Top features of Salesforce® Nonprofit Success Pack That Will Make Your Nonprofit Super Performing

Top features of Salesforce® Nonprofit Success Pack That Will Make Your Nonprofit Super Performing

With Puma using Salesforce® to create a new e-commerce experience and Charity: Water implementing Salesforce to enhance fundraising strategies, we get an idea about what transformation Salesforce has brought to the market.

The most popular solution for-profit business, Salesforce has earned its position as one of the most comprehensive CRM software available in the market. With so many industry giants relying on Salesforce for sales, marketing, services and more, you are probably well-versed with the values Salesforce can extend to an organization. Do you know Salesforce also has a varied set of features that extend support and functionalities to nonprofits exclusively? Keep reading to find out more.

Let’s find out how vital Salesforce is for the nonprofits.

Managing Constituents for your Nonprofit

Analyzing the data and deriving meaningful insights out of the effective fundraising campaigns is the most crucial task for any nonprofit organization. In the lack of constituents, it is not possible to achieve the mission in the best manner possible.

Facing this issue as a nonprofit? Salesforce can stand at your rescue. Salesforce is the primary resource to generate and manage the most useful constituent’s data and design effective strategies to engage Salesforce into better donors, volunteers, and categories of constituent management.

Do you know that Salesforce offers product and services that can streamline constituent management for your nonprofit? Nonprofit success pack is exclusively used by the nonprofits for their marketing campaigns, manage communication, contribute to the fundraising campaign, etc. This is an easy to use Salesforce feature and anyone can add custom objects to it with some IT help.

NPSP provides a detailed view of your constituents and keeps you informed about the latest business strategies. Simply use Salesforce to track information online automatically and store in the database for some meaningful end results.

Hence Salesforce® does the following to ace your donor management strategies:

–    Build out your supporter profiles using custom fields and relationships.

–    Use Salesforce web-to-lead feature to capture information online

–    Provides nonprofit success pack (NPSP) to customize features according to your needs.

Managing your Nonprofit Events

For any nonprofit, fundraising campaigns stands at an utmost priority. They are the primary need to accelerate organizations marketing efforts. For this purpose nonprofits need plenty of small scale events for guests, donors, marketing and logistics.

Using Salesforce can provide you with the holistic view of each event and can streamline any task related to the events. Further, you can also use Salesforce® event management tools to automate all your marketing efforts and extend the CRM functionalities of your nonprofit.

With the integration of Salesforce you can tackle these vital event elements:

– Guest experience

– Event registration

– lead generation

– Overall logistics management

Fundraising Campaign Planning and Management

To keep your nonprofit missions running and on track, you need to think of creative ways to bring fund to your organization. These creative ideas need to be the mix efforts of the combination of strategies, techniques and marketing tools for it to host the fundraising events successfully.

Thankfully, we have the Salesforce CRM where all of these tasks can be accomplished with ease. With Salesforce, you can keep track of each fundraising campaign and take the necessary steps to improve their functionality.

By using Salesforce features and a few well-placed integrations, you can manage a multitude of fundraising tactics, such as:

–    Online Fundraising

–    Matching Gifts

–    Peer-to-Peer Fundraising

Brand Communications and Marketing Strategies

The combination of your marketing efforts and brand communication creates a huge impact on the overall strategies of fundraising and donor engagement for your nonprofit. But due to the availability of so many channels for fund tracking and strategy building it gets difficult to set focus on one and connect it with your CRM system. Whereas using Salesforce can show results in the most surprising ways and can fulfill all your communication needs efficiently.

With Salesforce you can extend your marketing campaigns in the following channels:
  • Email Marketing
  • Social Media Marketing
  • Direct mails etc.

Generating Reports and Dashboard Management

Leads for your nonprofit comes from multiple sources and ideally, they are all important to you. The collection of this information needs to be stored and managed at a centralized location and in the right format. Salesforce®, for instance, can help your nonprofit with the complete job of lead storage, report generational and dashboard management.

Salesforce has a wide range of built-in reporting tools to help you make sense of your different data sets.

Here are just a few examples of how Salesforce® reports can help you break down data:

–    Donor acquisition

–    Fundraising progress

–    Survey responses

With the help of Salesforce, you can put together all your fundraising strategies together and can move ahead in the right direction.

Need help with Salesforce implementation? We can help. Get in touch with Aplusify for the best Salesforce Managed Services at affordable rates.

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