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A talk for the Melbourne Salesforce User Group.
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They don't sell widgets to businesses
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- Organisations (Accounts)
- Individuals (Contacts)
- Income (Opportunities)
- Affiliations (Individuals related to Organisations by a role and a time period).
- Households (Individuals at the same address).
The Non Profit Starter Pack Nonprofit Success Pack - NPSP has a great model for dealing with Individuals where the Account record is effectively hidden. If you click on the Account record for an "Individual" you are immediately taken to their Contact page. It's similar to Person Accounts but without the hassle of Person Accounts.
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- An excellent integration to your e-commerce system and website - this is why AAkonsult Payments Payments2Us shines. See Websites and Salesforce for more information.
- Automation of emails, receipts etc for donations (eg minimising spending). This includes routing large donations through to the fundraising manager so they can either do a personalised note on the receipt or even bypass the automated receipt to do a hand written note.
- Being able to see at a glance who your top donors are, which campaigns are doing well etc is important. The Non Profit Starter Pack Nonprofit Success Pack - NPSP handles this stuff well (except for maybe expenditure on Campaigns, but Salesforce doesn't do that well anyway).
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