Affinaquest, Advancement RM™
The Affinaquest portfolio of products provides you with best-in-breed tools to facilitate your fundraising and engagement efforts. Our decades-long foundation in advancement fundamentals and our data aggregation, cleansing, and enrichment tools combine to give you a platform to build on your fundraising success. Our stable and mature product, Advancement RM™, has been developed by acknowledged pioneers in fundraising software, thus ensuring continuity with established business practices. At the same time, we have leveraged the flexibility and extensibility of Salesforce, the most comprehensive CRM platform. Additionally, our customers now have optional access to our industry-leading data warehouse, as well as award-winning data enrichment and first-in-class matching gift solution. Included: State-of-the-Art Major Gift Fundraising Tools -Campaign management (budgets/expenses, campaign trees, KPI dashboards) -CASE standard constituent engagement tracking -An array of biographic data that can be easily retrieved -Industry-leading gift processing and management tools that meet industry standards (IRS, FASB, NACUBO and CASE) -Mobile app to help on-the-road Development Officers
Top keywords
- data4×2.53%
- fundraising4×2.53%
- gift3×1.90%
- advancement2×1.27%
- engagement2×1.27%
- enrichment2×1.27%
- management2×1.27%
- platform2×1.27%
AI Voice for Salesforce Calling, Dialer| Voice | Telephony
WatBox provides a 100% native CTI,SMS and WhatsApp Business integration for Salesforce, allowing agents to send and receive Calls, SMS and WhatsApp messages from Leads, Contacts, Accounts, Cases, and custom objects. Auto Calling with Call recording , transcripts and Power dialer | AI call coaching insights. Our built-in messenger lets your team communicate instantly inside the Salesforce utility bar—no more switching between Salesforce and Slack. Chat one-on-one or in groups, share updates, and collaborate faster across Sales, Service, and Support teams. Make calls and send Whatsapp, SMS directly from Salesforce using an intuitive interface.Automations to trigger SMS alerts, reminders, status updates, and personalized customer messages. Calling is also integrated with Salesforce—offering click-to-call, call logging, and with recording and transcripts. Automate end-to-end communication journeys across WhatsApp and SMS using Salesforce Flow, Process Automation, and AI-driven logic. AI coaching insights for call recording and messages , sentiment analysis
Top keywords
- salesforce6×4.08%
- sms5×3.40%
- call4×2.72%
- whatsapp4×2.72%
- messages3×2.04%
- recording3×2.04%
- ai2×1.36%
- call recording2×1.36%
- calling2×