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Salesforce Nonprofit Cloud: Building stronger constituent relationships

Harnessing customer relationship management tools to build and nurtures bonds has become indispensable to any organization—including nonprofits. Salesforce, the world’s leading customer relationship management (CRM) provider, offers a Swiss Army-like solution for the nonprofit sector. Salesforce Nonprofit Cloud empowers nonprofits to build, manage, and grow lasting relationships with their donors, volunteers, and constituents.

Understanding Salesforce Nonprofit Cloud

Nonprofit Cloud is more than just a CRM—it’s a full-fledged suite of tools and applications that offer unmatched flexibility, scalability, and security. What’s more, the CRM frees your nonprofit to focus on your mission instead of the intricacies of IT management. And it fits seamlessly with Salesforce’s vast ecosystem of applications and third-party solutions—giving everything you need to operate at peak performance. Plus, the flexibility to tailor your solution as your nonprofit changes and grows.

Salesforce Nonprofit Cloud and Constituent Relationship Management

Salesforce Nonprofit Cloud also functions as a constituent relationship management tool. It lets your nonprofit to track and manage all constituent interactions in one place—instead of multiple spreadsheets on different people’s desktops. Nonprofit Cloud replaces spreadsheets with a more streamlined approach. So your organization can focus on what matters most: building relationships and doing more good.

Salesforce Nonprofit Cloud Benefits

Gain a 360-degree View of Your Constituents

Nonprofit Cloud gives your organization a holistic view of constituent data and touchpoints. This 360-agree view gives you insight into the people you are trying to reach. It also helps you spot opportunities where you can improve your approach. Knowing where things are going well (and where they aren’t) can help shift your engagement and  fundraising strategies.

Also, instead of using multiple tools or switching between complicated systems, Salesforce Nonprofit Cloud enables you to manage all constituents, like volunteers, donors, beneficiaries, and advocates, in a single location. You can save hours by no longer having to make sense of email threads. Or, wondering which spreadsheet is the right one. Or pinging your coworkers for files sitting on their computers or locked away in their cloud drives.

Tailored Communications

Capture and record every interaction, including donation history, event attendance, communication preferences, and engagement. Use this information to personalize communications at scale and inspire giving and action.

Salesforce Nonprofit Cloud Features

Salesforce comes equipped with features to help nonprofits build rock-solid relationships. One of the best ways nonprofits can unlock the value of Salesforce in with the Nonprofit Success Pack. Salesforce offer 10 FREE licenses to eligible organization.

The Power of Us Program gives eligible nonprofits and education institutions access to Salesforce products and resources to expand their impact.

Nonprofit Success Pack (NPSP)

The NPSP is a customizable, out-of-the-box solution that provides nonprofits with the basics of nonprofit management, including donor management, volunteer coordination, and grant tracking.

Fundraising: NPSP accelerates fundraising efforts. It centralizes donor information, simplifies personalized interactions, and provides valuable insights into donor behavior. Use it to manage recurring donations, forecast revenue, and visualize fundraising performance in reports and dashboards.

Constituent Data Management: Salesforce Nonprofit Cloud offers advanced data management features that enable nonprofits to create a 360-degree view of their constituents.

Predictive Analytics: Salesforce Einstein, an AI-powered tool, helps nonprofits predict future trends and behavior, tailor their outreach strategies, and make data-backed decisions.

Personalized Communications: Nonprofit Cloud lets organizations create and send personalized messages to their constituents based on their preferences and interaction history.

Collaboration Tools: Features like Chatter, a secure social network for business, simplifies communication within nonprofit teams and with their constituents.

Salesforce can also bring your data, tools, and processes into Slack, a powerful collaboration tool that reduces friction and toggling between third-party systems. Save time and precious mindshare by slashing the negative effects of context switching, and watch your teams’ productivity soar.

Benefits of Using Salesforce Nonprofit Cloud for Relationship Building

Salesforce helps your nonprofit raise more money and make a bigger difference while building lasting connections with people. Heres’ how:

Get Unified View
Salesforce Nonprofit Cloud is like having a birds-eye view of a forest, being able to see every tree, leaf, and twig. It lets nonprofits capture all supporter information and interactions in one place, so they can build meaningful relationships with their supporters.

Insights to Grow Income
Easily find and trust the information at your fingertips. Nonprofit Cloud helps organizations make smart choices with advanced analytics and clear performance reports.

Tools for Fundraising and Revenue
Think of Salesforce Nonprofit Cloud like a big toolbox with tools for many tasks. It helps nonprofits find different ways to raise money and keep track of it all in one place.

Modernizing Major Giving
Find and take care of major donors quickly and in a set way. Free your team to can spend more time donors to make them feel valued and a big part of your goal.

Simplifying the Grants Process
Nonprofit Cloud helps with the entire grant process like sending requests, finishing tasks, and sharing results. With Salesforce, all the information and steps you need are right there, making getting a grant straightforward.

Flexible Pricing
Salesforce Nonprofit Cloud offers pricing that cater to your nonprofit’s needs and capacities.

Case Study: Nonprofits Successfully Using Salesforce Nonprofit Cloud

Let’s explore a real-world case study to highlight the transformative impact of Salesforce Nonprofit Cloud.

American Red Cross Enhances Outreach and Disaster Response with Salesforce

Faced with the challenge of effectively managing relationships with volunteers, financial donors, and blood donors, the American Red Cross turned to Salesforce. The organization consolidated information from 150 national partners and over 500 local field units in the Salesforce Sales Cloud. This integration made it simpler to build and nurture relationships, acknowledge efforts, and spread the word during emergencies.

Salesforce has proven to be a crucial component of the Red Cross’s community outreach. It empowers the organization to measure the effectiveness of its outreach, gather and analyze critical data, and convert these insights into actionable strategies.

buildOn’s Transformation with Salesforce

buildOn, an organization that seeks to break the cycle of poverty, illiteracy, and low expectations in under-resourced schools in the US and developing countries, partnered with Salesforce to better manage its programs, volunteers, and fundraising efforts. Using Salesforce’s Nonprofit Cloud, buildOn managed its complex, chapter-based organizational structure across the US and around the world. They also implemented the Nonprofit Success Pack and integrated Salesforce applications such as Classy and Form Assembly.

The introduction of Salesforce led to a 75% increase in total giving, a 22% increase in individual donors, and a 25% increase in total gifts. Since 2014, they have raised $13.2 million and managed 55,000 unique donors.

How to Implement Salesforce Nonprofit Cloud in Your Organization

Implementing Salesforce Nonprofit Cloud in your organization can feel like piecing together a jigsaw puzzle. It may seem challenging initially, but once you understand where each piece fits, the picture becomes crystal clear.

Define your requirements
This is the stage where you lay out the border pieces of the puzzle. First, think about what your organization needs from a CRM system. Consider your mission, your goals, and your existing systems and processes.

Design and configuration
Now, it’s time to put in the central pieces of the puzzle. Work with a Salesforce implementation partner (like SaltClick) to design your Nonprofit Cloud to your needs. This is like setting up the framework of a house, carefully laying the foundation, raising the walls, and placing the roof.

Data migration
Next, you have to fill in the gaps in your puzzle with your existing data. Moving data from your old system to Salesforce is similar to transferring your belongings to a new house. It’s crucial to make sure everything is packed up neatly and correctly so nothing is lost or damaged in the move.

Testing and validation
Just as a home inspector would scrutinize a property before purchase, testing your new system ensures it works as expected and meets your organizational needs.

Teach your users how to use new tools. When people are uncomfortable with technology, they will find workarounds and not get the full value of a tool. Salesforce consultants can help your team master Salesforce Nonprofit and help you see the most value from your investment.

Like the grand opening of a new business, it’s time to go live. But remember, even after the grand opening, you need to be ready for adjustments and improvements based on feedback and experience.

That’s where our Managed Services step in. We’re always here to help if you need us. We make sure your team feels confident using Salesforce and the tools they touch every day.

Tips for Maximizing the Impact of Salesforce Nonprofit Cloud on Constituent Relationships

Using Salesforce Nonprofit Cloud to build stronger constituent relationships requires careful nurturing, regular attention, and the right tools.

  • Segmentation: Group constituents based on their needs and characteristics.
  • Personalization: Tailor your communication and interactions to meet each constituent’s needs.
  • Automated workflows: Automate your processes to save time and focus on high-impact activities.
  • Analysis and reports: Regularly review your efforts to understand what’s working and what isn’t.

Build Stronger Constituent Relationships with the Help of SaltClick

Salesforce Nonprofit Cloud is more than a tool—it’s reimagining your approach to relationship building. Much like smartphones have transformed how we communicate and access information, Salesforce Nonprofit Cloud can transform how you interact with your constituents.

Ready to elevate your constituent relationships?

Team up with SaltClick today.

Achieve your business goals with SaltClick

Get in touch to learn more about our Salesforce solutions and how we can help you.

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