Data Automation for Higher Profit & Better Workflow
Client Name: Candid.
Services Offered: Custom Integration and Automation
Project Background
While collaborating with Candid, executives from ImagineCRM identified a need for an integration in Candid’s Connector application programming interface (API0 that would automate the accessibility of a broad range of key performance data for nonprofit organizations during the lifecycle of a grant.
What They Needed
Reduction in administrative manual entry of nonprofit data.
Key performance indicator data tp review nonprofit organizations
Efficient and time-saving tool without custom coding
What We Did For Them
ImagineCRM built the Candid Connector by ImagineCRM - a custom integration on Salesforce’s Lightning Platform. This integration syncs nonprofit Candid data to Salesforce. This integration is now easily accessible to clients. It is compatible with Candid Essentials, Premier, and Charity Check products.
Clients are able to streamline workflows, automatically populate nonprofit applications and update key indicators for current grantees. The data can also be integrated with grant management systems, CRM platforms, and other applications.
Results
Foundations benefit from the Candid Connector by ImagineCRM because the interface tool automates their accessibility to key performance indicators for non-profits.
The Candid Connector by ImagineCRM has eliminated the need to manually build and maintain inefficient in-house databases.
Foundations are able to purchase the API from Candid and the Candid Connector by ImagineCRM. This becomes a comprehensive and convenient plug-and-play system for grants management. ImagineCRM handles the application maintenance, ensuring the information will always be accessible, timely and secure.
We look forward to working with you.
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