February 6, 2026 No Comments
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Donation pipelines, pledges, recurring gifts, campaigns, and major donor portfolios with real-time dashboards.
Centralized tracking of opportunities, proposals, awards, reporting deadlines, and restricted funds.
Enrollment tracking, services delivered, outcomes measurement, and impact metrics for beneficiaries and communities.
Volunteer profiles, availability, assignments, hours tracking, and communication journeys.
Event registration and ticketing integrations, attendance tracking, follow-ups, and multi-channel engagement.
Implementation or re-implementation with data models, automation, and security aligned to mission and teams.
Legacy org cleanup, simplified page layouts, automation fixes, and improved reports and dashboards.
Integration with donation platforms, payment processors, email marketing, event tools, accounting systems, and data warehouses.
Ongoing admin support, enhancements, release management, and role-based training for internal teams.
Fundraising, grants, programs
Clean, connected, secure data
Projects plus ongoing support
Attract new donors and interact with your supporters effectively. Automated email notifications for seamless communication.
Record every interaction to gain a comprehensive understanding of your organization's contacts.
Coordinate programs, support grantees and analyze trends to enhance outcomes.
Go beyond data collection to measure the impact of programs for funders and stakeholders.
NPSP helps nonprofits by tracking client interactions and case workflows.
Align your technology with your organization's mission and program model.
Eliminate data silos to generate insightful reports and dashboards.
Access a team of technology experts for assistance when needed.
Streamline and automate processes to reduce manual work, saving time and funds for advancing your mission, aiding beneficiaries and making a difference.
Engage donors with personalized communications to build stronger relationships and thriving supporter communities. Facilitate easy donation payments through donors' preferred methods.
Manage resources effectively to deliver greater impact. Gain new insights into your work and beneficiaries' progress. Demonstrate successes more impactfully to support every grant application and raise your profile.
Create compelling, personalized giving pages tailored to donor preferences for self-service. Facilitate seamless donor payments through preferred methods, all efficiently managed within Salesforce. Enhance your fundraising efforts with adaptable and convenient solutions.
Effortlessly monitor and support beneficiaries, enhancing tracking and effectiveness. Zivoke helps you gain deeper insights into beneficiary progress, with tangible evidence showcasing your program's impact. Improve resource allocation and ensure timely interventions for better outcomes.
Cultivate lasting, fruitful relationships with donors, supporters and partners. Access wide range of available tools for managing donation lifecycle, from pledges to payments, including automated recurring donations. Seamlessly coordinate every donation campaign, from landing pages to small initiatives and event management, all from one centralized platform.
Drive targeted marketing campaigns aligned with fundraising goals using Marketing Cloud. Leverage data-driven segmentation and personalized messaging crafted through Journey Builder flows, triggered by specific actions and timed for optimal impact.
Efficiently track and manage designated funds directly within your Salesforce platform. Seamlessly integrate with various accounting systems or transition to native Salesforce solutions such as Sage, QuickBooks, Xero, etc.
Transform your fundraising, donation and distribution processes with Salesforce and the Nonprofit Success Pack (NPSP) at its core. Zivoke being a trusted global partner of Salesforce.org, we are equipped to fully leverage this robust platform.
Integrate tools like donation platforms, event management and email campaign management with Salesforce. This ensures optimized data consumption, resulting in a unified platform that provides a comprehensive 360-degree view of donors and their activities, enhancing your operational efficiency and insight into donor interactions.
Extend and enhance your Salesforce CRM to facilitate grant solicitation, management and reporting. Improve submission quality with tailored eligibility validations, automate funding review and payment processes and generate comprehensive funding reports and real-time snapshots.
Simplify event registration, payment processing and attendance tracking, while effectively managing volunteer availability, skills and experience. Manage multiple events on a single platform.