We currently create our donor research profiles in Word and attach them as Files to Account records. The profile contains Contact info (name, email, phone, mailing address), some giving history, and data from external sources. We would like to transition this to Salesforce. My preliminary idea is a custom object with fields for data that doesn't already live somewhere else, then some sort of mail merge tool (we have Apsona) that merges it all together in one document. Has anyone built anything like this,or used a third party tool they recommend?
We are on NPSP with no immediate plans to move to NPC.
@Nonprofit Success Pack #Nonprofit Success PackA custom object sounds like a solid approach, especially if you want the research data to stay structured and reportable in NPSP. You could relate it to the Account/Contact and use Apsona to generate the final profile document, while keeping the source data searchable and easier to maintain in Salesforce.
