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Description
Salesforce Agentforce 360 for Nonprofits is a comprehensive nonprofit management platform built to connect people, programs, and data. It integrates fundraising, marketing, volunteer management, and service delivery into one unified CRM environment. Organizations gain a complete view of every stakeholder interaction, improving engagement and relationship building. AI-powered capabilities streamline reporting, automate tasks, and generate actionable insights. Nonprofit Cloud helps teams collaborate more effectively across fundraising and program operations. Built-in grantmaking and volunteer management tools simplify coordination and tracking. The platform supports data-driven decision-making to maximize outcomes and transparency. Eligible nonprofits can access special pricing and community resources through the Power of Us program. Integration with Salesforce’s broader ecosystem enhances flexibility and scalability. Agentforce 360 helps nonprofits operate more efficiently while amplifying their mission impact.
Description
Enhance the efficiency, transparency, and integration of ESG and impact investing efforts with a dedicated ESG engagement tracker designed specifically for asset managers. Simplify the narrative-building process and showcase stewardship with minimal steps through a tailored solution that serves sustainable investing, investor relations, and compliance divisions. Eliminate the pitfalls of data silos and the drawbacks of using spreadsheets for tracking by centralizing both proprietary and third-party information to achieve quicker results. Relieve sustainable investing, investor relations, and compliance teams from the burden of complex reporting requirements. Streamline practices and approval processes to facilitate easy and efficient disclosures and reporting. This solution is ready for immediate implementation and can be customized to align with your specific workflows. As you scale your operations, leverage the only tracker built for asset managers to monitor individual engagement narratives and oversee the complete engagement lifecycle—covering everything from objectives to meetings and proxies, culminating in outcomes—all within a single platform. Generate reports based on portfolios, indicators, timeframes, and any pertinent data points that are crucial to your engagement assessments, ensuring compliance with regulatory mandates while demonstrating your commitment to responsible investing. Additionally, this tool fosters collaboration among teams, enhancing communication and efficiency.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Affinity
Box
CharityWeb
ClickFunnels
Collate
Deskpro
DonorDrive
LearningCart
Microsoft Excel
Integrations
Salesforce
Affinity
Box
CharityWeb
ClickFunnels
Collate
Deskpro
DonorDrive
LearningCart
Microsoft Excel
Pricing Details
$36 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/nonprofit/
Vendor Details
Company Name
Verity
Country
United States
Website
verityplatform.com/platform/verityesg/
Product Features
Community
Content Management
Content Moderation
Discussions / Forums
Event Management
Group Management
Ideation / Crowdsourcing
Member Directory
Membership Management
Social Media Management
Website Management
White Label
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Grant Management
Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Volunteer Management
Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles
Product Features
ESG
Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment
