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Four Essential Features of Salesforce for Nonprofits With over 150,000 businesses using Salesforce solutions, it has earned its place as one of the most comprehensive CRM platforms on the market. As of today, 47,000+ nonprofit organizations take advantage of the full range of features Salesforce offers. How do nonprofits use Salesforce? Since the CRM is comprehensive, many users don’t consider ways it can be tweaked and customized to provide even more streamlined and specific functionalities. Using our expertise on Salesforce and the best ways to expand the platform, we’ve highlighted core features for your most important efforts:
If your nonprofit uses the platform and you want to know how to make greater use of its huge functionality, we’ll walk you through using Salesforce functionalities to manage your nonprofit initiatives.
Constituent management Donors, contacts, and constituent profiles are more than an address book. They contain comprehensive information that sums up their engagement with your organization, providing insights into details and bigger pictures. Build your supporters profiles using custom fields: Add custom fields, objects, relationships, and other elements to your CRM. By building unique data sets, you’ll gain insights into your constituents, which can be used to inform all strategies. Use the web-to-lead feature to capture information online: Salesforce web-to-lead feature converts online forms to lead profiles in your CRM. So, anyone who signs up to your mailing list, volunteer schedule, or any other information will automatically be added to Salesforce. Leverage Nonprofit Success Pack (NPSP): NPSP are Salesforce products built exclusively for nonprofits. You’ll have access to features for better donor management and fundraising. Event Management With the power of Salesforce for nonprofits and event management apps, you can centralize your planning efforts and design profitable events for your donors. Although you can use Salesforce built-in integrations to manage your event logistics and guests, we recommend integrating a native Salesforce App to extend your CRM’s functionality and maximize your event management experience. Event registration: Set up multiple ticket types, build tracks with unique sessions, and even add merchandise as an add-on using an interactive eStore interface. Guest experience: Build event agendas, share your event with friends through social media, and complete pre and post-event surveys to provide feedback to your event planning team. Logistic management: Track sponsors, keynote speakers, and venue arrangements within your CRM. Customize your app for different events like stakeholders' meetings, conferences, and even auctions. Fundraising campaign management Salesforce CRM helps you balance your fundraising efforts in a way that drives your campaign forward and builds long-term relationships with your donors. By using the right integrations, you can manage your fundraising strategies, like: Online fundraising: Customize your web-to-lead forms so that online donation forms transfer to any field in your database. Matching gifts: Matching gifts and tracking employer information on your donor profiles is possible with Salesforce CRM when you implement the right customization. Peer-to-peer fundraising With this integration, you’ll be able to transfer all your fundraisers and donor information into the CRM. It is important to find the right app that can map and streamline your data to Salesforce. You’ll have real-time data on your donors, how you’re collecting donations, and how you’re achieving your short and long-term fundraising goals. Marketing and communications With Salesforce, your nonprofit will be able to manage multiple communication channels comprehensively. You can take advantage of engaging channels, such as: Direct mail: Streamline your mailing efforts by creating personalized workflows and tracking responses in Salesforce. Social media Leverage social media channels like LinkedIn, Facebook, and Twitter to build an online presence. You can store donors’ profile information in your CRM to track their engagement with your posts. Email marketing: Emails can be your go-to medium for donation campaigns, newsletters, event marketing, and anything else that requires communication.
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