Overview

Salesforce can be used to do almost everything for nonprofits and associations. Nonprofits can track key donor data and demographics, and associations can track memberships and events. But have you ever wanted to generate documents directly from Salesforce with your data? Maybe a year-end report or invoice? We’ve got just the tool for you and it’s called Apsona. Apsona works by pulling information across multiple reports throughout your Salesforce community and uses that information to generate documents with ease and speed! This case study will explore the ways in which Apsona can efficiently and effectively expand your Salesforce capabilities.

Document Generation

From certificates, to end of year statements and everything in-between, Apsona makes creating custom templates easy and helps turn your Salesforce data into beautiful professional looking documents. Here are a few examples of Apsona documents that we’ve built for our customers.

Donor Biographies

Plutus has used Apsona to create simple and clean donor briefing biographies for our clients that conduct major gift fundraising. Traditionally, organizations would have to filter through all of their donors individually, gather their “specific information that is not included in the filters within their profiles,” and then one by one generate bio documents for each donor. But with Apsona, our clients generate these briefings on mass with the click of a button. Here’s a simple example we’ve used for showcasing purposes:

Certificates & Awards

Organizations can also produce nice looking certification documents for their members – after the completion of a training, as a special attendance gift, or to acknowledge credits earned. Check out the sample below:

End-of-Year Statements

Another big one we help with frequently is donor or member end of year statements and thank you notes. Thank you notes are a fantastic way to thank your donors or members for being valued members of the community. These notes are fairly simple to put together and can give donors or members an overview of their total investment with your organization. Check out this template that Apsona came up with from John Hancock himself!

Results

Thanks to our friends over at Apsona, nonprofits and associations can generate fast and clean documents directly using their Salesforce data. Plutus is proud to be able to help ease the work of nonprofit organizations and associations using Apsona. Let us know if you have questions about Apsona or maybe share a cool template that you’ve built!