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What is VerityESG?

Boost the effectiveness, clarity, and integration of ESG and impact investing initiatives with a specialized ESG engagement tracker tailored for asset management professionals. This innovative tool streamlines the narrative-building process, allowing for the demonstration of stewardship through a straightforward approach that benefits sustainable investing, investor relations, and compliance teams. By centralizing both proprietary and third-party data, it addresses the challenges posed by data silos and the limitations of spreadsheets, enabling faster and more accurate results. Moreover, it alleviates the complexities of reporting for teams focused on sustainable investing, investor relations, and compliance, simplifying practices and approval workflows to ensure efficient disclosures. Ready for immediate deployment, this solution can be customized to fit your unique operational needs. As your business expands, take advantage of the only tracker specifically designed for asset managers to oversee individual engagement narratives and manage the entire engagement lifecycle—from setting objectives to conducting meetings and handling proxies, all within one comprehensive platform. You can generate detailed reports based on various portfolios, indicators, timelines, and other significant data points essential for your engagement evaluations, which will help you remain compliant with regulatory requirements while highlighting your dedication to responsible investing. Furthermore, this tool enhances team collaboration, fostering better communication and boosting overall efficiency in your ESG efforts. By integrating this solution, you not only optimize your current processes but also position your organization as a leader in sustainable investment practices.

What is Agentforce 360 for Nonprofits?

Agentforce 360 for Nonprofits is Salesforce’s industry-specific CRM solution designed to help nonprofit organizations scale their mission-driven work. It brings together fundraising, program delivery, marketing, volunteer management, and grantmaking within a single, connected platform. By centralizing stakeholder data, nonprofits gain a comprehensive 360-degree view of donors, clients, volunteers, and partners. AI-powered Agentforce tools automate manual processes and deliver actionable insights to improve efficiency. Nonprofit Cloud supports impact measurement and outcome tracking across programs. Teams can collaborate seamlessly with shared dashboards and unified reporting. Built-in marketing and engagement tools personalize outreach and strengthen community relationships. Volunteer and grant management capabilities simplify coordination and oversight. The platform enables data-driven decision-making while ensuring secure and compliant operations. Salesforce’s ecosystem of partners and community resources further extends nonprofit capabilities. Organizations can adapt quickly to changing needs while sustaining long-term growth. Agentforce 360 empowers nonprofits to amplify their impact through smarter operations and trusted AI innovation.

Media

Media

Integrations Supported

Salesforce
Affinity
CharityWeb
ClickFunnels
Collate
Deskpro
LearningCart
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Momentum
Pendo Feedback
PhaseWare Tracker
Slemma
Snappii

Integrations Supported

Salesforce
Affinity
CharityWeb
ClickFunnels
Collate
Deskpro
LearningCart
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Momentum
Pendo Feedback
PhaseWare Tracker
Slemma
Snappii

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$36 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Verity

Company Location

United States

Company Website

verityplatform.com/platform/verityesg/

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/nonprofit/

Categories and Features

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Categories and Features

Community

Content Management
Content Moderation
Discussions / Forums
Event Management
Group Management
Ideation / Crowdsourcing
Member Directory
Membership Management
Social Media Management
Website Management
White Label

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Grant Management

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Volunteer Management

Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles

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