You’ve most likely heard about Classy, a leading social platform. It provides digital fundraising tools for nonprofit organizations. Basically, this platform helps modernize the experience, which undoubtedly provides accelerated personal effects worldwide. They have improved the functionality of their site by involving around 15 leading providers.

Therefore, Classy is being used by several companies as well as nonprofits. So, the main motive of Classy is to improve the relationship between donors and nonprofit organizations. Thus, it is all possible through its compelling features for managing data.

To get an in-depth knowledge of Classy, this article will help you out. So, read below to solve all your queries regarding the integration of Classy and Salesforce.

What is Classy?

• Classy is a leading fundraising software program for nonprofits. It is mainly known for its intuitive fundraising solution.
• Also, Classy’s tools are configurable to fit the marketing of one’s company. It empowers nonprofit organizations to manage their daily tasks effectively. Hence, it has unique features through which they can track data, donations, donors, etc.
• Overall, by integrating Classy along with Salesforce, you get complete optimization of data regarding fundraising. Now, it will be effortless to handle and improve relationships with donors and thrive towards progress.

What do you get from Integration of Salesforce and Classy?

Basically, the integration of Classy and Salesforce was designed to improve the functionality effectively. Thus, nonprofit users can seamlessly manage their fundraisers and donor constituents with an automated process.

Therefore, implementation of the Classy Salesforce and Salesforce NPSP has given a boost to the nonprofits. Now, they can track as well as check the fundraising initiatives and performance efficiently.

Hence, to sum up, the integration of NPSP-Classy is allowing nonprofit organizations to manage campaigns, donors, and fundraiser contacts in a single system. As a result, it is making everything easier to analyze and operate everything seamlessly.

So, these are the following features that you will get from the integration of Salesforce with Classy.

Partner for Your Nonprofit Cloud

The following features will help you understand why Classy is the best for your Salesforce NPSP.

• It has specific features like engagement and marketing, fundraising, program management, etc. In this way, you can improve your operational tasks.
• Furthermore, it has a product roadmap that helps your team members to work together seamlessly.

Unique Features of Data Control

These are some crucial features that you must know about data control while using Classy.

• Firstly, you get direct integration to the solution of Duplicate Management in Salesforce.
• Secondly, you can customize the name of the records, opportunity types, accounts, stage names, etc.
• Thirdly, you can use the standard feature for contact matching and customize your integration.
• Furthermore, the best feature is that you can keep an eye on the Salesforce and Classy integration.

You can Directly Connect to Salesforce NPSP

Hence, read the following to understand how connecting to Salesforce NPSP can help your nonprofit organizations.

• You get an accurate report and also designate funds from Classy.
• It also includes recurring donors of NPSP, allocations, GAUs, etc.
• Thirdly, you can take advantage of Classy for the Salesforce along with direct integration to the workflows, custom objects, etc., of NPSP.

What exactly is NPSP?

The nonprofit success (NPSP) is a bundle of a Salesforce CRM configuration that is freely offered on AppExchange. It includes many functions that are specifically best for nonprofit organizations. Hence, the NPSP integrates the flexibility to construct Salesforce to get the account of every data without much hassle.

These are the following benefits of NPSP:

• Firstly, it helps in managing contacts, homes and reports being private donation payments, etc. It also keeps records of company affiliations and accounts, grant lifecycles, and campaigns.
• Secondly, NPSP tracks the relationships between contacts, contributions, and recurring donations.

How can Classy help your Nonprofit using NPSP?

NPSP will be your answer if you’re part of a nonprofit. Monitoring contributions and incrementing altruistic gift suggestions becomes easier. Along with that, NPSP has various features such as gift suggestions, tracking pledges, in-kind and standard donations, etc. Also, you get matching gifts, significant gift suggestions, and a whole lot more with NPSP.

Use GAU for Tracking the Gifts

You can follow to which the gift has been directed, utilizing the General Accounting Device (GAU) item. Thus, you can keep track of grant deliverables and credits easily. Also, the items are customizable, and you can adjust them according to your requirement.

Track Donors to Know Which Initiatives Inspired Them

Secondly, you can also track the donor to understand which campaign is creating an impact. In this way, you can strategies your future campaigns to attract more donors. Along with that, the features of Roll-up Summary Fields are highly advantageous for nonprofits.

How can you sync the data of Classy to the Salesforce?

Campaigns or events developed in Classy can sync to Salesforce as new documents. For this, you need to click on the tab of Data Sync to access your tool. And in this way, the data from Classy to Salesforce will sync automatically.

However, to sync data, you need to find the Data Type, Start Date, and End Date. After that, you need to select the option of “create data” to sync it. You can also use the filters to refine your data as per your choice.

Apart from that, you can only sync the data which is lacking. So, if you try syncing the old data, then it will not appear in your outcomes.

How are donations managed in Classy?

Want to know how it is extremely easy to manage donations through Classy? Then, you need to read below.

Effective Data Analytics and Reporting

To start with, Classy gives you a clear view of the performance of your campaign. Thus, you can easily access through the historical performances and reports. Along with that, you can save, customize and even share the reports with your team members. So now, you can make crucial and effective decisions with the help of accurate data.

Broad Information to Understand Supporter Interactions

Secondly, Classy allows you to know several individual supporters and improve further engagement. The available filers, donation types, and frequency help you target your message more effectively. As a result, managing donations also becomes easier simultaneously.

How are recurring donors recorded and managed in Salesforce when using Classy?

However, Salesforce provides the service of the NPSP package to manage the record of recurring data. You can easily manage data for recurring donors with the help of Webuters. Thus, it will ensure that it gets updated across all platforms when any recurring donation happens.

How do Webuters setup Salesforce Classy Integration for a Nonprofit?

The Classy for Salesforce interface was set up by Webuters team to help its valuable client, an international non-profit, to manage their donor base and fundraisers by allowing them to manage their donations within Salesforce. In comparison to the previous method, the adoption of Salesforce NPSP and creation of the Classy Salesforce interface drastically improved the non-ability profit’s to monitor and measure the performance of their campaigns and fundraising initiatives. The non-profit was able to manage its contributors, campaigns, key fundraiser contacts, and fundraising revenue all in one system thanks to the NPSP-Classy integration, making it simple to operate and evaluate.

Conclusion

In conclusion, the above information can help you understand the benefits of Classy and Salesforce integration. So, take advantage of it and improve the productivity of your nonprofit organization.