Introduction
Nonprofits play a vital role in shaping the future of digital transformation. Many small companies initially operate without a reliable system, but implementing such systems can significantly improve efficiency.
Salesforce has emerged as an effective solution for nonprofit organizations, and over 40,000 nonprofits are currently utilizing Salesforce Nonprofit Success Pack (NPSP).
What makes NPSP unique, and how can nonprofits benefit from it?
So, what exactly is Salesforce NPSP? NPSP, short for Nonprofit Success Pack, is a comprehensive package the renowned Salesforce CRM (Customer Relationship Management) offers. It is readily available on the AppExchange platform and precisely tailored to meet the needs of nonprofit businesses.
The Nonprofit Success Pack (NPSP) is built into the Nonprofit Cloud (read more about the benefits of the Nonprofit Cloud here). It prioritizes donors, clients, and volunteers to develop long-lasting relationships with people who matter the most to your mission.
One of the critical strengths of NPSP is its flexibility, which allows organizations to customize it according to their specific goals. The CRM software from Salesforce offers various solutions, including program management, fundraising, grants management, and engagement and marketing. These solutions enable nonprofits to track their data and streamline their operations effectively.
What are some Benefits the NPSP has to Offer?
- There are so many features and widespread benefits that the Nonprofit Success Pack has to offer. While Sales Cloud is typically oriented toward a business-to-business model, the NPSP is more of a business-to-consumer model. Different NPSP levels allow you to track a constituent’s commitment and engagement level based on total gifts or the number of hours they have volunteered. For example, you could set different dollar donations at various levels; $0 to 100 is one level, $101 to $1000 is the next and $1,001 to $10,000, and so on. These levels help recognize where a donor is in their journey and can even help you determine how to continue building on the relationship.
- A constituent’s “contact record” is a unified view of their history, even giving you information like their address, employer, preferences, and engagement with your organization so that you can be prepared to answer any questions that they may have and give them accurate information that pertains to them. NPSP can even help you create an “engagement plan” that features plans for connecting with the donor depending on all the information stored on Salesforce. To communicate with the donor, you can call them directly rather than email them to talk to them about innovative programs you have to offer or to keep the client engaged.
- NPSP is integrated into the account sub-ledger product so you can share financial information with your accountant. It is helpful if you are speaking to a client, and they decide to donate money on the call. You can input the amount of money and even where you want to be allocated right on the screen titled “Single Gift Entry.”
- NPSP can help you deliver any program or service. From the homepage, see what is happening across all programs. Track constituents’ enrollment using the “job-readiness” program, whether they are part of a group, and even what kind of interactions they have had with your organization or team members. After a meeting with the client, you can record all the services you offered them individually or simultaneously, saving time on manual data entry. NPSP’s flexible platform accommodates many services that nonprofit organizations offer. It provides a unified view of all the data on one screen to make decisions for teams such as the fundraising team easier.
- Data management and integration can be challenging to deal with; data silos may occur, making it difficult for certain parts of the organization to access some data. Data silos are expensive and time-consuming problems, but luckily, NPSP helps with eliminating these data silos. Salesforce can track and manage programs, outcomes, clients, and fundraising operations in one place, making it possible to retain access to data or misplaced critical information.
- You can meet your organization’s existing or growing needs by adding tools from the Salesforce AppExchange, a marketplace for tools or third-party applications. Most of these tools are accessible or affordable compared to the cost of custom building an app for a specific need.
- Mobile accessibility is essential; that is why the NPSP is available on mobiles, where you can access data from any device and anywhere and even limit who gets to access what.
- All the data is stored in one place, which is a huge benefit, especially considering data comes in through many different channels, including donations, new donors, recruitment events, and campaign results. The data on the Success Pack is always viewable and accessible wherever you are.
- Data is easy to analyze and visualize, such as seeing which campaigns are running well, which recruitment efforts are bringing in the most donors, and what can be done to increase customer retention. These analytics features make data analysis more accessible than ever.
- The Nonprofit Success pack is easily customizable, which can be an advantage for users to add whatever features they want onto their home screen for easy access. Only some users may wish to have easy access to the same feature. Still, with individualized customizations, the NPSP is an excellent open-source package. It can be viewed by anyone who, with appropriate access permissions, can modify, delete, or create packages.
Why should you consider NPSP?
There are many reasons why you should consider Salesforce NPSP for your nonprofit. Through all the benefits and added features of the Nonprofit Success Pack, you can end the lack of transparency in the financial flow, increase donor engagement, implement a better workflow, and resolve issues managing donor contacts.
The significant part about NPSP is that it is built directly into the accounting sub-ledger, giving your accounting staff full transparency of how much funds you have and where they came from.
You can track which donors may be falling off in interest and send them customized emails or phone calls to provide them with more incentive to become active in the organization again. The Pack will provide information on the donor’s last engagement and how much they might have donated.
Track your customer’s journey from beginning to end using NPSP to know exactly where your customer is in their buying journey. It helps manage fundraising campaigns, donation cycles, and donors and implements a better workflow.
NPSP Works for Fundraising & Engagement, Case Management, and the Marketing Cloud
Send personalized emails to clients using the Pack to know exactly when to do this, depending on where they are in their donor life-cycle journey. The correct email at the right time can re-spark a donor’s interest and lead to more engagement.
With case management, you can deliver personalized services to clients by better managing your day as a service provider, giving participants agency in their case plans, and creating efficient programs and services.
The marketing cloud for nonprofits helps you establish communication with donors and constituents. It is designed to improve communication strategy to engage your supporters through customized emails. The marketing cloud comes with pre-built templates for different people, such as donors and volunteers, meaning you can create and send separate emails to other people without hassle.
Conclusion
In conclusion, Salesforce NPSP offers many incredible benefits for nonprofit organizations. From enhanced efficiency and streamlined operations to personalized engagement and effective data tracking, NPSP empowers nonprofits to maximize their potential and drive meaningful change. With its flexible customization options and comprehensive solutions, Salesforce NPSP is an indispensable tool in helping nonprofits achieve their goals and make a lasting impact in their communities.
NPSP is the industry standard data architecture for nonprofit data that is flexible, extensible, and customizable. NPSP can help with almost any of your data needs. Ensure you are leveraging NPSP to the best of its ability by contacting Prudent immediately!