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I carved out some time this weekend to build an Scontrol that takes a single Opportunity and breaks it into multiple Opportunities at user chosen intervals. I’m really happy with it–I like the way the UI turned out.

You can take any Opportunity and turn it into x other opportunities spaced y interval apart. It takes care of the math for you, and sets default name, stage, date, and amount. But the coolest thing is that you can then modify all that info before creating anything. So if someone is making monthly gifts but is going to front load their first gift you can do that easily. Or if a grantmaker is giving you $100,000 over 4 years but not $25,000 a year, you can do that. And then it will create a prospecting Opportunity at the end of the cycle for the full amount–in 4 years you want to remember to apply for another grant.

But really the coolest thing is how this ties into online donations at an external site. Say you create 12 monthly Opportunities for someone. And say they are set up at your online donation service to have their credit card processed every month. You can download the monthly transactions from your service and import them to Salesforce.com as Leads and use the Lead Converter to process them. And over the weekend I modified the Lead Converter to allow you to merge gifts to existing Opportunities.

This makes handling monthly giving via PayPal or Network for Good very easy. Create all your Opps in Salesforce.com via the new Opportunity splitter, then merge the payments to the Opps when they come in. Finally I am happy with how I can support monthly giving in Salesforce.com. It’s been a couple years coming.

This entry was posted on Thursday, March 8th, 2007 at 8:33 am and is filed under CRM, Technology. You can leave a response, or trackback from your own site.