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Home NetSuite Apps Suiteapp Hybrid Celigo Salesforce – NetSuite Nonprofit Quickstart Template
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Celigo Salesforce – NetSuite Nonprofit Quickstart Template

Status: Unverified

Salesforce – NetSuite (Non-profit) templates integrate the non-profit versions of Salesforce CRM platform with NetSuite ERP platform to streamline the lead-to-cash process providing non-profits with a unified, full 360-degree view of donor data and fundraising across user-facing, front-office teams, and back-office teams.

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  • Description
  • FEATURES
Description

Complete visibility into your donors and fundraising activities

The NetSuite Social Impact – Salesforce Nonprofit Quickstart Template integrates the nonprofit versions of NetSuite ERP with Salesforce CRM. Nonprofits benefit from a unified 360° view of donor data and fundraising across front- and back-office teams. Automatically sync accounts, opportunities, donors, donations, and invoices between NetSuite Social Impact and Salesforce.org Nonprofit
Cloud.

Key Benefits

Connect All of Your Apps: Use Celigo to integrate every app that you use for your business, from the most popular applications to the most specialized ones.

Comprehensive Pre-Built Integrations for Nonprofits: Purpose-built for nonprofit organizations that use Salesforce Nonprofit as their front office for fundraising and donor management and NetSuite Social Impact for back office – streamline donation operations and grow your mission

Fast Deployment, Low Maintenance: Get your integrations up and running quickly on our platform, with a unique design to help reduce the ongoing cost of ownership.

Unique, Intuitive Design: Set up, customize, and control your integrations without the need for specialized technical resources.

Customer Quote

Celigo has cut down on our time to accomplish work tremendously. Our volume of transactions increased fivefold since pre-COVID. It would have been near impossible to manage that kind of volume before Celigo. It was so breezy to learn. It made sense. My staff was concerned that we didn’t have a lot of internal experience with integration. But they picked it up very easily and commenced using it on their own

– Malcolm James, Senior Technology and Business Solutions Manager, CDC Foundation

Streamline the fundraising cycle with pre-built integrations between the nonprofit editions of Salesforce and NetSuite

Automate donation recognition, invoice creation for pledges and adding/updating donors with a single, streamlined process

FEATURES

Accounts & constituents

Register Salesforce Accounts as Constituents in NetSuite whenever a
new account is created or updated

Donors

When an Opportunity is ready to be pushed to NetSuite, sync Donors in
Salesforce to Sub-Constituents (Individuals or Households) in NetSuite

Faster Donation Recognition

Post Donations or Events from Salesforce as Cash Sales in NetSuite
when these Opportunities are marked as Closed Won

Invoices and Pledges

Automatically create an invoice in NetSuite as soon as you record a
pledge in Salesforce

Built for Nonprofits

Supports NetSuite Social Impact and Salesforce.org Nonprofit
Cloud

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