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Nonprofit organisations are under tremendous pressure to provide their users with a personalised and collaborative experience. However, connecting with different groups of stakeholders in a way that suits them isn’t easy without the right technology. Besides low upfront costs and a highly supportive ecosystem, Salesforce is also appealing to nonprofits because of its capabilities in the following aspects:
1. Marketing and Engagement
Personalised, automated, and trackable communications.
Salesforce Not-for-profit helps charities store information about their constituents including their basic information, behaviours, and interests. A charitable organisation can use this gold data to create personalised emails to show gratitude to the donors for their support, send content relevant to their needs, or update them about the impact of their donations across multiple channels.
These communications will be highly appreciated by donors as it shows that their contributions are all recognised. Marketing teams no longer have to spend enormous time preparing individual emails. Besides, everyone in the organisation can view important email-tracking metrics such as open rates and click-through rates to adjust subject lines, email layouts, and assets to make the emails more eye-catching and useful for the target audience.
2. Fundraising
Automated fundraising processes and trackable contributions.
Salesforce Nonprofit Cloud enables not-for-profits to automate fundraising processes and track contributions, interactions, donor preferences, and giving histories. Additionally, advanced analytics and reporting/dashboards provide nonprofits insights into donor behaviours, identify trends and major donors, and make data-driven decisions to optimise their fundraising strategies. Besides, Salesforce NPSP provides nonprofits with a Single View of constituents, allowing them to create constituent-centric experiences to maintain strong relationships with their constituents.
Overall, Salesforce empowers nonprofits to maximise their fundraising potential and drive their missions forward.
3. Operations
Streamlined internal collaboration and safeguarded data.
MuleSoft Composer enables not-for-profits to integrate apps and data more efficiently without any coding. With all types of data both within and outside of Salesforce unified, such as data from prospect research databases, financial ERPs, or fundraising, a comprehensive platform is created, allowing staff members to get access to enterprise-wide analytics and visualisations. Salesforce operational benefits don't end there. As Salesforce Shield adds a layer of security to mitigate insider threats, critical data within an organisation are both available for collaboration and safeguarded from undesirable events.
4. Program Management
Efficiency across all teams.
With Salesforce for nonprofits, program managers can manage each program as an object in their Salesforce instance and organise the program’s data across their organisations. They can also create workflows for complex projects, assigning employees and volunteers to various tasks.
Program managers can log in to the homepage to quickly identify program trends at a high level and plan upcoming tasks. Meanwhile, Notifications and Reminders will be sent to other program members to notify them about newly created tasks and to remind them to complete tasks when the deadline approaches.
In conclusion:
Salesforce CRM offers valuable support to nonprofit organizations across various areas. Though the upfront cost of implementing Salesforce is relatively affordable for nonprofit organisations, your organisation still needs to allocate a budget for acquiring related technologies and providing staff training. As a reputed Salesforce for nonprofits partner, Girikon offers Flexible and Reliable Salesforce Support for Not-for-profits in the APAC region. Start a conversation with us today to t understand how we can help your organisation accomplish its mission.
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