Non-profit Organizations Must Choose Form Tools That Understand NPSP Model
Non-profit organizations using Salesforce to manage their data often face challenges related to data collection and management. The Nonprofit Success Pack (NPSP) has a specific data model that many form tools do not understand, leading to errors and inaccuracies in the data.
The root cause of most nonprofit data problems is the same: form tools writing incorrect data into Salesforce. This can lead to issues like duplicate contacts, incomplete donation records, and inaccurate donor retention reports. To avoid these problems, it's essential to choose a tool that understands the NPSP model.
Click and Pledge, Soapbox Engage, FormAssembly, Classy, Formstack, Fonteva, Jotform, and Salesforce Experience Cloud with Screen Flows are some of the tools that can help non-profit organizations manage their data correctly. Each tool has its strengths and weaknesses, and it's crucial to evaluate them based on specific needs and requirements.
When choosing a form tool for NPSP, it's essential to consider the following factors: household handling, donation as opportunities, recurring donations, General Accounting Unit (GAU) allocation, soft credits, and relationships. These elements are critical in ensuring that data is collected and managed correctly.