By Kenneth Allen
Today roundCorner announces the NGO Connect Fall ‘17 release! We’re excited to introduce you to the latest enhancements, but most of all, we’re thrilled to announce that NGO Connect is Lightning Ready.
Highlights of the Fall ‘17 Release
With dozens of improvements and fully supported use of Salesforce Lightning, NGO Connect makes constituent management and fundraising easier than ever before for enterprise nonprofits.
We Are Lightning Ready!
Back in August, NGO Connect passed Salesforce’s Lightning Ready assessment and qualified as a Lightning Ready application. Today, these upgrades are packaged and ready to be enabled in your orgs.
NGO Connect in Lightning is more than just a user interface improvement. It also drives improvements in productivity through its modern, intelligent and visual approach to functionality, giving staff across your organization the tools they need to more efficiently engage donors and raise more funds for your mission.
Work More Efficiently With Greater Control
The NGO Connect Fall ‘17 release introduces greater control and improved usability for Development staff in some of the most important areas of the application.
For example, the Relationship Visualizer offers new ways to help you better understand your constituents’ sphere of influence and connectedness. Simple and easy-to-use check boxes let you determine the amount and types of data displayed, showing you a more powerful representation of your constituents’ network so you can more efficiently leverage it for a greater good.
Going forward, Volunteer Management staff have greater control over the data they use when reaching out to volunteers. Data from custom fields in NGO Connect can now be accessed directly from the Contact record, empowering you to send a more personalized message that resonates with the volunteer on a deeper, more meaningful level.
Handle Payments More Promptly
Identifying a constituent’s payment method is now easier than ever in NGO Connect. By retaining the last four digits of a constituent’s account number, Customer Support and Data Entry staff can more easily and promptly locate the right payment method, for example when a constituent calls in to make a donation. This ensures you can service your constituents in a timely manner.
Follow Through on Action Plans More Effectively
We heard you: you love Action Plans in NGO Connect. That is why enhancements to this feature continues to be top of mind for us. With the NGO Connect Fall ‘17 Release, we’ve improved the ways Development Officers experience and use action plans, so teams can more effectively follow through and achieve their goals.
We understand the importance of documentation and, as an ongoing effort, continue to expand assets for you to access. When you are ready to experiment with NGO Connect in Lightning, the updated Admin Guide is there to guide you through the process.
To promote trust and ensure that our application follows industry best practices for security, roundCorner has submitted Advancement Connect for the mandatory periodic security review.
Interested to see a live demonstration of the NGO Connect Fall ‘17 release? Reach out to firstname.lastname@example.org and we’ll send you the link to sign up for the webinar on December 18. For detailed information about the Fall ‘17 release, we encourage you to explore the release notes.