Validar Lead Import with AnySource vs Neon Fundraise

With so much required to produce events it's understandable when measuring ROI is lost in the shuffle. Quantifying event impact begins when you can answer the following while the event is live: who is here, why did they join, and what did they think of it all? Validar captures those insights at both onsite and virtual events and Lead Import delivers answers directly to your sales team. Whether you want consistent lead management or a streamlined process for virtual event and webinar traffic, Validar centralizes and coordinates the disparate parts of your marketing stack so that you get quality data while it is actionable. Lead Import improves lead management for every member of your team: marketing, sales and even system admins. Lead Import creates consistency in projecting, managing & reporting your marketing efforts. Benefits • Qualify Leads during capture so that they can request specific treatment • Avoid duplicate data with Contact & Lead matching • Conform to your business rules with Contact, Lead and Activity field level mapping • Detailed ROI reporting with Campaign and Member Status assignment. • Support existing web forms with AnySource Web-to-Lead

As an official Salesforce ISV Partner, we've built our integration so that actions taken on your online fundraising website(s) will immediately create records within Salesforce. For example, when a supporter registers to fundraise, a Salesforce Contact record will be created and that Contact can be assigned to a Salesforce Campaign, based on your settings. When a general donation to your nonprofit occurs, the Neon Fundraise app will also create a Contact for the donor as well as an associated Salesforce Opportunity for the donation amount. For peer-to-peer fundraising donations, the app will create a Contact and Opportunity, with a "hard credit" recorded for the donor and a "soft credit" recorded for the related fundraiser and/or fundraising team that was connected with the donation. Again, all of these donation records can be assigned to whatever Campaign the nonprofit sets. In all these cases, before creating a record, the system searches for a match in Salesforce. Also, when Neon Fundraise finds or creates a record in Salesforce, the Neon Fundraise ID is stored on that Salesforce record in order to sync all future transactions.