Optimizing Payment Processes and Member Management with FormStack and Salesforce Integration
A nonprofit organization committed to spearheading a transnational network that empowers Latine leadership, amplifies influence, and channels philanthropic resources into our communities to foster a fairer world.
THE CHALLANGE
The organization encountered difficulties managing donations and membership payments due to a lack of website integration. This resulted in all data being directed to Stripe and required manual entry into Salesforce and QuickBooks, leading to significant data inconsistencies.
THE SOLUTION
Payment Processing with FormStack:
Connecting their website to Salesforce through FormStack enables them to:
Streamline and centralize the payment process for donations, accommodating both one-time and recurring contributions.
Automatically send thank-you emails to donors.
Utilize Salesforce NPSP for managing recurring donation reminders and follow-ups.
Streamline and centralize the payment process for memberships, while managing multiple membership levels with varying pricing.
Automatically create member records to track all members and grant access to benefits.
Track membership renewals and generate automated opportunities for renewal.
Send automated renewal reminder emails to members.
Offer a secure and user-friendly platform for donors and members to contribute.
Integrating Salesforce with QuickBooks helps to minimize data inconsistencies and reduce the need for manual data entry.
