What is Salesforce?
Salesforce for Nonprofits is a powerful CRM that provides a range of benefits tailored to the unique needs of nonprofits, including helping them manage their relationships, fundraising, and programs more effectively
What is a CRM, and how can they benefit nonprofits?
A CRM is software that manages a nonprofit's relationships and interactions with stakeholders, from donors and program participants to volunteers and clients. Nonprofit CRM software improves relationship management by creating a 360-degree view of everyone and capturing their interactions with the organization.
CRM for nonprofits eliminates the inefficiency of having data spread across multiple systems. With a Nonprofit CRM in place, organizations can collate necessary information under a single umbrella and deliver personalized experiences to all of their stakeholders on one, integrated platform
Why choose Salesforce?
Customizable- Salesforce can be completely customized based on your organization's needs, giving your team a personalized experience
Comprehensive Features- Salesforce contains a wide range of features and add-ons that can aid you in anything, from fundraising and grant making to program management
Integrable- Salesforce is can be integrated with various apps and systems
Simplifies Outcome Management- Salesforce makes it easy to unify your data and generate analytics & reporting
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How Non Profits Use Salesforce
Fundraising
Enhance donor relationships with high-touch fundraising tools
Donor Profiles- Create a timeline of your relationship with a donor, manage wealth and giving information, and add customized alerts to a profile to be reminded when important events are occurring for each donor.
Portfolio Management- Fundraisers can use portfolios as a way to view tasks and manage all donor relationships from a single view.
Connect with more donors using mass-market fundraising
Track individual marketing appeals and their performance across multiple dimensions — from giving channel and campaign, to segment and individual message.
Segmentation- Create actionable segments based on complex criteria, such as giving history, location, and communication preferences, with an easy-to-use, drag-and-drop tool.
Campaign Insights- Make data-driven investment decisions based on the performance of your fundraising outreach efforts.
Manage complex, multi-year gifts with fundraising operations
Single and Batch Gift Entry- Enter and attribute transactions for one-time gifts and commitment installments quickly and accurately.
Gift Commitments- Create and track fulfillment of commitments, such as recurring donations, pledges, grants, and planned gifts.
Gift Designations- Allocate restricted gifts for causes specified by donors.
Marketing and Engagement for Nonprofits
Strengthen relationships with personalized experiences
Email Marketing- Send the right content to the right stakeholders with targeted messaging that resonates with an individual’s interests, engagement history, and more.
Segmentation- With an easy-to-use drag-and-drop interface in our nonprofit marketing software, you can build segments that use complex inclusion and exclusion criteria, at scale, to create perfect audiences for your outreach.
Personalization at Scale- Build trust and multiply awareness with consistent branding across emails, your website, and other channels.
Access actionable data to increase campaign performance
Cross-Channel Analytics- Visualize and analyze which messages, channels, and audiences result in the most engagement, so you can make data-driven decisions about where to invest future marketing dollars.
Grantmaking
Streamline grants management and unify relationships
Grants Management for Applications- Improve efficiency in your grantmaking program by creating dynamic grant applications tailored to your unique needs while centrally managing inbound applications, reviews, and awards.
Budget and Amendments- Ensure alignment and flexibility with grantees through centralized grantee budgets, progress reports, and amendment tracking.
Compliance and Contracts- Maintain compliance by centrally managing grant requirements, contracts, and disbursements with ease.
Personalize and improve the grantmaker and grantseeker experience
Grantseeker Portal- Use an out-of-the-box template to create a branded portal for grantseekers to apply for funding opportunities, work with fellow collaborators, and discover their award status using Experience Cloud.
Grantee Portal- Enhance the grantee experience with the use of a single portal for ease of working collaboratively, progress reporting, and receiving ongoing support with Experience Cloud.
Fund the most impactful projects, guided by data-driven insights
Outcome and Impact Strategies- Align your organization under a central mission by defining intended outcomes and the strategies for reaching them, connected to all elements of your work.
Indicators and Results- Understand progress toward reaching organizational goals by defining how outcomes will be measured and tracking progress over time.
Program and Outcome Management
Simplify planning, managing, and delivering your programs
Programs and Services- Reduce program complexity and capacity with Nonprofit Cloud. Know when you're not on track toward meeting program goals. Save time by streamlining attendance, service, and participant tracking.
Service Delivery- Gain a holistic view of interactions to understand which participants have urgent needs and should be prioritized. Deliver wraparound care by making it easier to share information with external partners.
Service Schedules and Sessions- Schedule individual service sessions and enroll participants in bulk, saving hundreds of staff hours in preparation for service delivery.
Deliver personalized services
Case Management- Build personalized case plans based on a program participant or client's individual needs, no matter the size of your case load. Work at scale with a guided intake process, manage inbound and outbound referrals, assign an entire case team, and assess a client's progress at multiple intervals.
Case Plans and Notes- Save time and improve consistency by creating case plans from reusable templates. Personalize plans to meet your participants’ unique needs. Track tasks, checklists, and milestones, and capture HIPPA-compliant case notes. Then, view notes in chronological order to get up to speed on a client's history.
Intake and Referrals- Get clients the right support quickly with a guided flow from referral to intake to program enrollment.
Participant Profiles and Dynamic Assessments- Gain a holistic understanding of a participants’ journey through a unified profile, visual timelines, and dynamic assessments showing progress before and after various engagements.
Ensure stronger outcomes by investing in what works
Outcomes Management- Track desired outcomes and efforts that move the needle. Use Outcome Activities to connect programs or benefits that contribute to the desired end goal.
Indicators- Consistently measure your impact by building your library of indicators. Connect them to multiple outcomes or programs to measure different aspects of your work. Use time-bound performance periods to track a program's starting point and end goal when measuring your efforts.
Outcomes Home Page- Pivot from what's not working. Get a quick summary view to understand if your indicators are on target, see recent results, manage assessments, and more.
