Introduction
Salesforce for Nonprofits is a vast platform with many different tools and features that will help you with mundane, everyday, routine tasks to hard-core, complicated tasks that you want to design and implement specifically. When you implement Salesforce for your Nonprofit, there is no limit to what you can do! There are so many ways you can benefit from Salesforce for Nonprofits, so many ways in fact that it may be difficult to list it all in one place, but that’s why our team of Salesforce experts has put together a list of the top 8 benefits that you can make the most out of when implementing this CRM platform?
How can Salesforce Benefit You?
There are many ways that Salesforce can benefit your nonprofit organization.
What if you could make sure nothing slips through the cracks?
Salesforce tracks interactions involving day-to-day activities to manage and control operations effectively. With Salesforce for nonprofits, you can track customer relationship management activities like emails, phone calls, meetings, and events. The platform allows you to create specific fields and objects to track interactions that will help with the company’s future.
- Customer analytics can help you build stronger relationships by understanding communication preferences, donation history, volunteer activities, and preferences through contact and account management.
- Activity tracking allows you to log and track various activities, such as phone calls, meetings, and events, that can then be associated with specific contacts, accounts, or opportunities to ensure you are engaging with every part of your organization.
- Task and event management capabilities allow you to create tasks and events to manage day-to-day activities. These tasks can be assigned to team members, linked to contacts and accounts, and have deadlines to track different activities.
- Salesforce can track and monitor social media engagement and even allows interactions such as responding to comments and messages through the platform. This tool will enable you to analyze social media metrics within the platform.
What if you can cut your workload in half?
Systemize and automate tasks using personalized dashboards to help with workforce management through tracking, asset categorization, and task automation. It can keep track of survey responses and create organized plans. There are diverse ways Salesforce can help you automate tasks:
- Through workflow automation, you can automate single tasks such as sending a reset password or even verifying information.
- You can create email templates and campaigns to create personalized messages to constituents, such as thank-you letters, event invitations, or even personal acknowledgments.
- Salesforce allows you to schedule reports and dashboards automatically generated and delivered to specific people at predefined intervals. It means you can ensure you are keeping track of critical metrics, fundraising progress, and program outcomes, which is an added benefit.
- Nonprofits can automate importing data from external sources, such as donor databases and event registration systems. Applications from AppExchange can also be integrated into your platform and will make it easy for you to move data.
You can define which actions trigger which processes based on different criteria so that you never have to worry about sending emails, updating records, or assigning tasks.
What if you could do the work twice in half the time?
You can increase operational efficiency for your entire organization using Salesforce, as it helps you prioritize tasks and break down communication silos within team members to eliminate repetitive tasks.
- Through mobile access, Salesforce ensures that staff have access to critical information and can update records and perform tasks on the go.
- Through collaboration features like Chatter, Salesforce allows team members to communicate and share information within the platform, eliminating the need for external communication channels.
- Through a centralized data management system, Salesforce can provide a single platform to store and manage all data, whether volunteer records, donor information, or account management.
What if the platform can do whatever you need it to?
Salesforce provides customizable features, allowing organizations to tailor the platform to their needs. There are many features that users can customize, such as:
- Objects that are used to track unique data specific to you to build data models for programs, events, and grants.
- Fields that can be added to custom objects capture the information that matters most to an organization.
- Page layouts, which display the most relevant information through a user-friendly interface.
- Email templates, which enable custom email marketing for a personalized touch.
- Integration with other applications can be done through APIs and connectors available through AppExchange.
What if you could digitize everything?
Salesforce’s digital paperwork increases the effectiveness of evaluation and reporting. Make the shift from the usage of traditional spreadsheets and reports to Salesforce to keep track of activities using features such as:
- Outcome tracking and impact measurement to measure impact metrics related to programs and initiatives.
- Integration with survey tools to collect feedback and conduct evaluations to perform analysis.
- Goal setting and performance management to help you set goals and benchmarks in each timeline to track milestones.
- Real-time data access to ensure that you are always up to date on information for evaluation and reporting purposes to make sure you can always make informed decisions.
What if you can ensure smooth operations?
Salesforce can help you manage a smooth workflow. New tasks are constantly added to a growing organization, which can become overwhelming. However, you can promptly work everything with Salesforce for nonprofits and in order. It creates workflows, reminders, and memos of tasks and even assists in keeping track of previous data to manage programs more effectively in the future. The other benefits that Salesforce provides, such as automation of routine tasks, centralized data management, integration with external systems, and mobile accessibility, are ways to manage a smoother workflow.
Help your organization with marketing and brand awareness using the marketing cloud that Salesforce for Nonprofits provides. You can build engaging content to engage with your community and supporters. Through built-in, easily customizable templates, your organization can increase interest in donors, program partners, volunteers, and the community.
With
- Integrated marketing campaigns: you can create and manage multiple marketing campaigns across several channels, including email, social media, mobile, and web, allowing you to reach supporters consistently.
- Audience segmentation: you can segment your supporter database based on different criteria such as demographics, interests, donation history, and engagement levels. This segmentation capability will allow you to tailor your marketing messages when targeting a specific segment.
- Dynamic content: you can personalize and customize messages to ensure your target audience sees consistent, relevant, and engaging content. It can even help you conduct A/B testing, meaning that you can create different variations of content to measure performance within diverse groups to see which messages resonate best with whom.
What if you could save money while doing all of that?
Salesforce provides you with affordable services. When considering accountability, nonprofits should assess the upfront costs of jumping into a new CRM and the cost after the project has been implemented. All the features mentioned below are essential when cutting costs; it is also important to know the scope of the project you are investing in and how much help you will ultimately need.
- Scalability and customization allow organizations to adapt and customize the platform to their specific requirements.
- Streamlining operations and efficiency allows for reducing costs associated with manual tasks and redundant workflows.
- Cloud-based infrastructure eliminates the need for nonprofits to invest in hardware infrastructure and maintenance costs.
Conclusion
You might be thinking, “Wow, if Salesforce for nonprofits provides so many benefits, then it must be difficult to use, right?” You can check out our guide on using Salesforce for Nonprofits (Link to our blog) or contact us (Link to the Salesforce NPO contact us page) to see if Prudent is the right fit to help you implement Salesforce for your Nonprofit!