Streamline, track and manage your financial operations
Robust back end functionality for your staff and self-service capabilities for your members.
Self-service for your constituents
- Access Traction Rec anywhere and anytime through the self-serve and mobile-compatible platform.
- Members can view and manage all recurring payments and update stored payment details for individuals or a household.
- Easily review household transactions and upcoming payments with account statements, receipts and details organized by month.
- Access Traction Rec anywhere and anytime through the self-serve and mobile-compatible platform.
CUSTOMER SUCCESS STORYUniting operations with Jewish Community Center of San Francisco
With so many different ways for a member to engage with the community center, JCCSF aimed to centralize all of this valuable customer data. They struggled to collect information from disparate systems that could not integrate or communicate with a central platform.
The consolidation of payment history, programing, donations, child care, camp and additional member activities into one database has improved efficiency, reduced manual data entry and provided a better overall customer experience. With monthly membership billing of approximately $1 million, it previously took 4-5 days to prepare to bill. It now takes approximately four hours.
Mobile ready
The integration capabilities of the Traction Rec platform extends to every mobile device connected with your organization. For both members and staff, interact and engage anytime, anywhere, on any device.
Actionable data
With powerful data insights, enable higher conversion of services to target members with relevant programing, offers and communications.
Community of support
Engage with a global, nonprofit community of Salesforce customers, and learn from peers to build your network and skills within Community Groups and The Power of Us Hub.
