Judi Sohn

MARCH 18, 2013

This post is part 2 in a series of articles aimed at organizations on Common Ground who need to get excited about what’s next if they decide to stay on the Salesforce platform. I started this series by talking about the Nonprofit Starter Pack , now I’m going to focus on Click & Pledge. And wow, is it robust.

Pledge 174

Pledge Life Contact Database 174

Judi Sohn

APRIL 1, 2013

Previously, I highlighted favorite features in Nonprofit Starter Pack , Click & Pledge and Causeview , now I’m going to talk about my favorite parts of Soapbox Engage. This is ideal for organizations that have to quickly put up or change a form without having to worry about getting a web developer involved.

Life 221

Life Tutorial Application Open Source 221

Judi Sohn

APRIL 15, 2013

Previously, I highlighted favorite features in Nonprofit Starter Pack , Click & Pledge , Causeview , Soapbox Engage and Conga Composer. Both applications are generously donated by their developers to non-profit organizations, so there’s no comparison on price. Here’s why: It runs right within Salesforce.

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Life Application Comparison Map 200

Judi Sohn

APRIL 22, 2013

Part 2: Click & Pledge – Contact matching. Organizations want to feel that they’re in partnership with the companies they’re working with. Here’s a summary of those posts and the features I highlighted, in case you missed any: Part 1: Nonprofit Starter Pack – Opportunity payments.

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Life Application Summary Pledge 200

Judi Sohn

JUNE 8, 2013

While Common Ground’s batch tool was far from perfect, a lot of organizations used it and relied on it. You have to make sure those gifts aren’t already attached to pledges. The fields on the Add Contact record screen are also entirely customizable with an organization’s own preferred fields.

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Gift Contact Nonprofit Pledge 190

Judi Sohn

MARCH 11, 2013

I’ve spoken to so many organizations who are now in the process of deciding their next steps. I’ll highlight what should make you smile in Nonprofit Starter Pack , Causeview , Click & Pledge , Soapbox Engage , Conga Composer , Apsona , Volunteers , and more if I can. And they should be. Nonprofit Starter Pack.

Life 215

Life Pledge Gift Nonprofit 215

Judi Sohn

SEPTEMBER 25, 2010

Create pledges and add pledge installments. Associate a donation with an open major gift or pledge. We're both from small organizations, after all. Batch gift entry - Here's the new features added according the release announcement: Add donations of most record types. Add stock gifts including assets.

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Convio Pledge Contact Gift 100