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I have two potential new C&P w/NPSP customers, but I need to answer a few questions for them before they will bite.

 

1. The NPSP data import tool will work great to import my over 25000 contact records into Salesforce. It will put them in Salesforce contact objects though, and not C&P objects. Will these objects then play nice with all the features of C&P, like duplicate checking and adding new donations to old contacts? If not, does C&P provide a tool like the NPSP data import tool such that our new records will work with C&P objects?

 

2. Is there a way to get the C&P relationships (I think they call them connections... there the things that come over from peer to peer donations relating the donor to the fundraiser) to be Salesforce relationships. Do C&P connections play nice with the Salesforce relationship viewer? (Salesforce is a CRM after all, I would think that C&P would not eliminate it's "R" functionality through the way they implemented their interface. Even if C&P connections don't become Salesforce relationships, is it possible to add a Salesforce relationship connection between C&P objects. 

 

3. I attended serveral ClickNPledge webinars, but did not receive any information about a sales rep that I could contact. I saw that I could open a ticket. Is this the best way to go?

 

4. Does anyone know if ClickNPledge offers a free trial (without the live credit card processing feature)?

Thanks!

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