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Sales & Fundraising

Sales & Fundraising

With Impexium’s sales and fundraising apps, your organization can track new opportunities, assign tasks, drive revenue, increase productivity, collaborate with staff, and more.

Sales App

The Sales app provides an easy and efficient way to manage a structured sales process by capturing sales and account related tasks and tracking stages associated with each opportunity. Assign contacts to opportunities, collaborate effectively with staff, increase productivity, and drive revenue.

  • Add and manage sales opportunities for any product or bundle of products.
  • Track and report on different sales stages based on the opportunity type.
  • Member & non-member pricing and other user-defined price attributes automatically applied to opportunities.
  • Overview of pipeline activities, including the ability to generate forecasts by individual, team and/or opportunity type.
  • Create a variety of pipeline reports to easily assess projected revenues.

Fundraising App

Create and manage an unlimited number of donor records and user-defined fields for donor records with Impexium’s Fundraising app. Appropriately code and track the gifts received from your donors. Track fundraising campaigns and associated contributions with donor-specific queries, reports and dashboards.

  • Allow individuals to easily donate online, including the ability to prompt to donate when joining or renewing membership.
  • Establish security levels to protect sensitive donor-specific data.
  • Recognize different donation types.
  • Continually track contributions and contributions by donor.
  • Offer installment payments / billing to donors.
  • Manage and track PAC contributions.
  • Record and track various gift types — anonymous, cash, honorarium and memorials, matching — received from donors.
  • Create various gift reports for historical tracking.
  • Track unlimited gift history and enter unlimited gift coding for Campaigns, Appeals and Fund Designation.

The Impexium Advantage

We have the luxury of building Impexium from the ground up on the latest mobile technology to serve today’s forward-thinking associations and their members. Impexium is not hindered by older technologies, thus allowing us to focus on innovation and what is possible not only today but also in the future.

ABOUT IMPEXIUM

Assign Sales People

Review activity and assignments by sales person, account or product-type to coordinate contacts and follow-ups to avoid duplicating efforts.

Salesforce Automation

Already using a commercial salesforce automation tool to track and manage sales? Ask us how to leverage Impexium’s Microsoft Power Automate connector.

Analyze & Visualize

Use Impexium’s Analyze and Visualize Analytics suite to segment prospects by demographics, geography, donor history, etc.

Wealth Engine

Seamlessly integrated Wealth Engine’s wealth and lifestyle data directly into Impexium’s member and prospect profiles.

Hear from an Impexium Client...

  • “When we started this journey with Impexium, we felt it was so easy to work with them. They understood what we were trying to do. They were also looking forward, trying to innovate. We wanted the software to be an enabler of business and not inhibit the business. And I think Impexium accomplished that.”

    “
    National Automobile Dealers Association

  • “I feel confident that a little bit down the road, we’ll be able to look back at our decision to go with Impexium and say, ‘Wow, that really benefited our members.’ And that’s ultimately what we’re here to accomplish.”

    “
    College Sports Information Directors of America

Let Us Show You What's Possible With Impexium

Trade associations, professional societies, and non-profits of all sizes have transformed their businesses and exceeded member expectations with Impexium’s membership management software. Request a personalized demo today.