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DonorSearch 360io Salesforce Application

Connect Giving Inspiration to Giving Capacity

Overview

At DonorSearch, we combine giving history, mission-affinity, and wealth data to deliver your best prospects instantly. Now, you can conduct transformative prospect development right within Salesforce with the DonorSearch 360io app integration.

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See How DonorSearch 360io Salesforce Application Works

  • PHILANTHROPY-FIRST PROSPECT DEVELOPMENT: Are they philanthropic? As new contacts enter Salesforce, you can automatically learn how much and where else they give.

  • MAXIMIZE YOUR DONORS’ POTENTIAL: Is your donor list hiding a potential major donor? Know which low- and mid-level givers are donating major gifts elsewhere with one click.

  • STRAIGHTFORWARD AND ACTIONABLE DATA: Our industry-leading matching logic provides better accuracy and gives you the confidence in our data to use over 20+ fields of data reliably in any prospect development report.

THE PROSPECT DATA YOU WANT, WHEN AND WHERE YOU WANT IT PHILANTHROPIC GIVING: Measure donor affinity through charitable giving history to other organizations. WEALTH CAPACITY: Our wealth screening tools easily assess capacity for giving, accounting for real estate, business, and SEC holdings. ONE-CLICK PROFILES: In-depth prospect profiles created and imported with one click. SCREEN RECORDS FROM WITHIN SALESFORCE: 360io can run the list of prospects you select as a campaign, run the screening, and automatically load the results, even millions of records   PROSPECT ON YOUR SCHEDULE: You determine when your names are automatically screened--so you have the info you need when you need it--like when you add new parents, patients, subscribers!  
 USE THE CUSTOM SETTINGS PAGE TO MANAGE YOUR PROSPECTING WORKFLOW: Monitor remaining records available, choose background processing options and review current and previous DonorSearch projects.  
 POWER MESSAGES FROM INTEGRATED MARKETING PLATFORMS: Use the giving by interest data in Salesforce to send automated messages from MarketingCloud or Pardot that highlight how their passions blend with your mission.  

Categories

Business Needs
Collaboration
Industries
Nonprofit
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Community Builder
Managed Package

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