Fundraising on Salesforce, the SuSy way
SuSy Fundraising is a fundraising and supporter management solution built on Salesforce Nonprofit Cloud and shaped by AlphaSys experience in the Australian for-purpose sector.
It gives fundraising teams a structured starting point with best-practice workflows and practical enablement, so the system is useful from day one and ready to grow with you.
Why SuSy Fundraising
Fundraising teams are balancing ambitious targets with limited time, increasing reporting expectations, and ever-growing admin. When data and processes are inconsistent, reporting becomes harder, reconciliation takes longer, and confidence in the system drops.
SuSy Fundraising supports a clearer way of working on Salesforce Nonprofit Cloud, with defined structures and governance patterns that help teams operate consistently and report with confidence.
The SuSy way
SuSy Fundraising is built on Salesforce Nonprofit Cloud. It uses your Salesforce licences, just like any other Salesforce implementation.
That means you get the strength of Salesforce, with a sector-ready starting point shaped by AlphaSys experience, helping teams get value sooner without compromising governance or upgradeability.
Built on AlphaSys experience
SuSy Fundraising carries forward what AlphaSys has learned delivering Salesforce across the nonprofit sector: what supports adoption, where structure matters most, and how to maintain momentum after go-live.
Systems work best when workflows reflect how teams operate day to day.
Consistent data structures make reporting clearer and reduce manual follow-up.
SuSy Fundraising brings these lessons into a practical, structured foundation.
Feature set
SuSy Fundraising includes a comprehensive set of capabilities designed to support fundraising operations on Salesforce Nonprofit Cloud.
- Structured household, individual, and organisational relationship models
- Duplicate prevention and data quality controls
- Planned giving and pipeline visibility
- Case management for supporter enquiries
- Peer-to-peer and team fundraising structures
- Communication preferences and return-to-sender management
- Supporter dashboards and relationship insights
Outcome: Clean data, a trusted single supporter view, and consistent engagement.
- Pre-configured opportunity stages for major gifts, corporate, grants, and in-kind
- Full recurring donation lifecycle support
- Refund and adjustment workflows
- Bulk deposit allocation
- Automated recurring gift processing
- Donation rollups and revenue summaries
- Ask amount guidance based on giving history
Outcome: Predictable revenue tracking and reliable processing.
- Fundraising campaign framework
- Outreach source codes for attribution
- Campaign member status automation
- Tribute campaigns (In Memory / In Celebration)
- Interest tagging and segmentation
Outcome: Clear attribution, structured segmentation, and improved stewardship.
- Event participation and ticketing capture
- Volunteer participation tracking
- RSVP management within Salesforce
Outcome: Unified engagement history across fundraising and events.
- Automated gift receipting
- Order receipts and invoices
- Consolidated annual statements
- Subledger configuration to support accounting alignment
- Bank reconciliation support
Outcome: Financial compliance, audit readiness, and reduced manual reconciliation.
- Telemarketing import automation
- Custom report types for operational and executive visibility
- Data validation rules to protect integrity
Outcome: Operational efficiency and decision-ready insights.
Who it’s for
SuSy Fundraising is designed for Australian for-purpose organisations seking a clearer, more sustainable way to manage fundraising and supporter engagement, including:
- Fundraising leaders who need clear visibility across campaigns and supporter performance
- Operations and finance teams who want reliable processes and financial alignment
- CRM and data owners focused on governance, data integrity, and long-term sustainability
How deployment works
A guided approach focused on clarity, adoption, and confidence.
- Discovery focused on fundraising goals, scope, and data readiness
- Configuration-first setup of the SuSy foundation on Salesforce Nonprofit Cloud
- Iterative playbacks using real data in a safe environment
- Role-based training and familiarisation so people know how to use it in day-to-day work
- Go-live planning and support, with a clear stabilisation period
Built to scale with you
SuSy Fundraising is designed for smaller teams to adopt quickly, while still supporting long-term growth.
There are no SuSy-imposed limits on records or capability. Any limits such as data storage are determined by the Salesforce licence SKU you choose, just like any Salesforce implementation.
SuSy Fundraising vs SuSy Community
SuSy includes multiple solutions. SuSy Fundraising and SuSy Community are separate offerings, each designed for different operational needs.
| SuSy Community | SuSy Fundraising | |
| Built for | Community service delivery teams | Fundraising and supporter engagement teams |
| Primary focus | Client case management and service delivery | Fundraising operations and supporter management |
| Common users | Frontline workers, program leads, operations | Fundraising, engagement, operations, finance |
| Example use | Enquiry, intake, case work, outcomes | RSVPs, supporter preferences, giving journeys |
| Shared foundation | Built on Salesforce Nonprofit Cloud | |
| Relationship | Separate SuSy solution | |
FAQ
No. SuSy Fundraising is not an OEM or ISV product with its own licence set. It runs on Salesforce Nonprofit Cloud and uses your Salesforce licences, just like any other Salesforce implementation. SuSy packages AlphaSys experience, best-practice patterns, and setup into a guided starting point.
No. SuSy Fundraising is built on Salesforce Nonprofit Cloud and is designed to scale. SuSy does not restrict the Salesforce platform. It provides an accelerator and starting structure, while growth is supported through your Salesforce licensing and ongoing configuration as your needs evolve.
Yes. SuSy Fundraising can support event management basics within Salesforce, including RSVPs and attendee information such as dietary requirements and guest details. This can be used on its own or alongside external event platforms, depending on your setup.
Connect with us
Join other purpose-led organisations choosing sustainable systems for social good.
GPO Box 926
Sydney NSW 2001
Australia
[email protected]
+61 2 8203 1700
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