As a non-profit organisation, it is important to save every penny and allocate it towards your cause.
Automating the transfer of donor data to your CRM system is one way to do this while also creating opportunities for improved stewardship. By automating processes, you can save on costs and have more time to establish meaningful relationships with your donors.
That's why we have lovingly created the integrations manager: A fast and effective way to streamline critical data to your donor CRM.
What is the integrations manager?
The Integrations Manager is a secure web application that transfers data between hapi and your donor CRM system in real time, automating the entire process for you.
How does it help my charity?
Handling donor registrations and gifts is a time-intensive chore that reduces the value of donations and delays stewardship. By automating data management, your team can focus on cultivating relationships with donors instead of dull data entry.
Enhances retention KPIs by accelerating stewardship processes.
Improve the quality and consistency of donor data.
Reduce the cost of gifts to increase their overall value.
How does it work?
When someone donates money or signs up for an event on hapi, their information moves to the integrations manager through Microsoft's communication network.
Based on your configuration, the data is placed into your CRM, creating new constituents, or updating existing records.
Can I check the data before it goes into our CRM?
Certainly! Some customers like to review bulk gifts and constituent registrations before being added to their CRM.
The integration manager provides a database view that allows you to examine and modify records before submitting them.
Absolutely, you can arrange a demo of hapi and the integrations manager to discover how your charity can revolutionise data management. Please get in touch with us to schedule a session. We look forward to hearing from you soon!
