Introduction
Nonprofit organizations are a staple in any community. Any nonprofit organization thrives on the help of its benefactors to help them change the world. However, with the growing vastness of an organization, it cannot be easy to manage every aspect seamlessly. From managing volunteers to tracking donations, it can be overwhelming to handle everything at once. It can be the goal of any CRM platform to help a nonprofit execute functions properly, but Salesforce stands apart from others in its size and features. With the Nonprofit Cloud and the Success Pack within it, Salesforce can help you overcome any challenges your organization may face.
How can Salesforce Help Overcome your Challenges?
Over 40,000 nonprofits use Salesforce Nonprofit CRM software because it allows users to automate fundraising processes, track donations, boost donor retention, and manage events from one platform that is updated in real-time. Your nonprofit organization is integrated into the Nonprofit Cloud to connect departments such as fundraising, marketing, promotional activities, programs, and grants.
There are many common problems that your organization may face on a day-to-day basis, significantly as you are growing and making connections with your community. It can only be accessible to manage such significant growth with proper tools. Luckily, Salesforce is here to help you with any problem.
- Problem: Lack of funds- to execute any campaign, giveaway, or plan an initiative, as a nonprofit organization of any size needs funds. Finding the source of funding is the main problem here, as it can become tedious and time-consuming to seek people or other organizations for donations constantly.
Solution: Salesforce Cloud streamlines donation management of one-time or recurring donations from your supporters. As a nonprofit using Salesforce Cloud, you can even track where the donations came from. Donor management makes it even easier for donors to make donations by starting an email campaign. Salesforce’s Platform Data Integrity helps you eliminate duplicate contacts and avoid spamming donors’ emails with repetitive emails.
- Problem: Managing an Increase in Programs- your organization will face growth in the number of people, events, and initiatives, which makes it challenging to manage a vast number of programs while scaling operations. As you expand your operations, you will take on more initiatives from donors, while managing & keeping track of all the information you need may become difficult.
Solution: The Salesforce NPSP program management tool effortlessly helps you manage complex programs. The tool makes it easier for your customer support staff to provide support from anywhere, anytime, through multiple platforms such as calls, messages, and social media. The program management software allows you to keep personal relationships with your donors and volunteers without letting anything slip through the cracks.
You can utilize the Program Management Module (PMM), which provides a standard framework for tracking programs and services regardless of their complexity. Service Tracking tool helps you track individual service deliveries and view how those services connect across the programs and Cohorts. It enables you to assign your audience into segments depending on different attributes, such as season, class, or funder. At the same time, Recurring Services and Attendance allows setting up multiple offerings of the same service and tracking attendance.
- Problem: Connecting with Constituents- For any nonprofit organization to be successful, you will need community support and engagement. Ensuring you have a robust support system can be difficult, especially if your current CRM system doesn’t allow you the outreach program that Salesforce does.
Solution: Through the Nonprofit Success Pack, you can connect with volunteers, donors, and clients in one place. You can track constituent contact information and addresses and create household models. Through the Nonprofit Success Pack, you can add or remove a contact, mark it as ‘do not contact,’ merge duplicate contacts and manage leads. It is a beneficial tool, especially when dealing with multiple contacts.
- Problem: Marketing and Engagement- spreading the word about a new nonprofit is a great way to grow and can impact your organization’s growth. It can be challenging to simultaneously get the word out to many potential donors or constituents, especially with personalized messages and tracking.
Solution: Salesforce’s Nonprofit Success Pack helps you maintain personalized communication with your audience. With the properties of the Nonprofit Success Pack, you will never need to wonder again whether you are sending the correct information to the right audience. You can use stored data to know who responds to what and then use pre-built templates in the Marketing Cloud to send personalized emails.
*Note: Marketing Cloud is not a part of the Nonprofit Success Pack but is a part of Salesforce for NPOs. Read more about the benefits of Salesforce for NPOs here. Link to the blog here.
- Problem: Tracking Recurring Donations and Where They Come from- have you ever faced an issue where you received a donation but don’t know who sent it? That could make it very difficult to send a personalized thank you card or even keep up with recurring donations for your records.
Solution: Salesforce’s Nonprofit Success Pack can help you track recurring donations and even provide you with a better forecast for future revenue. With this success pack, you never have to worry about losing track of what came from where, sending a personalized thank-you, or even not accurately predicting what donation you can expect.
- Problem: Keeping track of Reports and Dashboards- with all the data that you collect on an hourly basis, you may find it difficult to compress all the data into reports and dashboards that are organized, easily readable, and accessible.
Solution: Salesforce’s free application programming interface component allows you to ask questions to make sure that you generate the most accurate, visually appealing reports, dashboards, visualizations, and analytic applications. You can even build applications within Salesforce, such as spreadsheets. NPSP has over 70 industry reports and dashboards so that you can view your data in customizable ways.
Conclusion
Salesforce NPSP is a beneficial tool for all your business needs. There are many problems that your organization may face at some point, and Salesforce can help you be prepared for anything that may come your way. You want to help the community as a nonprofit organization, but you can’t unless the community helps you. Let Prudent NPO be part of your community; click here to see how to implement it to make all your problems yesterday’s news!