Salesforce for Non-Profit Organisations: How Does it Work?

Tens of thousands of non-profit organisations are already leveraging the huge benefits of Salesforce CRM. The reason Salesforce works so well for non-profits is that it offers plenty of CRM products that are specifically designed to cater for the processes that are unique to this type of organisation. These products are all included in the Nonprofit Cloud CRM.

The Nonprofit Cloud combines many well-loved Salesforce products, such as Sales Cloud, with new, niche features designed to propel your organisation forward, so you can grow and keep expanding your capabilities for good. 

How can the Nonprofit Cloud benefit your organisation?

For non-profit organisations, keeping costs to a minimum is a priority, which is why choosing one piece of software that can serve all business purposes is the perfect solution. One subscription, one price, everything included. Salesforce Nonprofit Cloud offers you this. 

Salesforce CRM is capable of managing everything from donors and donations to personalised marketing campaigns, helping you streamline your businesses processes and expand your reach using out-of-the-box software that is deliberately incredibly user-friendly. 

Benefits of Nonprofit Cloud include:

• Track funds with customisable reports
• Manage donors and donations
• Attract new donors with successful marketing campaigns
• Automate time-consuming tasks
• Track all organisation processes in one place
• Event planning tools
• Extensive communication options across multiple channels
• Customisable workflows and dashboards

All of these benefits combined result in a team that operates smoothly and communicates effectively even when remote. With so many processes simplified, your organisation can expect a huge boost in performance, bringing in more donations and allowing you to improve the services you offer.

Features of the Salesforce Nonprofit Cloud

The Nonprofit Cloud is composed of many other Salesforce products, each of which handles a specific part of your organisational processes. You will likely be familiar with these products individually if you have worked with or researched Salesforce before. 

Sales Cloud

Salesforce Sales Cloud is useful for all types of businesses. In the case of non-profit organisations, it is most helpful if you sell products and/or services or work more specifically with other companies. The purpose of Sales Cloud is to overhaul the sales functions of your business, facilitating revenue-tracking, product development, and easy payments. 

Service Cloud

For most businesses, Service Cloud is a means of better connecting with customers and ensuring they enjoy their experience with you. For non-profits, Service Cloud is a great way to communicate with those people your organisation or charity helps. You can easily get in touch to see how they are progressing, or offer a vital helpline for advice and support at crucial moments. 

Marketing Cloud

Though you’re not out to turn a profit, marketing for your not-for-profit organisation cannot be overlooked. Marketing Cloud can help you build better campaigns that resonate with your target donors and connects the results to your client records. With built-in analytics and reports, you can translate data collected from constituent activity, clicks, donations, and more, into workable information that will help you understand what’s working and what needs to change.

With Marketing Cloud, you can:

• Build campaigns and schedule them within your calendar
• Group your audience based on customisable attributes and direct targeted campaigns
• A/B test your campaigns
• Build personalised marketing pathways to keep your constituents onboard
• Manage social media channels
• Run and manage ads

Nonprofit Success Pack

The Nonprofit Success Pack (NPSP) is a full CRM system, but tailored to the needs of non-profits. Its functions are specifically designed for donor-to-non-profit relationships, with space for managing volunteers and fundraising events. With NPSP, you can form a better structure within your organisation, from data collection all the way up to drawing marketing reports. The NPSP is a vast and valuable tool-belt, worth looking at in more detail. 

foundationConnect

foundationConnect was specifically designed for managing grants. It allows you to track grant applications, distribution of payouts, and monitor progress in grantees. For non-profits that operate by allocating funds to projects or groups, foundationConnect helps you succinctly manage the full process, ensuring there are no conflicts of interest and that the money is well-used. 

Wait, there’s more…

Other useful Salesforce products for non-profit organisations include:

• Salesforce Chatter: for facilitating internal communication, allowing you to share files and knowledge quickly, notify employees/colleagues of tasks, run polls and discussions, and connect with team members on mobile devices.
• Customer 360 Platform: for developing customised apps, so you can build on the functionality of your CRM and solve problems that are unique to your organisation.
• Power of Us Program: a platform for non-profits to share ideas and resources. Read more about it here.

The Salesforce Nonprofit Cloud is an all-in solution to running a successful non-profit organisation. It removes the complexity of day-to-day processes and allows you to connect better with the donors you rely on and the people you help. 

For more information on how Salesforce can revolutionise your business practices, book a call with one of our solution experts. Consleague’s Discovery Mapping Programme can help you transform your digital strategy, allowing you to boost growth and develop smarter solutions. Learn more with a 30-minute no-obligation call.