Over the last two decades, Salesforce has had a major impact on all major industries around the world. However, not all sectors are talked about regarding the benefits of Salesforce implementation. We often limit our discussions about Salesforce to sales, marketing, finance, IT, and other mainstream profit-seeking industries.
However, Salesforce helps nonprofits take a quantum leap and leverage their processes as well!
Salesforce CRM for nonprofits or Salesforce Nonprofit Cloud helps nonprofit organizations manage their databases and enhance their processes. It allows charitable trusts, NGOs, educational institutions, and other nonprofit ventures to embrace digitization with the help of a cloud-based CRM.
Before understanding how Salesforce CRM for nonprofits helps nonprofit organizations scale their ventures, let us briefly understand the Salesforce offering.
What Is Salesforce For Nonprofits?
Salesforce for Nonprofits is a Salesforce product designed specifically for nonprofit organizations. It uses its core CRM capabilities to help nonprofits enhance their processes and handle their records. It provides users with a centralized digital platform to manage valuable information regarding donors, volunteers, and campaigns run by organizations.
Organizations can get more traction and automate several manual processes by working with the right Salesforce nonprofit implementation partners. Like any business enterprise, a nonprofit can increase its productivity and fulfill its objectives using this Salesforce product.
Salesforce CRM for nonprofits provides CRM solutions to manage various important aspects, including fundraising, program management, marketing, engagement, and grants management. A single unified CRM allows you to streamline a plethora of different processes to improve your organization’s efficiency.
How Salesforce Helps Nonprofits Scale Their Organizations
Simply because nonprofits do not seek business profits, their need for expansion is often left out of related discussions. However, it is important to understand that nonprofit organizations need to scale their ventures to accommodate more volunteers and donors. They need to expand their reach to make a significant difference in society and get a step closer to their goals.
Here is how nonprofits can take Salesforce’s help in scaling their ventures:
Omnichannel Marketing
Salesforce provides all its users with robust marketing automation tools. With Salesforce CRM for nonprofits, you can reach out to your target audience across multiple channels, including email, web, social media, and more. The omnichannel marketing features help nonprofits create targeted marketing campaigns to spread their word in the industry.
Depending on the cause you support and the audience you want to cater to, you can use Salesforce to create and share promotional content across several platforms. Just like Salesforce helps businesses acquire and nurture leads, it helps nonprofits to cater to potential donors to have them on board.
A successful marketing campaign helps nonprofits raise more funds, hire more volunteers, and grow their teams to leverage their scale.
Fundraising Campaign Management
Salesforce CRM for nonprofits helps you manage your fundraising campaigns the way Salesforce helps profit-seeking businesses manage their sales campaigns. From conceptualizing a fundraising campaign to executing it, Salesforce guides a nonprofit organization every step of the way to get the desired results.
The CRM platform helps you take note of every funding source and the amount coming in from the same. It also helps you track the progress of your campaign and make necessary changes along the way if needed. With Salesforce Nonprofit Cloud, you can manage your fundraising campaigns across different campaigns and stay updated with them in real time.
Seamless Donor Management
Donors are the prime source of income for nonprofit organizations. Just like businesses need to maintain healthy customer relationships to thrive in the market, nonprofits need to maintain healthy donor relationships.
Salesforce CRM for nonprofits helps you nurture all your donors using a single unified platform. It often takes a lot of time for volunteers to receive funds from donors after approaching them. Similar to customers, donors go through different stages before finally making their contributions and coming on board.
Salesforce Nonprofit Cloud helps you track the journey of every donor your organization engages with. From the moment they are approached, the CRM platform helps your volunteers nurture them until they are onboarded well. Once they are onboarded, Salesforce stores all relevant details about your donors within your database. These details can be used to stay in touch with them and provide them with important updates about your organization.
Seamless donor management enhances your fundraising campaigns and stimulates grants management. It helps you maintain a holistic and organized record of all donors that can be accessed with a few simple clicks.
Generating Data-driven Reports
Along with executing fundraising and marketing campaigns, Salesforce CRM for nonprofits also helps you generate customizable reports. It helps you make sense of your records and gives you valuable insights into the same.
Nonprofits can use the CRM platform to generate data-driven reports at regular intervals using automated tools. These reports quantify your performance and help you understand how well you have done. From analyzing the key donation sources to assessing engagement on various media platforms, Salesforce reports are valuable assets that help you scale your organization well.
Personalized Donor Support
During their engagement journeys with your organization, your donors may encounter issues or queries that need to be resolved. Salesforce CRM for nonprofits helps you handle each of these cases to provide personalized support to your donors.
Salesforce lets you route the right case to the right service agent to offer quick and efficient support to your donors. The CRM platform helps you understand the context of the issue by giving you all the necessary details about the concerned donor and their relationship with your organization. This prevents your donors from waiting too long to resolve their issues as they interact with your nonprofit organization.
The Final Word
These were some of the most important ways in which Salesforce helps nonprofits scale their organizations. Nonprofit Cloud lets you make the most of your records and build healthy relationships with your organization's stakeholders. It helps you grow, prosper, and do your best to support the cause you truly believe in!
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