Non Profit Cloud

Non Profit Cloud

  • This innovative solution was designed to empower nonprofits, enabling them to strengthen their programs, harness the power of data for growth, and deliver personalized experiences to their constituents.
  • This strategic move by Salesforce not only expands its offerings specifically tailored for the nonprofit sector but also aligns seamlessly with its broader product suite.
  • By integrating Nonprofit Cloud into their operations, nonprofits gain access to industry-specific features and can capitalize on the extensive research and development investments made by Salesforce.

By integrating Nonprofit Cloud into their operations, nonprofits gain access to industry-specific features and can capitalize on the extensive research and development investments made by Salesforce.

At Pashtek, we recognize the transformative potential of Nonprofit Cloud in enhancing platform interoperability alongside existing solutions like the Nonprofit Success Pack (NPSP) and related offerings.

However, we understand that existing NPSP users may have questions about how Nonprofit Cloud integrates with their current operations and the implications for their future strategies.

Benefits of Using Salesforce for Nonprofits

The Salesforce donor database offers complete customization capabilities, empowering nonprofits to effortlessly incorporate custom fields, objects, relationships, and other components into the Salesforce CRM platform. Through Web-to-Lead functionality, incoming donations are automatically transformed into new donor profiles, eliminating the need for manual entry.Say goodbye to the tedious task of manually updating your donor database with online contributions.

NPSP offers over 70 industry-specific reports and dashboards tailored for nonprofits, presenting an intuitive system accessible to all. Nonprofit organisations can distribute these reports and personalise dashboards for staff, volunteers, and board members, fostering enhanced transparency and collaboration.

Rather than disseminating identical information to all team members, nonprofits have the flexibility to tailor their dashboards, ensuring that each individual remains focused on their respective projects. Additionally, organizations can automate email notifications, providing timely updates to individuals or the entire team as needed.

The program management module in Salesforce for nonprofits facilitates the tracking of programs and services. Nonprofit organizations can segment participants into distinct groups using filters such as season, class, or funders. Additionally, nonprofits can effortlessly establish and monitor recurring services within the tool, ensuring efficient tracking of ongoing activities.

Supporters’ data can be segmented and utilised to generate tailored content within the Salesforce NPSP marketing cloud. Subsequently, you can employ pre-designed email templates to deliver personalized emails containing this content to your supporters.

Given its extensive features, one might assume that Salesforce is beyond the reach of most nonprofits. However, this is not the case. Through its Power of Us Program, Salesforce offers 10 donated subscriptions for Sales & Service Cloud Enterprise Edition to eligible nonprofit organizations. Additionally, nonprofits can take advantage of a 30-day free trial to evaluate the system before making further commitments.

Nonprofit organisations don’t often spend money on things they can get for free. This is generally a good idea, but the perks that come with Salesforce NPSP can help nonprofits on several levels.

This article will break down precisely what Salesforce is, how Salesforce NPSP (Nonprofit Success Pack) works, what features it includes, and how you can use it to raise more funds for your organization.

The Salesforce Nonprofit Success Pack (NPSP) offers a versatile, open-source solution tailored for nonprofit organisations. It encompasses fundraising, marketing, and programme operations functionalities. This streamlines management processes while minimising manual effort. NPSP facilitates the storage and tracking of donors’ giving history and recurring contributions within individual donor records. Additionally, offline donations can be seamlessly updated to corresponding records.

Features of Salesforce for Nonprofits

Salesforce Nonprofit Cloud

Event management apps

Program management and tracking

Nonprofit marketing

Elevate for fundraising

 Dashboards and reports

Accounting Subledger

Salesforce AppExchange

Salesforce Nonprofit Cloud

The Salesforce Nonprofit Cloud serves as a comprehensive CRM platform tailored specifically for nonprofit organizations. It streamlines various functions including fundraising, program management, grant management, marketing, and donor management. Through this platform, nonprofits can efficiently measure, track, and update data across all facets of their operations, driving growth and success through informed decision-making.

Event management apps

Salesforce’s Event Management feature kick-starts nonprofits by visualizing donor locations on a map, aiding in selecting event venues strategically. Nonprofits can explore event management apps available on the Salesforce App Store, offering discounted rates for nonprofits and facilitating remote data management with real-time updates as guests check in.
These apps facilitate mobile registration and passbook tickets, empowering volunteers and staff to swiftly access donor data, collaborate on documents, update donor records, and manage event schedules seamlessly. Attendees can access event agendas online, share event photos on social media, and respond to surveys distributed by the organization.

Program management and tracking

The program management module in Salesforce for nonprofits facilitates the tracking of programs and services. Nonprofit organizations can segment participants into distinct groups using filters such as season, class, or funders. Additionally, nonprofits can effortlessly establish and monitor recurring services within the tool, ensuring efficient tracking of ongoing activities.

Nonprofit marketing

Salesforce for nonprofits incorporates numerous features aimed at assisting organizations in efficiently marketing events and fundraising campaigns.
Emails:
Email campaigns continue to be among the most effective marketing strategies utilized by nonprofits. Through Salesforce, organizations gain access to pre-designed email templates that can be further customized to incorporate the nonprofit’s logo and mission statement.
Social media:
Social media serves as another popular marketing avenue for nonprofits. With Salesforce, organizations can store donor social media information and monitor online interactions effectively.
Direct mail
Nonprofits can leverage Salesforce to organize and monitor responses from direct mail campaigns effectively.

Elevate for fundraising

Salesforce Elevate offers a comprehensive fundraising solution designed specifically for US nonprofit organizations. With Salesforce’s mobile-responsive donation form, nonprofits can seamlessly accept both one-time and monthly donations. Payment data management is simplified through Salesforce NPSP dashboards, allowing nonprofits to oversee all transactions efficiently. Moreover, the platform enables centralized management of recurring donations and donors, streamlining operations. Customizable receipts can be tailored to individual donors and automated for enhanced convenience.

Dashboards and reports

Nonprofits are tasked with generating reports to address inquiries from board members, volunteer groups, and major donors. Salesforce’s dashboards offer a visual representation of crucial data, encompassing metrics such as ticket sales, total event revenues, attendance, donors, donations, and survey responses.
Here are several ways nonprofits can utilize dashboards to maintain stakeholders informed:
# Monitor progress toward fundraising goals
# Gather and disseminate survey feedback
# Automatically integrate prior event data for current planning
# Assess donor engagement levels and provide regular progress updates

Accounting Subledger

The Accounting Subledger simplifies tasks for both your fundraising and accounting teams. It allows you to seamlessly synchronize fundraising data with your accounting system, saving considerable time and resources. This feature includes ready-to-use templates compatible with popular accounting systems such as Blackbaud Financial Edge, Quickbooks, NetSuite, Microsoft Dynamics, Workday, and more. With a user-friendly interface, it facilitates effortless tracking of gifts, pledges, and revenue information, ensuring ease of use for your teams.

Salesforce AppExchange

AppExchange serves as the Salesforce app store. Specifically for nonprofits, Salesforce has curated a distinct list of apps tailored to their needs. These apps are organized into categories such as consulting, fundraising, management apps, popular selections, sponsored options, and more. Many of these apps are available for free and can significantly enhance nonprofit fundraising, management, and overall growth initiatives.