fundraisingManager training for your team
Delivered by cloudStack Services, access training programs to support your immediate migration and success on the Salesforce platform.
Not a cloudStack client?
- Free to all cloudStack Services clients
- Quickly get your return on investment
- Improve employee adoption of new technology
fundraisingManager Demonstration
Offered weekly, this introductory session highlights the overall capabilities and basic use cases where fundraisingManager excels
fundraisingManager Basic Training
Learn the basics of your new donation platform, fundraisingManager. Native to Salesforce, fundraisingManager can handle all your donations.
fundraisingManager Advanced Training
Take your knowledge of fundraisingManager’s features, like gift-in-kind and Salesforce campaigns/reporting, to the next level.
Powered by Salesforce
cloudStack Services is a Salesforce implementation partner. Through our services, we support nonprofits as they integrate Salesforce for fundraising, delivering programs, marketing, managing volunteers and reporting.
The majority of our business is with Canadian and American charities and nonprofits. That means we understand their limited budgets and time constraints. We’ll work with you to outline your goals but also appreciate that a phased approach to a Salesforce implementation is often necessary.
We get it. Migrating to new technology can feel intimidating. As a Salesforce implementation partner, we’re here to support you every step of the way as you plan and prepare to implement a new Salesforce system.
fundraisingManager Overview Demonstration
This session highlights the overall capabilities and basic use cases where fundraisingManager excels and is a perfect introduction before attending fundraisingManager Basic Training.
In the demonstration you’ll see how you can:
- Accept donations automatically from your website
- Configurable elements of a fundraisingManger donation form to meet your needs
- Automatically acknowledged and CRA receipt donations
- Allow donors to direct their donations and acknowledge them uniquely
- Track and manage CRA receipted donations, manually receipt and issue replacement receipts.
- Issue CRA consolidated or annual receipts to donors
- Collect and receipt donations from a variety or payment types
- Issue CRA receipts for other donations, like In-Kind Gifts
- And much more...
In this training session, a cloudStack team member will walk you through your donation platform, fundraisingManager, and its integration with Salesforce.
You’ll learn:
- Online donations forms: How to customize and embed them on your website
- Email acknowledgements: How to customize all features and connect them to your donation forms
- Salesforce campaigns: How they relate to fundraisingManager
- CRA receipting: How to locate receipts on your donor information, receipt replacement and consolidated receipting
- Using the staff donation portal for credit card, cheque and cash
In this training session, a cloudStack team member will walk you through some of the more advanced features of fundraisingManager and its integration with Salesforce.
You’ll learn:
- Salesforce campaign hierarchies: How to build your fundraising efforts through targeted campaigns; how the parent/child structure works
- Salesforce reporting: How to make the most of Salesforce reports and create your own unique nonprofit reports with data that matters to your nonprofit
- Benefits: How they relate to donations and campaigns
- Configuring additional record types in Salesforce, including gift-in-kind receipting
fundraisingManager and Salesforce Nonprofit Success Pack
The Nonprofit Success Pack (NPSP) tailors the Salesforce CRM to better suit the needs of Nonprofits. It turns the #1 CRM for business into a Constituent Relationship Management system for nonprofits that help them manage programs, donations, volunteers, and supporters conveniently. The NPSP does so by adding pre-built constituent and donor management components on top of flexible, open data architecture.
NPSP provides a single source of truth delivering a 360 degree view of your constituents. You can leverage this unified view to engage in more personalized ways with supporters, or connect and help clients. With this visibility into people, funds and outcomes, you can make better decisions that drive impact.
Salesforce.org donates 10 free Salesforce subscriptions in perpetuity to any eligible Nonprofit through the Power of Us program and offers deep discounts on additional subscriptions, products, services, training, and Salesforce events. This is a $ 20,000 per year program that you are essentially getting for free.
Salesforce.org donates 10 free Salesforce subscriptions in perpetuity to any eligible Nonprofit through the Power of Us program and offers deep discounts on additional subscriptions, products, services, training, and Salesforce events. This is a $ 20,000 per year program that you are essentially getting for free.
Many nonprofits partner with cloudStack Services to provide further Salesforce Custom Implementations. We work exclusively with nonprofits and know that the we must quickly maximize the return on investment of your Salesforce Implementation.
Integration of your current systems is often a possibility and taking advantage of using Salesforce as a central system so that your email, marketing, financials, etc can all talk to each other is just part of how we provide a complex and effective solution.
We will transform your Salesforce by providing:
- Multiple vendors systems integration.
- Integration with on-premises systems.
- Flexible and scalable integrations.
- Optimal visibility of data streams between apps.
- Real-time sync
fundraisingManager has been built as a native Salesforce application. Our team of dedicated Salesforce certified admins saw a gap in the market.
Other fundraising platforms may integrate with Salesforce but will incompletely map donor and donation data to Salesforce. fundraisingManager takes advantage of all that Salesforce NPSP has to offer.
fundraisingManager cannot be used without Salesforce NPSP.
The cloudStack team has taken this product to the next level by offering two critical add-ons.
1. receiptManager – save hours on your year end receipting with receiptManager. Automate your consolidated and batch receipting process.
2. financeManager – this integration allows users to consolidate donation data between your nonprofit CRM and QuickBooks Online.
