WHAT IS Classy?

• Classy is a well-known nonprofit fundraising software programme. It is best known for its intutive fundraising solution.
• Classy’s tools can also be customised to fit a company’s marketing needs. It enables nonprofit organisations to effectively manage their daily tasks. As a result, it has distinct features that allow them to track data, donations, donors, and so on.
• Overall, by integrating Classy and Salesforce, you get complete data optimization for fundraising. It will now be simple to manage and improve relationships with donors, as well as thrive toward progress.

   

KEY FEATURES :

1. Customizable Donation Pages:

Create visually appealing and personalized donation pages that reflect your nonprofit’s branding. Customize layouts, images, and messaging to engage your donors effectively.

2. Recurring Donations:

Enable donors to set up automatic, recurring contributions on a schedule that works for them. This helps drive long-term donor engagement and predictable revenue for your nonprofit.

3. Peer-to-Peer Fundraising:

Empower your supporters to fundraise on your behalf with peer-to-peer fundraising tools. Donors can create their own fundraising campaigns, rally their networks, and track progress toward their goals.

4. Integrated CRM for Donor Management:

A powerful CRM that centralizes donor data, tracks giving history, and provides insights into donor behavior. Build stronger relationships by easily segmenting and engaging supporters with targeted communication.

5. Donation Forms & Campaign Tracking:

Flexible and user-friendly donation forms that can be embedded on your website, shared via email, or posted on social media. Track the performance of campaigns and donation forms in real-time for optimized fundraising strategies.

6. Email & SMS Marketing Automation:

Automatically send personalized thank-you notes, receipts, and campaign updates via email or SMS. Keep donors engaged with timely, relevant content that strengthens loyalty.

Why Use Classy in Salesforce

Integrating Classy with Salesforce offers a range of benefits that can help nonprofits improve their fundraising strategies and enhance donor relationships:

• Comprehensive Donor Management: Classy and Salesforce together create a single source of truth for donor data, including contact information, donation history, and interactions. This helps nonprofit organizations understand their supporters better and tailor their engagement efforts more effectively.

• Donation and Payment Tracking: The integration provides real-time syncing of donation data, allowing organizations to track one-time and recurring donations, payment statuses, and fundraising progress in Salesforce. This ensures that data across both platforms is always up-to-date.

• Campaign and Grant Management: Classy’s integration with Salesforce allows nonprofits to track not only donations but also grant lifecycles and fundraising campaigns. This enables a more streamlined process for managing donor engagement throughout the lifecycle of a campaign, from initial outreach to post-donation follow-up.

• Advanced Reporting and Analytics: By syncing Classy data with Salesforce, nonprofits can generate advanced reports on donation trends, donor behavior, campaign performance, and more. Salesforce’s powerful reporting tools enable organizations to make data-driven decisions that improve fundraising outcomes.

HOW CAN WE HELP :

• Contact and Contribution Management: We help you track donations, recurring donations, and supporter relationships using Salesforce’s CRM, giving you a comprehensive view of donor interactions.

• Classy-Salesforce Integration: We specialize in configuring and customizing the integration to ensure seamless data flow between Classy and Salesforce, tailored to your organization’s needs.

• Package Management: We assist with managing and optimizing the Classy for Salesforce package, ensuring smooth integration and configuration for syncing data.

   

RESULTS :

• Real-Time Data Sync: Data from Classy (donations, donor interactions, etc.) is instantly synced to Salesforce, ensuring your team has the most up-to-date information at all times.

• Improved Data Management & Duplication Prevention: Access Salesforce’s Duplicate Management tools to identify and eliminate duplicate records, keeping your database clean and accurate.

• Customizable Record Naming & Stages: Tailor record names, opportunity types, and account stages to fit your organization’s workflows, ensuring alignment with your team’s processes.

• Standard Contact Matching: The integration ensures accurate contact matching across both platforms, with customization options to improve data accuracy and alignment with your systems.

Conclusion:

Classy is a powerful fundraising tool for nonprofits, and its integration with Salesforce takes its capabilities to the next level by offering seamless data synchronization, advanced reporting, and more efficient donor relationship management. By leveraging both platforms, nonprofits can streamline their processes, improve donor engagement, and drive better fundraising results.

For assistance with Salesforce and Classy integration, please contact us directly by completing the form below.