Omatic Integrations

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

Classy is a social enterprise that offers innovative online fundraising solutions specifically designed for nonprofits, enhancing the overall giving experience to amplify social impact. Since its inception in 2011, Classy has empowered over 4,000 nonprofit organizations to collectively raise more than a billion dollars, demonstrating its reliability for online fundraising endeavors of various scales, encompassing peer-to-peer fundraising and event registration & management. Nonprofits of diverse sizes have come to rely on Classy for their fundraising requirements, confident in its capabilities. The platform's celebrated open API enables users to develop custom tools and tailor unique experiences for their supporters. Additionally, seamless integrations with third-party applications like Salesforce and MailChimp provide users with a robust and dynamic donor ecosystem, setting Classy apart as a leader in the fundraising technology space. This comprehensive approach ensures that nonprofits can maximize their outreach and engagement efforts effectively.

Blackbaud CRM™ provides an advanced customer relationship management solution specifically designed for large and enterprise-scale nonprofit organizations. This system combines exceptional expertise in the nonprofit arena with cutting-edge fundraising and CRM technology, as well as integrated analytics, multichannel marketing, and data mining services, all focused on enhancing the relationships that larger nonprofits cultivate with their supporters. By tapping into Blackbaud’s extensive fundraising acumen, this all-encompassing CRM solution empowers organizations to significantly boost their fundraising initiatives. It effectively tackles various communication and fundraising obstacles through a cohesive strategy that encompasses online donations, peer-to-peer fundraising, multichannel marketing, database segmentation, and optimal web design. Blackbaud CRM’s integrated prospect research tool, ResearchPoint™, helps eliminate uncertainties by revealing essential insights into wealth potential and philanthropic giving trends, ultimately propelling your mission with assurance. Additionally, this array of tools equips nonprofits with the flexibility to navigate evolving circumstances while fostering strong, productive connections with their donors, ensuring sustainable growth and impact over time.

The Fundraising Report Card serves as a premier resource for nonprofits and fundraising advisors aiming to derive meaningful insights from donor information. It allows for the effortless examination of donor retention rates, giving patterns, and annual growth metrics. With features like CRM integration, risk-adjusted pipelines, and user-friendly dashboards, it equips organizations to enhance decision-making, boost return on investment, and cultivate more robust relationships with donors. This tool is ideal for any nonprofit eager to achieve success through data-informed fundraising strategies. Start converting your data into tangible outcomes now, and watch your fundraising efforts flourish!

ImportOmatic+ serves as a cloud-driven data integration solution specifically designed for nonprofit organizations, facilitating the seamless import and standardization of data from various sources into their CRM platforms. This tool offers an intuitive approach to data transformation through customizable mapping, formatting, and conversion rules, ensuring that data remains accurate and consistent. With built-in smart automation features, ImportOmatic+ allows for the direct integration of clean records while also identifying any data entries that need manual inspection. Moreover, it boosts data integrity by detecting duplicate entries, validating essential information, and addressing any formatting issues. By enhancing donor records and simplifying data management processes, ImportOmatic+ empowers nonprofits to foster stronger engagement, cultivate better donor relationships, and ultimately enhance their fundraising capabilities. This comprehensive tool not only saves time but also allows nonprofits to focus more on their mission-driven activities.