21st Century Fundraising: Integrate Email Communication to Optimize Your Donor Interaction

Have you lost emails to your donors and prospects? Do you have to toggle between your email application and CRM to ensure your emails contain accurate information?

When it comes to something as important as communicating with your constituents, don’t rely on outdated tools. On December 15th, Pat Lienhard will showcase a simple way to modernize your donor communications by integrating Outlook with your CRM (in this case, Salesforce). He’ll demonstrate the power of accessing your most up-to-date donor data directly from the email composition window, inserting merge fields, quick text, email templates and more. On the Salesforce side, you’ll see a detailed and easily navigable archive of your team’s interactions with each donor as well as how to receive reports and dashboards directly in your inbox.

Join in to hear how an Outlook integration can improve the quality and efficiency of your donor interactions.

Patrick Lienhard
Advancement Technical Specialist
Sleek Consulting LLC

Patrick Lienhard

Patrick joined the Sleek team in 2021, having worked in Advancement for over 12 years. He’s an expert when it comes to prospect management and using prospect data to optimize fundraising efforts.