Omatic Integrations

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

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.