Activism data to bolster your CRM

There’s a lot of data there that needs get into your main CRM database so that you have a complete picture of your supporters – not just their advocacy activities but their demographics, giving, relationships, registrations, volunteering, and the like. Let Omatic be the conduit for easy and convenient integration between your advocacy management system and your Blackbaud or Salesforce system. That way, while your advocacy application manages the day-to-day, your main CRM database will be current and complete, and can support targeted, granular segmentation and communication whenever you need it to.

If you are a social good organization that depends on a growing network of grassroots activists, or advocates working from coast-to-coast, you not only mobilize them and build on their passion, but you also track your engagement with them and their activities on your behalf. You may also communicate directly with policymakers and other influencers and monitor those interactions along with those of your supporters, so that you can analyze your overall advocacy effectiveness. Ensure all your activism activity is integrated with your CRM for the full picture.

eComm – a wealth of data, and an engagement gateway

Online virtual giftshops, markets, and catalogs are so prevalent today. They are great gateways for new supporters and hopefully are converted to loyal donors and advocates. They are also a wealth of data. For example, who buys what, when, and for how much; who buys gifts or gift cards for others; who’s responsive to requests to join, give, make tributes; and more.

All that data is certainly useful for those who run the eCommerce site, but it’s just as valuable strategically when it’s integrated with your main CRM database. Thinking about how long it would take to routinely key-in that data, or upload it all using unintuitive import tools turns team members into data janitors overloaded with heavy administrative work rather than mission impact work.

Rather, let Omatic intelligent integration solve this problem quickly and inexpensively, through automated processes that clean up records, standardize data, and check for duplicates all while speedily and routinely transmitting key information from your eCommerce system to your Blackbaud or Salesforce CRM. While your e-store or catalog does its thing, your main CRM will have real-time data updates without duplicates or errors and provide a complete supporter view to all those who need it.

Making matching gift data integration a breeze

More employers are matching charitable contributions, and more donors are taking advantage of employer matching programs, which is great for mission impact. But, that means that there are more matching gift commitment and payment transactions routinely coming into your gift processing team. So, let Omatic ease the burden and the stress by helping you quickly and accurately integrate matching gift data into your main Blackbaud or Salesforce database system.

Whether you use one of our approved API connector partners (including Double the Donation) or obtain matching gift data in a spreadsheet or another basic electronic format, Omatic can ensure you save time and eliminate errors when integrating matching gift data. Powered and secured by Omatic Cloud, our integration solutions will ensure that your main CRM database is always current with matching gift information so that acknowledgments are timely and financial statements are accurate.

Payment Processing

More and more, nonprofits find themselves using third-party payment processing applications to streamline payments from donors, members, event-participants, and ticket-holders. These platforms take the processes that today’s consumers are accustomed to, and allow organizations to provide donors and other supporters with a similar consumer experience – one that’s easy but also relentlessly safe and secure.

Omatic’s fully-automated integration between your online payment platform and your main CRM database ensures that payment information is always current, and that everyone on your team has a complete and timely view of new donations, payments on pledges, and recurring gifts. Not only does continuous, scheduled, or on-demand payment integration simplify operations and ensure a comprehensive view of your supporters, but it gives you back precious time for other priorities and one less thing to worry about.

Managing your volunteer management data

Organizations that leverage volunteers in a variety of capacities often need to use specialized volunteer management applications. Such systems support the operational recruitment, activity-tracking, and acknowledgement of volunteers – and serve as a repository for key volunteer-specific data needed for effective volunteer deployment and evaluation. Most importantly, these applications ensure that organizations make the most of their volunteers’ time and effort, and that volunteers remain engaged and involved.

But volunteer information often comprises only a single set of data points – eg, 80% of volunteers make financial donations as well – so having volunteer data consolidated into your main CRM database is imperative for the most appropriate, effective interactions with volunteers on a macro level. Omatic integrations for volunteer management systems ensure that key volunteer data is combined with all the other information you track on your supporters – and that any new or updated volunteer data originating in your main CRM database gets over the to volunteer system expediently.

Omatic: the nonprofit integration leader for basic data formats

Omatic has long-recognized that Excel and other flat-style data files are virtually limitless in what kind of information they can store – and therefore very powerful data conduits. No matter what kind of data comes to you in basic electronic formats, Omatic can make it a snap to get that data integrated into your main CRM database.

Nonprofit organizations still get a tremendous amount of source data that arrive in Excel or other flat file-layouts. Whether Excel supports long-entrenched internal business processes, or source data comes to you in basic electronic formats from third-party systems that have unsupported APIs (or no APIs), Omatic integration solutions, powered and secured by Omatic Cloud, are your best bet to get the data into your main Salesforce or Blackbaud database quickly, easily, and free of errors or duplicates.