Beaufort 12
Beaufort 12 specializes in Mailchimp integrations and email marketing automation for nonprofits. We partner with them to build sophisticated native Mailchimp-Salesforce integrations that go beyond basic syncing—enabling segmented communications, automated workflows, and detailed engagement tracking. This ensures your email marketing data flows seamlessly into your CRM and reporting systems, giving you complete visibility into constituent engagement.
Survey Vista
SurveyVista is a robust data collection platform for surveys, forms, and applications. We use it extensively with nonprofit and foundation clients because of its powerful native Salesforce integration—ensuring data from grant applications, program intake forms, feedback surveys, and other data collection needs flows automatically into your databases and dashboards. This eliminates manual data entry and gives you real-time insights into program feedback, constituent satisfaction, and outcomes measurement.
Deluxe Merchant Services for Nonprofits
Deluxe Merchant Services (formerly iATS Payments) offers payment processing tailored for nonprofits. We configure their native Salesforce integration to enable automatic donation recording, recurring gift management, and seamless financial tracking—so your team never manually enters payment information and your data stays synchronized across systems.
Skyvia
Skyvia is a cloud data integration and ETL platform we use for specialized integration needs—particularly QuickBooks-Salesforce connections and complex data migrations. When you need automated financial data syncing, legacy system data extraction, or custom data transformations where native integrations don’t exist, Skyvia provides the flexibility and reliability to connect systems seamlessly—ensuring your data flows accurately across your entire ecosystem.