Database Connector for Salesforce

Convio’s Database Connector for Salesforce offers the most complete data integration solution available for nonprofits – saving administrative time, ensuring data integrity and strengthening constituent relationships.  Available for the Salesforce nonprofit template, the Connector automates the synchronization of constituent records from your Convio-powered Constituent360 database with your contacts in Salesforce.

Open Platforms + On Demand Software = Powerful Integration

The Connector provides advanced functionality beyond a simple communication exchange.  With best practices built-in, the Connector helps nonprofits drive higher levels of engagement through more targeted and personalized campaigns that leverage constituent data stored in your organization’s Salesforce database. By employing the robust features of the Salesforce API, the Connector communicates securely and efficiently over standard Internet connections — requiring no additional infrastructure.

• Achieve a complete view of constituents - The Connector provides you with tools to ensure your organization has access to all online and offline activities for use in the fundraising process.
  
  
• Personalize the constituent experience - Drive higher levels of engagement through more targeted and personalized campaigns that leverage constituent information stored in your Salesforce database.
  
  
• Measure campaign effectiveness - Cross-reference tools allow your organization to automatically see new data elements such as campaigns or groups in your Salesforce database and establish the relationship necessary to link your online activity to your offline.
  
  
• Streamline data management - Save administrator time, training, and the need for sophisticated technical knowledge by creating an automated, "hands free" approach to data synchronization and a single process for handling file creation, bi-directional data transfer, duplicate management and error handling.

Learn More

Presentation: Get a high-level overview of the key features and benefits of the Database Connector in this brief presentation. Approximately 4 minutes

Demonstration: Watch as we walk you through the process of synching up a constituent record to link information collected from online forms with Salesforce. Approximately 30 minutes.  This demo requires registration.

Case Study (PDF): Read about how the Colorectal Cancer Coalition has reduced their synchronization process from 10-15 hours per week to just 30 minutes per week.

Notes: both videos require the Adobe Flash player.  To download the latest version of Flash, visit this Adobe page. The case study requires Adobe Acrobat.  To download a free version of Adobe Acrobat Reader, visit this Adobe page.