Salesforce is the most comprehensive CRM software as well as a very popular solution for all nonprofit businesses. Salesforce helps so many companies in the world with its solutions for sales, marketing, and many more. Salesforce helps nonprofits organizations with a full range of exclusive features.
Salesforce CRM can be a powerful tool in constituent and fundraising campaigns if it can be used properly.
A registered Salesforce Partner can assist any Organization by providing the right way to touch the goal. Through the built-in Salesforce features and integrations, Salesforce can enhance the strategies of the nonprofits.
Salesforce For Constituent Management
It is the most important task for any nonprofit organization to be on the top with all the apologists’ information and then drive more effective fundraising and engagement strategies using those data. Without constituents, an organization might not be able to proceed with the mission through fundraising campaigns, volunteer work, or advocacy initiatives. Following are the few strategies for the better donor, volunteer, and other types of constituent management using Salesforce.
Salesforce’s nonprofit products Salesforce offers “re-imaginations” which are built exclusively for nonprofits. Salesforce’s ‘nonprofit success pack’, provides access to Salesforce pre-configured CRM to meet all the needs of donor management and fundraising.
Custom fields and relationships Custom fields, objects, relationships, and other elements can be added to the CRM in a very easy and user-friendly way. By creating unique data sets, a user can see a more international view of the constituents.
Web-to-lead features Salesforce web-to-lead feature automatically converts online forms into lead profiles in the CRM. As a result, anyone who signs up for more information online will instantly be logged in.
Proper constituent management can also inform the user about the fundraising strategies, specifically how you incorporate important elements like corporate giving.
Salesforce For Event Management
For many nonprofits, fundraising events are the foundations of fundraising efforts. Whatever the event’s volume, the organizer needs to manage many things like logistics, guests, marketing, and many more. Event management features in Salesforce provide a holistic view of the efforts of the organizer and make all event-related tasks easy.
Event Registration An interactive eStore interface makes the registration process simple and easy. It provides a fully customized intuitive registration process.
Logistics Management An organizer can track speakers, sponsors, venue arrangements, and other necessities within the Salesforce CRM.
Guest Experience Salesforce empowers guests to build and manage their own agendas, share the event with friends or connections through social media, and provide valuable feedback to the event team.
Salesforce For Fundraising Campaign
To keep the mission moving forward, a nonprofit organization needs to create different ways to bring funds. The efforts generally integrate different fundraising techniques and strategies, from hosting fundraising events to maintaining long-term donor relationships to simply setting up an online donation form. Salesforce CRM helps organizations balance all of the fundraising efforts in a way that drives the campaign forward.
Online Fundraising Online fundraising system makes the process easy to accept gifts on the website. An organization can customize the web-to-lead capture so that online donation form data appropriately transfers to any field in the database.
Matching Gifts Matching gifts are a vital part of the nonprofits’ fundraising strategies. Salesforce helps with this tool too. An organizer can manually track employer information on the donor profile, but for best results, a customized Salesforce integration is very much needed.
Peer-to-peer Fundraising This function enables the organization to transfer all the fundraiser and donor information into Salesforce. As peer-to-peer fundraising is unique, it is important to find an application that can map the data to Salesforce in a managed way. The organization can easily track the fundraising details within Salesforce, so measuring the short and long-term goals become easy.
Salesforce For Marketing and Communications
Marketing and communicating play an important role in the overall fundraising and donor engagement strategy. There are so many channels through which a marketer can communicate, but it is difficult to select the right marketing platform so that the nonprofit organization can connect with the supporters and track the efforts. Salesforce nonprofit can help to reach out to the targeted goal. Salesforce CRM manages marketing and communications in a compressive way, taking advantage of all the most relevant, engaging channels. Few examples are like…
Email Marketing Email marketing is the most universal marketing medium. Email marketing helps in promoting newsletters, donation solicitations, acknowledgments, event marketing, and any virtual thing. Salesforce helps in template selection and automation and customizes the mail according to the recipient’s list.
Social Media Nonprofit’s web presence relies on active social media profiles and reaches out to supporters on all social media like Facebook, Twitter, Linked In, etc. CRM helps to store the constituents’ profile information so that the marketer can keep track of their interactions and manage posts all in an effective way.
Direct Mail Direct mail also takes a large part in the marketing process. A marketer can streamline the snail mail efforts by creating unique direct mail workflows and tracking responses in Salesforce.
Salesforce For Reports And Dashboards
Salesforce for nonprofits has a wide range of built-in reporting tools to help in making different data sets. Following are a few examples of how Salesforce reports can help a nonprofit organization to break down data..
Donor Acquisition A marketer can measure the number of donors engaged during the last fundraising campaign by running reports on new leads. These processes can even be automated to run on a schedule that keeps the marketer or the organization updated regularly with no extra efforts.
Fundraising Progress A marketer can set this dashboard on the Salesforce home page so that it can always show the revenue the organization has earned towards the end goal.
Survey Responses It is a great way to measure engagement. Surveys can help the organization by providing a large amount of data at once. The organization can run the data and generate dashboards for all the information with the help of Salesforce.
Digital Marketing Manager at Cloudvandana Solutions