What is Salesforce? The concept of data storage and organizing the data dates back to…
What is NPSP?
The NPSP, Non-Profit-Success-Pack, is a a software platform from the Salesforce.org. The Salesforce.org, an off-shoot of the Salesforce.com for commercial businesses, focuses on nonprofit organizations, higher-education, and K12 education. The NPSP comes preconfigured tools for fundraising and constituent management.
What are Integrations?
Integration in the Software world are a means to send data between the computer systems. Additionally, one system can send an instruction to another system through integrations. For example, a Point-of-Sale system can send a command to an Accounting system to create an Invoice by sending data about the customer and the products that they purchased.
When a computer system, such as Salesforce’s Non-Profit Success Pack, is capable of integrating with other computer systems, its functionality becomes extensible. Meaning, it can do more things through augmentation. For example, when Salesforce’s NPSP is used as a Customer Relationship Management (CRM) system that stores a list of Donors and Volunteers, many nonprofits also need a way to communicate with these Donors and Volunteers. Such communication can be sending a monthly newsletter to them.
There are many other computer systems that can create very appealing newsletters, send them as emails, and track to see if they have opened or unsubscribes to the newsletters. When Salesforce integrates with such Email Marketing system, then its CRM functionality is easily extended to Email Marketing function as well.
Hence, when a system integrates with more computer systems, the better it is, usually.
Example Integrations with Salesforce NPSP
Salesforce integrates with many computer systems. Following are few examples:
With Conga Composer, we can easily create beautiful, accurate digital documents using pre-built or customized templates. The contents of these documents are automatically populated with data from Salesforce. For the contacts that exist in the Salesforce NPSP, the Conga software can send consistent and personalized documents that elevate your brand and delight your customers.
Such documents can include Quotes, Proposals, Account plans, Invoices/receipts, Contracts, Work orders, Reports & charts, Shipping documents, and more. These documents can be sent in formats such as Word, Excel, PowerPoint, PDF, and HTML email.
Mailchimp helps small businesses with innovative marketing tools that help them grow. When you want to reach to new customers or reach back to your loyal customers, Mailchimp has many features. When Salesforce NPSP gets integrated with Mailchimp, you can:
- Manage Mailchimp subscribers from Salesforce® leads, contacts, and Audiences views
- Upload Mailchimp subscribers as Salesforce® leads
- Sync Mailchimp Audiences to map Salesforce® fields to Mailchimp merge variables
- Sync leads and contacts from Salesforce® to Mailchimp
- Create custom lead, contact, and campaign member queries that run daily or even hourly
- Manage Mailchimp data storage options in Salesforce
- See subscriber detail and Mailchimp activity
- View Mailchimp campaign reports and campaign share reports from within Salesforce
- Add custom Mailchimp fields and Visualforce pages to the Contact and Lead pages
Milestones PM+ is a Salesforce project management app that augments your NPSP with many features including Project Templates for various project types, Milestone level Gantt charts, Project calendar, Summary view of multiple Projects, Dependencies and scheduling of Milestones and Tasks, etc.
Five9 helps contact centers increase productivity and boost revenue with an adaptable, omnichannel solution that creates amazing customer experiences and ultimately, customer loyalty and trust. When we integrate Salesforce NPSP with Five9, you can have many features such as Automatic Call Distribution (ACD), Interactive Voice Response (IVR), Call recording & real-time quality monitoring tools, Natural Language Processing (NLP) for categorization and sentiment, etc.
The above four integrations are just few examples. There are more than 4,000 such integrations that augments and enhances the functionality of Salesforce NPSP. Salesforce lists all these third party software vendors and their software at a single location at AppExchange. These Apps are categorized in multiple ways so that you can easily find which one might be the right one for you. If you have questions about how to integrate your Salesforce NPSP with any of these AppExchange items, please let us know by sending an email to firstname.lastname@example.org or calling (303) 246-6641.
If you have systems that are not connected through AppExchange but you would like to have a custom integration, Apoorva team can establish programs that work in a near real-time fashion so that the data can flow seamlessly between your Salesforce NPSP and other systems.
Apoorva is a technology services company that assists software products with ideation, developing prototypes, programming, creating a digital marketing presence and accelerating sales through direct contact. Over 150 for-profit and non-profit organizations, such as Xcel Energy, PeopleCare Health Services, Frontier Airlines and Centers for Spiritual Living have trusted Apoorva to build software. Apoorva was founded in 2001, has more than 35 employees, and uses proprietary and proven methodologies to bring technology products to the market. Visit apoorva.com for more information.