FirstClass feature showcase #2: CRM Integration

Is there anything worse than incompatibility?

In the context of bequest management – and if you’re a bequest manager in particular – then the answer is probably ‘no’.

After all, a large component of bequest management involves taking large amounts of data, often from different sources, and making sure that it’s accessible, accurate and consistent – at all times! To do that, you need bequest management software that integrates seamlessly with your CRM.

Historically, FirstClass was designed to work alongside Advanced CARE and Raiser's Edge 7. This meant that if you had those widely used CRM systems, then you were sorted. If you didn’t, then you probably weren’t getting the very best from FirstClass.

Thankfully, that’s now changed.

A fully inclusive FirstClass

Following a period of heavy investment, FirstClass is now fully integrable with Dynamics 365, Salesforce and Raiser’s Edge NXT – arguably the three most used cloud-based CRMs available today.

Not only that but via FirstClass Cloud and FirstClass in House, charities can benefit from our CRM Integration Standard – a quick and easy way to associate their FirstClass records with the corresponding record on their CRM system.

But why is this important for charities?

True data source

Two-way communication, which Cloud integration supports, is important in order for charities to have real-time access to accurate records.

Various non-cloud CRM integrations can restrict FirstClass to only pull data from a Charity’s CRM system. However, with new cloud-based CRMs, information required is pulled from ALL sources, which means that every piece of data matches and that there are no discrepancies.

Of course, a bi-directional flow of data isn’t completely infallible; it’s only bi-directional at the point in which the records are linked together (although with FirstClass’s advanced option, legacy managers can incorporate sync routines so that each record is synced over time).

But the point is that two-way is better than one-way. Not only that, but by opening up FirstClass to a wider group of CRMs, our legacy management software is now available to even more charities.

If you already use FirstClass with any of the aforementioned CRM platforms, then you’ll know what we mean. Equally, if you do have one of the compatible CRMs but don’t yet have FirstClass, then now’s a very good time to find out how FirstClass can add value to your legacy management strategy.

FirstClass is world-class bequest management platform designed in partnership with some of the UK’s biggest and much-loved charities. Can we help you? If so, contact the team on 01257 272730 or email info@firstclass-software.com.

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FirstClass feature showcase #3: The Email Advantage

June 4, 2024

'Emailing!' we hear you cry. 'How is that a feature?'. Email is as prevalent as pen and paper – if not more so. Everyone uses email, but it's crucial to understand how it can be used within the FirstClass platform. Email is critical in helping charities build an online presence. Here are four reasons we believe email deserves a FirstClass feature showcase. 1. Hit send If you rely on an external platform to send and receive emails, then you’re operating outside FirstClass’s secure environment. And it’s one more platform to manage, too. With FirstClass, you can email anyone and everyone related to a specific case. The software works seamlessly with all versions of Outlook, making integration easy. Additionally, you can eliminate email-related admin, which is inevitable when using a third-party email provider. Any email addresses that aren’t on the system can easily be imported. Oh, and everything’s ringfenced, so that only those with admin rights can send emails. 2. Log it When it comes to incoming emails, all attachments, notes, and tags can quickly be logged into the system. So, users can easily track specific items if they've attributed a keyword or search term to them when they go into the legator's records. If, for example, you've previously logged a copy of the will, you can locate and recall that specific document by searching 'copy of the will'. 3. Flexible templates With FirstClass, users can easily create letter templates. While they look exactly like standard printed letters, they can be emailed to anyone in seconds, saving charities time and money in postage fees. Additionally, users can incorporate their own branding, such as logos and fonts, so that all digital communication can be on brand and consistent with other assets. 4. Scans well With FirstClass’s email import attachment wizard, users can log critical documents – such as estate sales brochures, Smee & Ford notifications and sensitive information relating to a case – almost instantly with the scan-to-email functionality. Once an item has been scanned and emailed to the user, they can use the importing attachment tool to select which attachments they would like copied from the email to the FirstClass directory. Ready to go paperless and futureproof your organisation? Contact the FirstClass team on 01257 272730 or email info@firstclass-software.com .