How Non-Profit Organizations Can Make The Most Of Salesforce

Just like a business, nonprofits can also use Salesforce for streamlining workflows that benefit both internal and external stakeholders. Salesforce helps nonprofit organizations manage donation cycles, generate detailed reporting, analyze fundraising campaigns, and handle any number of processes.

While most organizations go for Salesforce Nonprofit Success Pack (NPSP), you can also look into a vibrant pool of integration tools that could help nonprofits to get even more out of Salesforce. These tools help in better positioning nonprofits to overcome common industry challenges. The right integration tools can take your Salesforce for nonprofits a long way.

Common Nonprofit Challenges

Before we dive into finding the ways to make the most of Salesforce for Nonprofits, we should be aware of the greatest challenge of this domain, necessary to be countered.

  • Bringing in the Money

Money matters. The difficulty to get sufficient money is by far the biggest challenge for nonprofit organizations. The specific pain points relating to this challenge could be a saturated competitor landscape and grant management inefficiencies.

  • Spreading the Word

Lack of visibility for your brand proposition can be a reason that your venture is not getting enough attention from the people. This could be because of the reasons like selling a cause that is not popular or under-resourced communication teams.

dont miss out iconDon't forget to check out: 8 Salesforce Sales Cloud Tips To Boost Your Productivity and Drive Revenue

Salesforce for Nonprofits

Salesforce utilization can bring a new level of efficiency and power to your nonprofit organization. We have got some Salesforce Nonprofit tools that can help you lift your venture by improving efficiency and brand awareness.

1. Donors

We have already said that finding the money to deliver on the mission is the biggest challenge for nonprofit professionals. The need here is to find and engage donors who are interested in the cause. Causeview is an integration tool and is built on the Salesforce platform to make fundraising more efficient. Users can track campaigns, communicate with donors, process payments, and more just with this integration tool.

2. Social Media

Did you know that Millennials are three times more likely to become aware of any cause through social media? Well, that isn’t surprising, and there is always a growing need for a finely tuned social media strategy. Salesforce integration with your Nonprofit organization can help in tracking the deeper engagement and manage new leads, improving your funnel. Here Salesforce Marketing Cloud can help you automate your social media posts to target unique audiences, track analytics, and more.

3. Email Marketing

Even a nonprofit organization needs a streamlined process for email marketing strategies that could help to stay connected with donors and to bring in volunteers. This would be a great source of communication, allowing you to connect with your audience as frequently as possible. Integrating Salesforce with Mailchimp helps you to build new lists with Salesforce field data, and much more.

4. Grant Management

Salesforce Nonprofit Starter Pack provides users compelling grant management capabilities. Along with donor management, the grant cycle takes up a significant time and effort for nonprofits. NGO Connect is a tool that helps to create and manage gifts and giving, including grants.

5. Reporting

Salesforce also makes reporting easier by speeding up data-driven decisions and improve information flow by scheduling reports to automatically be sent to anyone within or outside your organization, either inline as an email or as an attached document.

dont miss out iconCheck out another amazing blog by 360 Degree Cloud here: Types of Salesforce Support (Customer Success) Plans You’ll See out in the Wild

Salesforce Experts For Your Nonprofit Organization

It would be a mistake to assume that nonprofit organizations don’t have much work. With our experience of creating Salesforce solutions for nonprofit organizations, we know that the representatives at such organizations need a lot of patience to form public relations and to generate attention towards a cause. With Salesforce consulting service, you can get the support you need with solutions that will simplify and improve your working processes.


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