Why Should Nonprofit Organisations Leverage Salesforce?

The nonprofit sector, like any other sector, isn’t immune to the operational intricacies and challenges despite being on a philanthropic mission. Consequently, it becomes crucial for nonpro

The nonprofit sector, like any other sector, isn’t immune to the operational intricacies and challenges despite being on a philanthropic mission. Consequently, it becomes crucial for nonprofit organisations to adopt tools and strategies that can help them optimise their processes, enhance efficiency, and eventually, support their noble missions. One such tool that has significantly benefitted the nonprofit sector is Salesforce – a robust cloud-based CRM (Customer Relationship Management) system.

Salesforce for nonprofits has helped these institutions expand their digital reach for the betterment of people across the globe. It has indeed become an integrated platform that has helped nonprofit organisations expand their reach and impact globally. According to a report shared by Salesforce.org, around 76 percent of nonprofit organisations have revealed that Salesforce has helped streamline operations, ensured effective communication, improved employee performance, helped raise more funds, and created better campaigns.

Why is Salesforce Preferred by Nonprofit organisations?

Salesforce for Nonprofit Cloud is an enterprise solution that can be leveraged by nonprofit organisations to have a global reach, forge connections with people, restructure their internal processes by tracking people they work with, and break down silos among various teams. It allows NFPs to have a unified view of their regular operations and activities and connects the functional departments of an NFP through marketing, fundraising, and several programs and promotional activities. In short, the platform empowers nonprofit organisations to make their routine operations effortless.

What are the Benefits of Implementing Salesforce for Nonprofits?

Being transparent, organised, accessible, and financially manageable is essential for NFPs. Listed below are some of the benefits of Salesforce Nonprofit Cloud that can help organisations keep their operations aligned:

Keeping NFPs Organised: The inbuilt functionalities of the Nonprofit Salesforce Cloud help nonprofit organisations design tailor-made workspaces for everyone involved. Salesforce helps these organisations deal with challenges involved in managing activities such as grants, fundraising, and employees. The platform also helps in creating customised dashboards for teams and workforce to manage their jobs easily.

Augmenting Operational Efficiency: Yet another benefit of using this platform is the significant increase in workforce efficiency. Salesforce helps in forging seamless communication among the several stakeholders, partners, and staff. This synergy and improved communication lead to a rise in operational efficiency that eventually helps in achieving targeted goals in a set time.

Providing Extensive Support: Salesforce has a huge community base, which is why users can turn to the community for any level of support. Users can seek support from experts if they struggle with features, dashboards, and more, who are ready to provide the best possible solution at any point in time and from anywhere.

Providing Accurate Reporting: Implementing Salesforce for reporting is crucial for every nonprofit organisation as it helps in precise reporting of all the activities including but not limited to fundraising, seminars, donations, and more. Precise and updated reports are extremely crucial as they impact the mission and outcomes.                                                                                                   

Offering Customisation: Salesforce is known for its customisation ability. The Cloud software allows nonprofit organisations to customise the features as per their specific needs. While nonprofits work on a similar line, they might have different goals or unique requirements. This is where Salesforce customisation comes to their rescue by allowing them to tailor standard features and functionalities to attain their individual targets.

Essential Features of Salesforce Nonprofit Cloud

Fundraising Management: Nonprofit organisations require a regular inflow of operating capital, which makes grants and fundraising a crucial activity for them. Salesforce has created a flexible fundraising solution that evolves as the program funding grows. The fundraising feature enables NFPs to connect with the right donors and supporters while providing a complete view of the partners that help run and manage the fundraising mission.

Program Management: The program management feature helps users to effectively manage their programs.  Program managers are now able to leverage this feature to define and create new programs or fine-tune services, which were earlier done using spreadsheets and papers. Irrespective of the number and complexity of programs, it becomes easy to manage them with the help of a program management tool.

Marketing Cloud for Nonprofits: Salesforce created a marketing cloud solution for nonprofits, which will help ensure quick and seamless communication among constituents. By leveraging this feature, nonprofits are empowered to enhance their communication strategy quickly. They are now able to engage their supporters with personalised messages and emails by using in-built email templates for donors and volunteers, thus attracting more donors to the campaign.

Case Management: Right from sign-up to active usage, the case Management feature offered by Salesforce Nonprofit Cloud helps in tracking and managing cases while ensuring high-quality services and care to clients. The software provides case managers with real-time data regarding the position of a client in the lifecycle along with reviews to help manage all the activities with ease.

The Bottom Line:

Salesforce has become a partner of choice for several nonprofits across the globe. The Salesforce Not-for-profit Cloud assists them in staying informed about their functioning and accomplishing their goals. Irrespective of the size or type of your nonprofit, having visibility of your operations will allow you to move ahead successfully.

About Author

Jaya Ghosh

Jaya is a content marketing professional with more than 10 years of experience into technical writing, creative content writing and digital content development. Her decade long experience lends her the ability to create content for multiple channels and across different technology verticals.