Software designed for the nonprofit sector modernizes every year. Organizations that want to pursue automation or data-driven strategies should consider several types of software. Integration software plays a critical part in connecting constituent relationship management software and external communication and marketing solutions. It may be necessary to refer to a Raiser’s Edge import guide or seek guidance from RE software integration experts to implement these cutting edge solutions alongside Raiser’s Edge NXT.
Must Have Technologies For Nonprofits
Automation is a primary focus of constituent management software in 2021. With proper integration measures, it is possible to automate a number of rote tasks such as data entry and transfer that demand attention and are often plagued by errors. Automated batch gift entry utilities in RE and the Salesforce Nonprofit Success Pack facilitate the process of calculating funds raised and the comparison of this total to expected amounts.
The capabilities of a CRM can be supplemented by robust data integration software. Omatic is a cloud-based integration solution compatible with RE NXT and Salesforce NPSP and many other software suites used in the nonprofit sector. Integration software that is custom-built for the needs of not-for-profit associations can facilitate the functionality of a CRM and any external systems in use for communication, engagement or fundraising.
Best Data Integration Solution
Omatic stands out as the best data integration solution because it features a variety of functions that can support most CRMs and other systems in use at an organization. Omatic features connectors for bidirectional or direct RE integration and makes it easier to run queries in this Blackbaud CRM. A data health suite can help to complete and improve records across platforms with far-reaching benefits for engagement and fundraising.
Features such as ImportOmatic for imports, MergeOmatic for deduplication and ScoreOmatic for scoring affinity and engagement make this software a useful addition to any CRM. Integration software should support the search and segmentation capabilities of these systems. From action and query management features to automation options for repeated tasks and processes, Omatic also provides the functionality nonprofits need today.
Specialized External Applications
Many organizations rely on third-party applications for communication and engagement functions. External email marketing and fundraising clients are commonly used by organizations. Integration software makes it easier for organizations licensing NPSP or RE to use third-party solutions. Salesforce for Nonprofits users need solutions in these areas and organizations using RE NXT may prefer alternatives to the functionality built into this CRM.
Integration software is critical for organizations that license RE. Blackbaud systems are designed to work smoothly together, but pose challenges when it comes to exporting data to external applications. Omatic is designed to work with Blackbaud software and other nonprofit CRMs, making it a good choice to get the most out of this year’s leading nonprofit solutions.
Nonprofit stakeholders should consider which CRM, data integration software and third-party applications are the best match to support and streamline organizational workflows. Nonprofit data managers and other stakeholders should seek out solutions to attract and retain supporters and increase the frequency of donations and gift totals.
