Your Ultimate Guide to Salesforce Nonprofit Success Pack (NPSP)
In Salesforce’s own words, Salesforce Nonprofit Success Pack or NPSP is the nonprofit technology built on the world’s number one CRM i.e. Salesforce. It was built by Salesforce’s nonprofit community of 47,000 nonprofits which makes this solution perfect for any nonprofit organization that is looking to streamline their operations including donor management, donation management, as well as volunteer management.
Let’s first try and understand the offering of Salesforce’s NPSP.
Salesforce provides this success pack for nonprofits for free. But, there’s a catch. It is only free up to 10 users which seems reasonable and doable but to get it properly configured and get started with it, you’ll have to seek out a consultation or a development firm which makes it not so free a solution.
What Comes In this Salesforce Nonprofit Success Pack?
Well, for starters, it has the general Salesforce tech and nonprofit success pack making it just the right solution for a nonprofit to get started. It is built with the relationship-first ideology to help you with constituent relationship management.
What is Salesforce NPSP?
Salesforce Nonprofit Success Pack or NPSP is essentially a free solution to get a nonprofit organization started with the help of Salesforce NPSP.
Salesforce uses a standard data model to organize data and their NPSP uses a similar data model for its functions as well as expansion. This model is created in such a way that it is easier for any layperson to understand how data is organized in context to a spreadsheet or database. To know more about Salesforce’s data model, check out their piece on NPSP basics from here. After reading their piece, you’ll have a clear understanding of some of Salesforce terminology like objects, fields, records, etc. which will make it easier to understand NPSP.
Don't forget to check out: How To Connect Your Entire Non-Profit With Salesforce For Nonprofits?
NPSP Features: Explained in Details
NPSP’s focus being on nonprofit organizations, it is packed with features that are specially made for it. Let’s go through them:
- Donor management
- Donation management
- Engagement management
- Volunteer management
- Campaign management
The most important part of a nonprofit organization is their donors. In order to keep track of them, you need a good donor management system. This enables you to know details like their age group, their varying or consistent interests in your campaigns, the cause they want to support, etc.
Donor management also gives donors a simple way to make donations, claim charity related items, like from auction campaigns, etc.
With donor information and analysis, you can easily build and curate campaigns, send out event invites, etc. that will have better turnout and help you raise more funds.
With donors, come donations. Managing these can be a herculean task. Donation management tools can help you bifurcate monetary donations to causes, art to auction campaigns, etc. It can also be used to get a view of recurring donations such that happens via brand tie-ups.
Running a nonprofit organization is nothing more than building long-lasting relationships with your donors, volunteers, program participants, constituents, and more. And how would you do that? By monitoring, tracking, and managing their engagement with your nonprofit.
Salesforce’s nonprofit pack equips you with just the right tools for engagement management like:
You can set up campaigns to track and manage the engagement of your constituents
Craft, track and manage the onboarding process of your volunteers
Understand how your donors are engaging with your nonprofit
Or you can even track any program participants you might have and their engagement with you
Insights into how your stakeholders or audience is interacting with your organization are the key to any business’ growth.
When it comes to a large nonprofit organization, volunteers make or break their success. Volunteer management features provide a smooth onboarding process for them, lets them select their schedule, and pick up tasks based on their skillset. This enables smooth operation. While this is crucial during campaigns and events, it is even more important to keep things running smoothly when not much is happening.
You can build and manage entire campaigns from the NPSP portal. Run email campaigns, carry out a detailed social media campaign, and even run ones that are outside Salesforce. New member sign-ups can happen automatically in response to these campaigns, requiring a single effort to start the onboarding process.
Check out another amazing blog by CRM Jetty here: Salesforce Customer Portals Vs. Communities: What to Choose?
The data is great. But it means nothing without analytics. That’s why NPSP gives you built-in reports for various things. You can keep a track of donations based on defined criteria, see the consistency of campaigns, and more. A dashboard lets you glance at all these reports on a daily basis, which can prove effective during an active campaign in order to strategize in run time.
What NPSP offers is much greater than this blog. So, it will be followed by two more detailed blogs about:
- How to use Salesforce NPSP features?
- How to maximize the outcome with Salesforce NPSP?
To provide you with further information on Salesforce Nonprofit Success Pack.