Manually set up data exports from IdealFundraising including (or excluding) the data you need.
Easily produce a report that you can upload to your chosen CRM in whatever format you need giving you a clean upload.
Because the IdealFundraising export builder does the heavy lifting and technical work, you can cut your costs!
Simple to format data
Export data in the format you need allowing you to have the perfect upload to your CRM saving you time on clean-ups
Your data exports can be scheduled by a set of parameters you set. Once exported, send a notification to anyone who needs to know.
Salesforce helps organisations raise more resources, streamline their fundraising programs and engage their constituents like never before.
It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
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What Our Clients Say About Us
Since 2013 we’ve used IFS to process far in excess of 225,000 new members on behalf of our six charity clients. The system is secure, smooth and user-friendly, and hiccups are non-existent. The live reporting is a really useful feature too! IFS certainly comes highly recommended from us.
Harley Hannon-Mattock, Compliance Manager
We assessed many solutions when looking for a partner to provide our digital data collection/canvassing solution. The Ideal Fundraising solution stood out for many reasons, their experience within the sector, their knowledge of what works and what doesn’t within field-based communications, and the fact the system did not rely on being online, that our fundraisers and supporters would experience the same level of service from the system, with the same level of data security even when out of signal.
The solution continues to provide us with a completely data secure, easy to navigate scalable solution for our fundraising. Managed through the main portal, we are even able to give our charity clients access to allow them to monitor activity on a real time basis.
As one of the UK’s biggest fundraising providers by volume we can’t recommend Ideal Fundraising enough.
We have used IFS to support our regular giving and lottery campaigns for around 8 years now. The actual software itself is super easy to use, quick to complete and is built with fundraisers in mind. With the portal, the standardisation across it, makes the system really easy to use. KPI’s are at the forefront and visible within seconds. It’s very accessible for our field managements throughout every day, which is something we really like about it.
Layla Robinson, IT and Venues Director
The security of personal information is also extremely important to us and having IFS really helps us with this. As soon as a lottery member is acquired, their personal information transfers off the tablet and into the secure Hub. Also, if a PDA tablet is lost or stolen it can be locked down in minutes.
Suzanne Capolongo , Managing Director of SEC Fundraising
We have been with IFS for a couple of years now and now have 6 campaigns up and running which are a mixture of lottery and regular giving campaigns. What we love about the system is that the portal is available on the go.
Nick Kan, Managing Director of Increase Sales Solutions
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