Salesforce for Nonprofits: Problems, Use Cases, and Tips
Each NGO has an impactful mission that helps transform the society we live in. However, the path to success holds a lot of difficulties that can rarely be overcome alone. With the rapid development of technology, many companies have emerged to help NGOs achieve more. One of them is Salesforce.
Sheala is a Nonprofit Consultant and 5x Certified Salesforce and Marketing Cloud Instructor. For 2 years, she served as the U.S. Training Manager for Supermums and now is their Marketing Cloud and U.S.-based Administrator certified instructor. She also serves as a Training Consultant for Buzzbold, a nonprofit consultancy.
I'm a leader of a nonprofit organization. What are the red flags/pain points showing that I need to initiate digital transformation?
As a result, the team as a whole cannot get to the information they need easily or quickly.
Collecting data is going to cost you money one way or the other. But you can decide if it's going to cost you money making a digital transformation or if it's going to cost you money manually gathering and sharing your data.
2. What are the most common issues NGOs face when they decide to automate their processes? How would you recommend overcoming them?
Be aware that the processes you used when you did everything manually may not be the same as the ones you want to use with Salesforce.
When training, make sure they feel comfortable with the new implementation, and keep checking back in with them to hold them accountable for using the platform.
3. What are the common Use Cases of implementing Salesforce Nonprofit Cloud?
My experience has been that it doesn't really matter which cloud you're in. It depends on the organization's data model.
- Fundraising: Salesforce Nonprofit Cloud can automate many aspects of fundraising, including donation tracking, grant management, event management, and communication with donors.
- Volunteer management: it allows you to automate volunteer recruitment, scheduling, and tracking. This makes it easier to manage many volunteers and ensure that they are assigned to the right tasks.
- Program management: you can automate program tracking, including participant registration, attendance, and progress tracking. The typical Sales Cloud is not easy to do when you're talking about programs that have set times, durations, and attendees. Nonprofit Cloud offers a great way to manage this with the Program Management Module (PMM).
- Donor communications: Nonprofit Cloud can help automate donor communications, including thank you messages, follow-up emails, and donation receipts. This saves time and ensures that donors feel appreciated.
- Reporting: Nonprofit Cloud has a bunch of pre-built reports based on key performance metrics, such as fundraising goals, donor retention rates, and program impact. These make it easier for teams that can't afford to have a full-time administrator to still be able to review and analyze their data.
4. What tools (AppExchange or independent platforms with integration ability) do you usually recommend to customers?
5. Any advice to the leaders of NGOs?
Learn the basics and set aside money for this learning
But one of the pain points is the money, right? Training takes dollars, and you have to have it built into your costs up front or else it's one of the things, along with Quality Assurance (QA), that gets cut. Make sure your budget is built well so that it can cover QA and training.
Deal with smaller nonprofit consultancies
My biggest tip would be to look at some of the smaller nonprofit consultancies and give them a chance because the size does not matter!