Specialists in Salesforce for grant management for over 12 years

Hyphen8 fundraising for our customers

Salesforce for fundraising

Hyphen8 has been designing and building fundraising solutions on Salesforce for over 12 years. We understand the many challenges that fundraising organisations are striving to overcome. In a competitive environment where time is so precious, you need technical solutions that will:

Reduce admin time spent on data entry, communications set up or fixing bad data

Make it easy and quicky for your donors and supporters to engage with you

Ensure that income from all sources can be recorded and tracked against the correct campaigns

Provide instant analytics to help you evaluate the impact and effectiveness of fundraising activities

We focus on user experience

Our talented team of Service Designers focus on user-centred process design. They challenge your fundraising processes to make them simpler, more consistent and to identify where automation can add the most value.

We put people first at Hyphen8 (in fact, it's one of our values) and that is also the case when we design our solutions. Our specialist UX Consultants are involved in every project to ensure that forms, navigations and page layouts are accessible, intuitive, clean and easy to use.

During our Discovery workshops, we work through your processes and painpoints to design a solution loved by all stakeholders.

How can we transform your fundraising on Salesforce?

We design a fundraising solution that fits with your requirements and budget and guide you through every option.

Profiling and segmentation

Guidance on how to tag and profile contacts to drive engagement and communication planning. Share best practice on GDPR compliance and consent updates from all channels. Access to a single view of every contact and their history of interactions.

Data import and migration

Migration of your fundraising data from any source including existing systems like Raiser's Edge or spreadsheets. AND simplify the ongoing import of donation data from all sources via API integration, cost-effective import routines or connectors.

Campaign and event management

Expertise to optimise native campaigns to track fundraising activities across all channels. Recommendations for event management solutions (including our own free accelerator).

Integrated payments

Experienced improving finance management including the integration of card and direct debit payments using Findock or Stripe, or your existing provider.

Relevant donor communications

Improve the relevance and automation of communications at each stage of your donor journey. Our experienced consultants can get you set up and trained on specialist marketing products including Marketing Cloud Account Engagement .

Fund management

If you have complex fund management needs, we have probably done it before! Including real-time fund statements, fund groups, fund adjustments and inter-fund transfers or reallocations.

Gift aid management

Recommendations on gift aid management options (including our own free accelerator) to simplify and speed up claims from declaration to auto-generation of gift records.

Impact and analytics

Provide training on Salesforce rich reporting and dashboard capabilities to create and edit your own reports. Optimise advanced analytics with CRM Analytics (Tableau) or Power BI.