Introducing Data Management for Salesforce

Trent Johnson on August 12, 2019

Using a revolutionary new integration, DMI now brings its industry-leading enterprise data solutions to all versions of Salesforce.

Are you one of thousands of users struggling to get the segmentation, reporting, and assistance you need with your constituent data in Salesforce? Good news: Using a revolutionary new integration, DMI now brings its industry-leading enterprise data solutions to all versions of Salesforce. Whether you’re a fundraiser seeking insight into campaign performance or a direct mail professional trying to get mailings out the door, DMI’s Salesforce integration is the clear path forward.

How It Works


Integration

Integration is easy and takes just minutes with our simple, secure Salesforce AppExchange application: DMI Connect™. DMI Connect™ makes a perfect clone of the relevant data in your Salesforce instance into a secure data warehouse for your organization. Synchronization to DMI from Salesforce happens automatically using the interval of your choice.

Conversion

Our data analysts get to work building conversion logic that carefully and accurately copies relevant data from the Salesforce format into the format of our proprietary, high-performance managed database. During this process, our analysts will identify and report data integrity issues they uncover, document the mapping and business logic required for conversion, and become fluent in your organization’s data.

Solutions Implementation

After conversion is complete, your organization has access to our incredible lineup of nonprofit data solutions –– such as direct mail data processing, enterprise segmentation, and analytics and business intelligence.

Reverse Integration

Need us to send anything back to Salesforce –– such as updated addresses, segmentation codes, or donor summary calculations? No problem! We’ll work with you to write business rules to update data in Salesforce just the way you need it.

Connect Them All

Are you struggling to keep up with all yours apps? We’ve got a solution for that. We can help your organization develop complex, reliable “if this, then that” strategies that connect your apps together and eliminate time spent manually copying and fixing data between Salesforce and other platforms.

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