get it all done. Thanks, Apsona!
Works with all non-profit versions of Salesforce, including Nonprofit Cloud NPSP (Non-Profit Success Pack), Causeview, Luminate, Affinaquest, NGO Connect, and any Salesforce managed package.
Specially crafted for non-profit organizations, Apsona's Batch Gift Entry simplifies the management of check donations within Salesforce's NPSP, ensuring a seamless gift entry process.
Integrates with Salesforce-native CRM objects, including Leads and Campaigns, for a comprehensive data management experience.
With new applications from Salesforce feature sets - Apsona enables you to do more with newly available objects from Nonprofit Cloud.
Allows you to select and manage specific objects within Apsona using the configuration manager, tailoring the tool to your organization's needs.
Automatically includes custom objects from other non-profit-specific applications installed in your Salesforce environment.
Offers support for all NPSP objects such as Donations, Households, Contacts, Organizations, Affiliations, and more.
Enables easy data record uploads in CSV format across all objects, streamlining the data entry process.
Automatically detects NPSP installation and configures to showcase relevant non-profit objects, fields, and functionalities.
Product | Function | Base Package | Number of Users Included in Base Package | Additional Cost per User | Free Trial |
---|---|---|---|---|---|
Apsona for Salesforce | Core functionality including searches, filtering, import/export, mass update, simple reports, and more. | $510/yr | 3 users | $170/yr | Click here |
Add-ons that require Apsona for Salesforce base licensing | |||||
Grids | Simplify data viewing and updating with easy-to-use grids. | $800/yr | 10 users | $80/yr | Click here |
Multi-step Reporting | Advanced multi-object reporting with flexible field joins. | $540/yr | 3 users | $180/yr | Click here |
Dedupe and Match | Efficient single-table deduplication and matching records, including fuzzy matches. | $660/yr | 3 users | $220/yr | Click here |
Email and Document Merge | Personalize and generate Word, PDF, Excel documents, labels, and emails using Salesforce data. | $360/yr | 3 users | $120/yr | Contact us Included with Apsona for Salesforce Installation |
Charting and Dashboards | Create insightful charts and dashboards from Apsona reports. | $450/yr | 3 users | $150/yr | Contact us |
Scheduler | Automate Apsona reports and document/email merges on a defined schedule. | See Scheduler Pricing | Organization wide | How many reports do you need to deliver? How many documents do you need to deliver? |
Contact us |
Batch Gift Entry - NPSP version | Allows manual creation of gift processing. | $660/yr | 3 users | $220/yr | Contact us |
View-Only Reports | Limited usability where user can search, filter and export single step reports but not edit the structure. | Available after purchasing 10 Apsona for Salesforce Licenses | Not Applicable | $140/yr | Contact us |
View-Only (Including Multi-step Reports) | Limited usability where user can search, filter and export single step & multi-step reports but not edit the structure. | Available after purchasing 10 Apsona for Salesforce and 10 Mulit-Step Reporting licenses | Not Applicable | $180/yr | Contact us |
Button Merge Only | Generate on demand docs from Salesforce Record pages. | Available after purchasing 10 Apsona for Salesforce and 10 Document and Email merge Licenses | Not Applicable | $140/yr | Contact us |
Button Merge (Including Multi-step Reports) | Generate on demand docs from Salesforce Record pages (for multi-step reports) | Available after purchasing 10 Apsona for Salesforce, 10 Document and Email Merge and 10 Multi-Step Reporting licenses | Not Applicable | $230/yr | Contact us |
iATS Connector | Process credit card payments for gifts via Apsona's Batch Gift Entry tool. | $1,300/yr + $500 one-time setup fee | Organization wide | Not Applicable | Contact us |
Tier | Size | Price (per run)* |
---|---|---|
Tier 1 | Any number of runs between 1000 - 9,999 | $0.22 |
Tier 2 | Any number of runs between 10,000 – 24,999 | $0.13 |
Tier 3 | Any number of runs above 25,000 | $0.09 |
Enterprise | Contact us for pricing |
Tier | Size | Price (per merge)* |
---|---|---|
Tier 1 | Any number of merges between 600 - 3,999 | $0.37 |
Tier 2 | Any number of merges between 4,000 - 9,999 | $0.28 |
Tier 3 | Any number of merges between 10,000 - 49,000 | $0.22 |
Enterprise | Contact us for pricing |
Other criteria:
Apsona offers a suite of Salesforce tools that are tailored to the unique needs of non-profits, including special pricing, dedicated features like Batch Gift Entry, and seamless integration with the Non-Profit Success Pack (NPSP).
Apsona seamlessly detects and configures itself to work with NPSP, providing support for all its objects and functionalities, which allows for efficient management of donations, households, and other non-profit data within Salesforce.
Non-profits can apply for donated licenses by providing documentation of their non-profit status, a certification of their license count, and evidence of their revenue, among other requirements detailed on our website.
Apsona’s Batch Gift Entry feature is specifically designed for non-profits to efficiently manage donation data entry, fully integrated with NPSP for real-time data synchronization.