Salesforce Non Profit Successs Pack Integration

ExcluServ have seen the potential of Salesforce to provide a scalable supporter database for small to medium charities. We can now implement this in an affordable low risk way, that delivers what you need in a short time scale.

Salesforce NPSP

The salesforce foundation offer all charities a full version of salesforce with customised screens to meet your requirements, and ten free licences.

We have seen over the years many charities try to implement this but fail as the potential complexity of salesforce overwhelms the project.

ExcluServ have tamed salesforce to make it deliver those basics in an affordable low risk project. We can be sure that you will have a fully functioning database within weeks.

As salesforce is enterprise level software, the potential for it to then grow over time is still there, and we will partner with you to continue to add more and more value.

Integration

A donor system that doesn’t reconcile to the accounting software is one of the most common problems that we see in the sector.

Even where it reconciles there are often manual processes that need to be followed to get the same data into the two systems, whether it is rekeyed or batches of data are exported and then reimported.

ExcluServ have developed a cloud based synchronisation that watches for changes in either system and immediately creates the equivalent record in the other one.

  • When income is recognised through the accounting software, the donor record is updated in Salesforce
  • When a new subscription is recognised in salesforce the accounting software is updated with those details

Xero Accounts

Xero is the market leading entry level accounting solution in the UK. In 2016 it has established itself ahead of the previous market leader (Sage line 50) and now has more organisation using it.

ExcluServ have been Xero certified partners since 2010 and have seen it go from strength to strength. We have developed strong systems, processes and reports that make it work well for charities

When implementing for a new site, it is relatively simple with templates to complete and our experienced team to support.

We can also assist with integration to other systems, including your bank, online shop and fundraising websites.

Contact us now for a demonstration

Contact Us

Book a demonstration with us and allow us to show you how an integrated contact, fundraising and accounting environment can provide your organisation with greater control over your contacts and finances.

Why choose NPSP Integration

Predefined Templates

With predefined templates, ExcluServ can implement the Salesforce quickly and with a user friendly interface that is easy to adopt.

Low Ongoing Cost

Salesforce Foundation have made their software free for 10 users and offer discounted rates for additional users.

Xero is less than £300 per year and the ExcluServ integration will offer savings year on year as greater efficiency is achieved.

Shared Data

Accounts and Fundraising working with the same data. No more reconciliation challenges. Management know the true position.

Dual Integration

Unlike other solutions the Sync App allows you to synchronise transactions both from and to the accounting software.

Affordable Setup

ExcluServ have simplified things so that the implementation is affordable and deliverable within a short time frame.

Configuration

The SyncApp integration has various configurable settings which are set during the setup process.

Added modification to meet specific functionality may also be possible working with our team of experts.

Best of Breed

Xero and Salesforce are both leading software solutions in their fields

Software as a Service

The SyncApp is a cloud based Software as a Service offering. This means you have no need to install or maintain any additional software and all upgrades and maintenance are carried out for you in the background.

Supporter Development

The power of salesforce will enable easy thank you letters to be sent to supporters as well as other communications and news letters

Membership & Other Income

Salesforce NPSP with additional reports developed by ExcluServ, will get you started with managing subscriptions, reclaiming Gift Aid and much more.

Predefined reminders to members are mail-merged and HMRC gift aid claims populated by the system.

Secure

The SyncApp makes use of encrypted data transfers and no sensitive data is maintained on our servers.

Error Handling & Reporting

The SyncApp enables smart error handling and reporting which means that you can be assured that all integration issues are dealt with correctly.