How To Integrate Your Fundraising Data To Salesforce
We live in a society where people love to help each other and one way that communities can often join together is by fundraising to reach goals for schools, businesses, or even personal goals.
When communities join together to raise money, a goal can be met within a few days but sometimes even overnight.
This can fund programs for a school or a business and help a community thrive.
While helpful, fundraising is not always an easy task, because one must have an active audience, and they must also organize and track their data successfully.
When one starts a fundraiser they must plan how they will organize and integrate the data to Salesforce.
Here are some simple ways to integrate data so that the fundraiser is straightforward and easy to host.
What is data integration?
Data integration is an important part of a fundraiser. A lot of the time, fundraisers will be hosted on a variety of platforms.
These platforms may include donations from resources such as PayPal, Good2Give, Raisely, and many others.
When there’s two or more fundraising platforms data integration becomes necessary so that the fundraiser doesn’t become confusing.
It puts all of the information in one place so that the results of the fundraiser are easy to read and process.
A large fundraiser simply cannot happen without data integration making all of the results simple and clear to read.
Why is integrating fundraising data important?
Integrating fundraising data is important for a number of reasons, but for the most part it makes sure that the data connected to the fundraiser is accurate.
If the fundraiser is not accurate, it can create a number of issues that will make the fundraiser have more problems than it is worth.
Money and sources can easily be lost without integrating the data, and the entire fundraiser will be messy.
It can also hold one back from making their goals, and without data integration, the fundraiser will quickly become complicated or even pointless.
So, how do you do it?
First of all, it is important that one is organized before starting the fundraiser.
They should be familiar with what platforms they are using for the donations for the fundraiser.
One will want to plan in advance and read reviews for feedback when exploring different platforms as some may work better for different types of fundraisers.
It will be helpful to have all of this information in one place so that the one organizing can make sure that nothing is overlooked.
It is important to pay attention to detail.
This will make sure that the fundraiser runs as efficiently as possible.
When all of the data is kept in one place, it is easier to integrate accurate results.
Manage Leads from Gmail
Using Streak
Set up and customize a perfect process for your team no matter the use case or how you work
Another part of being organized is that one is going to want to look at what platforms they are planning on using and how many.
A couple of options might be Everyday Hero or Fundraisin’, but there are a lot of options out there and one should choose what will work best for their fundraiser.
They’ll want to keep track of what fundraisers that they use so that it is easier to integrate the data.
One should also plan who the target audience is when organizing the fundraiser, as this will be important in reviewing the data at the end.
Ultimately the audience will determine the data for the fundraiser.
If this is planned and tracked it will be much simpler to integrate the data after the fundraiser is complete.
The person hosting the fundraiser may also want to thank people or reward them with something for helping out.
One is going to want to keep track off of all this information so that they can integrate it and be able to look at all of the information in one place.
If this seems like too much, there is an easier way.
This may seem like a lot of work, and for someone who is busy it may seem like a daunting task, but there is a more simple way to do it if one wants to use a tool such as MoveData.
This can do the hard work for the organizer quickly and efficiently. It can integrate data as the data is happening.
A lot of people opt for this option because it makes the fundraising process so much easier.
Why choose MoveData over doing it manually?
MoveData makes the process of data integration much easier.
It will save the person hosting the fundraiser a lot of time, because they will be able to take out most of the other steps and let this tool do it for them.
It is also more efficient because when doing it by hand there is a lot of room for error.
When one does it by hand the results could be wrong and it could take a lot of time to fix these errors.
Another reason that people choose MoveData is because the process of data integration can be confusing and difficult to complete without experience.
With tools like this, data integration is easier than it ever has been before. It is a classic example of the quote, “Work smarter, not harder.”
This is both an easier and more efficient way to integrate your fundraising data, and when it is both easier and more efficient it is a deal too good to resist.
We live in a society that loves to help people, and, because of this, fundraisers have become a normal part of most people’s lives.
Integrating data from a fundraiser can be complicated, but it does not have to be with a tool like this.
One can be assured that whether they are not sure how to integrate data, do not have time to integrate data, or do not have the desire to integrate data that this resource can do it for them.
In a fast-paced world with fundraisers taking place every day this may be an answer for many people.
Suggested –
