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What is Koala?

Koala is a CRM packaged solution built on Salesforce NPSP, designed by S4G to address the unique needs of organizations within the non-profit sector. Koala is a CRM platform designed to manage Fundraising activities as well as member and donor relationships in a simple and effective environment

 

 
 
What kind of organizations can use Koala?

Koala is designed to adapt to all kinds of organizations, big and small. The solution is customized to different user group sizes and to the complexity of each project, for example specific process requirements or integrations with third party systems.

 

 
 
What functionalities does Koala offer?

Koala includes a full set of functionalities which can be further adapted to the needs of organizations in the non-profit sector. The solution is based on understanding and interacting with your member base, managing fundraising activities, and automation of the main administrative processes associated with non-profits.

 

 
 
 
 
 
 
 
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Oversee and optimize your fundraising activities

Koala can extract information from payment platforms in order to register donations (PayPal, Stripe, Banking Entities). You can automatically follow up on donations, whether they are one-offs, recurring donations, or membership payments. This information further allows you to properly forecast future income for your organization.

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Improve the relationship with your social base

With Koala you will have the possibility to automate marketing tasks, helping convert one-time donors into full-time members. You can create scenario-specific customer journeys, and further integrate email or marketing automation tools like Pardot to have a deeper impact on your target audience with effective, optimized campaigns.

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Improve your efficiency

Automate the administrative actions necessary for the day to day operation of your non-profit organization, including remittances, returned payments, donation certificates, and tax documentation. These automations not only improve your internal efficiency, but make for a better experience for your donors as well, reducing errors and wait time.

Control de donaciones S4G consultoría Salesforce

Measure your activities

Stay informed on your sales efficiency, keeping tabs on activities carried out by teams, campaign evolution, and opportunity overviews. Analyze results over a period of time against objectives, all displayed in user friendly reports and charts sent automatically to your email at your desired frequency.

FEATURES

Power up your marketing campaigns
Power up your marketing campaigns

Automate donation collection
Automate donation collection

Support administrative processes
Support administrative processes

Reports and Dashboards
Reports and Dashboards

Collaboration
Collaboration

Multi-device
Multi-device

Personalization
Personalization

Calendar, email and contacts
Calendar, email and contacts

Activity Audits
Activity Audits

How can I implement Koala?

Koala is available under three project categories:

Quick start projects
 
 
Medium Project
 
 
 

ASK FOR YOUR FREE DEMO

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