How Non Profits Can Leverage Salesforce – Lessons from the Trenches
Running a non profit organization is a noble but tedious task. There are several inherent challenges, from fund-raising to project implementation. Out of the few tools available today to help the functioning of non-profits, the Salesforce Non profit Cloud is undoubtedly the most effective. A community-built with the help of over 30,000 non-profit organizations, Salesforce cloud provides a comprehensive platform to manage all of your missions. Let’s take a look at what Salesforce brings to the table.
Donor Management
Salesforce enables non-profits to keep track of all necessary donor details such as activity history, events and programs attended and giving history. It ensures more efficient fundraising from donors as it helps to build long-lasting relations with each individual party.
Salesforce Analytics can help a nonprofit get a 360° view of a donor’s contribution history. Track donation history and preferences. Through custom reports, nonprofits can make sense of complex data. By leveraging the power of Salesforce CRM, Contact Matching & Lookup is streamlined helping avoid duplicate contact and all the data is synced in one place.
Marketing
Effective outreach and marketing are important tasks, but the due specialised emphasis isn’t given to them by non-profit organisations. The salesforce Non-Profit Success Pack (NPSP) brings together all your marketing efforts and improves its impact. Tailored, professional emails can be created using the email builder to deliver a strong impression. Effective use of social media is ensured by building a suitable online presence and assessing the value of an organisation’s investment in social media.
Program Management
Salesforce provides a customisable platform for non-profit organisations to successfully manage their operations. You can store detailed information about clients, constituents, and employees, manage cases, create and implement workflows, automate assignment, organise resources, and much more through a single gateway.
Constituent Engagement
Salesforce specialises in CRM and it is natural that it provides an exceptional platform for managing constituent relations. It helps you track interactions with constituents in a centralized and controlled method. It creates synergy in efforts and enables greater security for both, the organisation and the constituents.
Community Engagement
Non-profits organizations can effectively interact with all the involved parties using Salesforce Communities. This enables advocacy efforts and provides the necessary access to resources. Community engagement can be done through social intranets, member communities, and partner communities. Social intranets provide a collaborative workspace that offers a platform for answering queries, ideation and providing detailed updates about your projects. Member communities enable deeper engagement with members by providing tailored content through private communities.
Fundraising
The Einstein Opportunity Insights tool provides executives with information on donation opportunities. This ensures better fundraising through optimal donor involvement based on past engagement. Further, it helps in fundraising by standardizing the donation process, analyzing the pipeline, built-in validation, and integrating useful apps. It provides a 360-degree view of your campaign by integrating donation landing pages, financial institutions, event management apps, and online efforts.
Analysis
Einstein Analytics is a cloud-based tool that provides detailed insight into any possible question about your organisation. It studies large unstructured data, usually referred to as big data, and provides answers to any query anytime. Further, it helps in identifying trends and opportunities for your project and donors. It provides the overall impact of the mission by crossing income data with the program outcomes.
Salesforce is a great tool in which non-profit organisations can leverage to revolutionise their working. It is the only platform built specifically for non-profits and adopting this can take your organisation to the next level.
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