1. QSS1 – Biographical Management
Did you know that you can track information on an individual AND the household they belong to? If you’re storing information about 1 person, add it to their Contact record in Salesforce. You can track their employment, emails, phone numbers and addresses for that individual. Any shared information with other individuals in their household can be collected in their Salesforce Account record; Household address, seasonal address, phone numbers, greetings and communication codes… it can all be tracked in an account. And what’s more, you can run National Change of Address (NCOA) on your accounts right in Saslesforce.
Source: Joan Rees, Sleek Business Analyst
2. QSS2 – Gift Processing
Batch Templates and Batch Defaults allow you to greater streamline your data entry and drastically reduce data entry errors.
Source: Sophie Elmo, Sleek QSS Product Manager
3. QSS3 – Corporation and Foundation Fundraising and Grant Payments
Your grant process is completely customizable – from research, to LOI, to submitted proposals, and outcomes. Deliverable and activity tracking is also included.
Source: Patrick Lienhard, Sleek Business Analyst
4. QSS4 – Annual Giving and Appeals
Did you know that we have built automations to make reporting on your Annual Giving Metrics so much simpler? We’ve done the work for you in a few fields to calculate Donor Behavior, Donor Activity, and Donor Status. Gone are the days of trying to get the calculations correct and consistent in your reports.
Source: Joan Rees, Sleek Business Analyst
5. QSS5 – Major Gifts, Contact Reports, and Portfolios
No need to code prospects with stages! With Account Teams (prospect pool assignments) and Opportunity Teams (pipeline assignments), your pool and pipeline are independent and more representative of the collaborative nature of fundraising. Your MGOs can add contact reports directly from their Outlook or Gmail accounts, or even dictate them to their phones with the Salesforce mobile app!
Source: Patrick Lienhard, Sleek Business Analyst
6. QSS6 – Prospect Research and Management
We’ve created a central object to store all your Prospect Research information – from simple assets or giving to a complete, full profile. When you integrate a wealth screening tool into Salesforce, you can have screening data automatically added to your capacity and inclination. The Prospect Analysis object lets you conduct in-depth prospect review in one convenient place on Contact and Account records.
Source: Patrick Lienhard, Sleek Business Analyst
7. QSS7 – Donor Relations
Our scholarship and fund management solution allows a 360 degree view of your funds, their financial health, and most importantly, your constituents. Boost your efficiecy with Engagement Plans to standardize internal processes.
Source: Patrick Lienhard, Sleek Business Analyst
8. QSS8 – Stewardship
Did you know that you can create and automate different giving levels in Salesforce based on your constituents’ commitment or engagement? Levels can correspond to gift clubs, so that as soon as someone hits a giving threshold, they’re added to a gift club and welcome emails can go out automatically. Less time spent manually managing gift clubs means more time for thoughtful stewardship!
Source: Joan Rees, Sleek Business Analyst
9. QSS9 – Planned Giving
Custom fields allow information from planned gift calculators such as PG Calc and Crescendo to be entered or imported directly into your database so that all your information can be in one place.
Source: Sophie Elmo, Sleek QSS Product Manager
10. QSS10 – Volunteer Management
Volunteer Management allows us to track skillsets of individual volunteers to ensure that everyone is assigned tasks that align with their expertise, increasing their satisfaction and the overall efficiency of your projects.
Source: Sophie Elmo, Sleek QSS Product Manager
11. QSS11 – Membership
The membership QSS package might be our most highly customized because every organization handles membership a little differently–renewals, membership terms, benefits and more–are all completely custom.
Source: Sophie Elmo, Sleek QSS Product Manager
12. QSS12 – Event Management and Special Events
Our events package is flexible enough that it can work with whatever tool you’re using to capture event registrations. We prefer FormAssembly, because of the way you can write registration directly into your CRM.
Source: Roman Druzdzel, Sleek Business Analyst
13. QSS13 – Constituent Relations and Engagement
Salesforce Maps lets you search for constituents directly on the map and not only in a radius from a point (your office, your next visit, the location of an event) but also in a custom freeform shape that makes the most sense for your journey!
Source: Amanda Viehman, Sleek VP of Operations
14. QSS14 – Donor Communications, Marketing
Engagement Studio journeys, or automated drip campaigns, can be used for so much more than donor engagement–they’re useful for any scenario in which you’re sending a series of pre-prepared emails to an audience. Steward new gift club members, onboard volunteers, you name it! Source: Roman Druzdzel, Sleek Business Analyst
15. QSS15 – Board Management & Portal
The Board Management suite comes with a template for a board portal to rival competitors with one major advantage… it’s built on top of your CRM! The power of having everything in one place is pretty incredible.
Source: Roman Druzdzel, Sleek Business Analyst
16. QSS16 – Campaign Management
It almost seems like Salesforce was designed to handle things like campaign pillars and funnels. This package uses a really wide variety of SF functionality to make campaign management easy. Source: Sophie Elmo, Sleek QSS Product Manager
17. QSS17 – Online Giving & Payment Processing
QSS17 is super flexible and can involve integrating Salesforce with most online giving tools! We also have our preferred tools if you’re thinking about switching to a new online giving platform.
Source: Roman Druzdzel, Sleek Business Analyst
18. QSS18 – Outreach, Networking, and Program Management
This package relies on the Program Management Module from Salesforce, which can be used to track anything from litter clean up projects, to professional and continuing education, to lecture and class offerings. Its incredibly flexible.
Source: Sophie Elmo, Sleek QSS Product Manager
19. QSS20 – Communities
Salesforce Communities is a really powerful tool that allows you to give your partners, donors, alums, or any other external entity access to your CRM data in a secure and direct way. We use this for Alumni Directories, Board Portals, and more!
Source: Sophie Elmo, Sleek QSS Product Manager
20. QSS27 – Scholarship Management Portal
Our Scholarship Management package doesn’t just let you track applications for funding and money that you’ve awarded. You can also connect those back to your General Accounting Units as disbursements, so that you can track the full cycle of funding–from a donation that establishes a fund all the way through to a scholarship recipient receiving financial assistance–making reporting to your donors on the impact of their gifts accurate and easy!
Source: Roman Druzdzel, Sleek Business Analyst