Streamline, track and manage your financial operations

Robust back end functionality for your staff and self-service capabilities for your members.

Built on Salesforce, the world’s leading cloud platform, Traction Rec enables staff with the tools to simply approach complex financial scenarios, and members with self-service access to view and manage all of their financial account information.

Revenue Recognition

Gain a clear and comprehensive view of your organization’s performance and growth with a flexible GAAP revenue recognition model.

Track Activity

Keep all your financial data connected across every department with a completely integrated sub-ledger.

Processing Payments

Simply approach complex scenarios like payment splitting, third party billing, payment arrangements and editing fees, in addition to discounting models.

Pricing Controls

Determine rules to set prices based on user created criteria, such as age or membership status, or create sequential pricing options for multiple products or services.

Data Validation

Leverage out of the box dashboards to ensure all your membership, program and financial data is correctly configured with your business rules.

Revenue Forecasting

Predict revenue and cash flow for a future period based on current registration and real-time data.

Where your members will see a difference

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.

CUSTOMER SUCCESS STORY

Uniting 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.

READ THEIR STORY

"...Staff members were now engaged in customer service with their heads up. Moving to a digital process enabled the team to provide valuable customer service tasks that were not diluted to data input needs.”

Joel Dinkin, Evelyn Rubenstein Jewish Community Center of Houston

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.

Discover what transformation can look like.

Schedule a demo