Salesforce-Panorama (Artez) Connector

1. All Campaigns, Donors, and Donations in one place

Without the connector, none of your Panorama (Artez) Campaigns, Donors, and Donations are accessible in Salesforce. This means that your activities are split across multiple platforms and your staff has to waste a great deal of time reconciling that information to know and manage people and money located in different places.

With the connector, all of that information is centralized in one place, within Salesforce.

2. Report on all Campaigns

With Panorama (Artez) Campaigns now in Salesforce, you can use Saleforce’s powerful reporting tools to report on Campaign outcomes, including:

• The overall Campaign
• Teams
• Donors
• Donations
• Information gathered in Panorama (Artez) “User defined fields”, which can be mapped to Salesforce custom fields

3. Re-engage Donors for future Campaigns

Now that Panorama (Artez) Donors are automatically entered in Salesforce, you can easily re-engage them for future Campaigns and other activities, even if they don’t involve Panorama.

Nobody is left behind just because you are using multiple platforms to manage your Campaigns. Ultimately, they are all brought together by the connector.

4. No more double data entry

With both platforms connected together, your staff no longer has to do double data entry, i.e.recreating every Campaign, Donor, and Donation from Panorama in Salesforce. This also lessens the risk of data entry errors and increases your operational efficiency.

5. We can customize the connector to your needs

By being both a Salesforce partner and a Panorama partner, we have a deep knowledge of the APIs of both platforms. This enables us to further customize the connector based on the current and future needs of your organization.