ERP CRM PSASarah Burt, AccuFund CRM Project Manager, Featured in Formstack’s Partner Interview Series

Highlights Nonprofit Client Stories using Salesforce, Formstack, and AccuFund to expand reach by automating programs, improving fundraising and streamlining processes.
PRNewswire PRNewswireFebruary 21, 20203 min

AccuFund, Inc., provider of accounting and financial management software for nonprofit, municipal and government organizations, is pleased to announce Sarah Burt, AccuFund CRM Project Manager, was featured in Formstack’s Partner Interview Series.

Formstack’s VP of Partnerships, Zak Pines, met with Sarah Burt to discuss the use of technology in helping nonprofit clients realize significant time savings, streamline processes, improve fundraising and overall nonprofit success. fintech news

Read the abridged transcript of the conversation. 

The common denominators? Salesforce, Formstack and AccuFund. Client stories highlighted include:

  • Rocking Horse Community Health Center – Holiday adoption drive fulfilled gifts for over 500 children in their community; coordinated via Formstack for Salesforce and Salesforce. This includes the ability for community members to select families online to adopt, receive automatic emails on wish list items from the adopted families/children, gift drop off instructions, and gift drop off reminders.
  • Richmond Jewish Foundation – Experienced a 1,000% increase in donations when they launched their online donation form. Now, with online donations and Formstack plus Salesforce and AccuFund, it’s all automated and there’s no duplicate data entry.
  • Street Business School – Using Formstack for Salesforce, SBS now accepts applications via Formstack form that integrates in real time with their Salesforce database for application processing, interview scheduling, payment invoicing, and more. The online applications are for organizations to attend trainings around the globe to lift up a new generation of entrepreneurs to end extreme poverty.

Read the abridged transcript of the conversation.



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