Salesforce for Nonprofits

Salesforce has created the Nonprofit Success Pack (NPSP) so that nonprofits are up and running quickly with rich functionality out of the box. Organizations of all sizes can manage contacts and households, donations, volunteers, and grants. It also can track relationships between contacts and recurring donations. It is built on the same powerful platform that you would find in many Fortune 500 companies.

Donation Management
Track donation history and associate each gift with a contact within a specified household or company. Easily report on pledged gifts vs. received gifts, and track interactions with prospective donors.

Grant Management
Track each step of the process from inquiry all the way through being awarded a grant. Monitor grant cycles and gain a more complete view of when report due and award dates. So, if a grant is being awarded in incrementally, you can easily see how much has been awarded already, and plan for expected awards.

Event Management
Easily manage responses and attendee records and link event information to the record of the attendees. You can even integrate Eventbrite with Salesforce so that every registration is instantly noted in the profile of the potential donor.

Constituent Management
There is nothing more important for your development team than having a great relationship with donors and potential donors. In Salesforce, you can track how each person is affiliated with your organization, and even how they are affiliated with one another. This enables a more holistic approach to communicating with the people that invest in your mission. Salesforce enables nonprofits to track relationships with donors, resources, volunteers and programs. A constituent can be a donor, volunteer and a program participant and Salesforce manages these complex relationships. Before reaching out to a potential donor, you can easily view their information to understand how they fuel your organization success.

Memberships
The membership module contains the functionality that you might expect, such as Membership start and end dates and Membership Levels (Gold, Silver and Bronze). It also provides an additional rollup capability, where the rollup collects donation information from related Membership Opportunities and aggregates it. For example, if a person has two Memberships with two different groups, the person record would show the amount donated to become a member and those two amounts would be added together.

Volunteer Management
Monitor the availability of your volunteers in real-time and easily reassign people to be best utilized where your needs are greatest. You can set rules to prevent people from signing up for an event after it is full and set up an automatic alert so you can open a new sign up page for volunteers.

Analytics & Reporting
With the analytics and powerful reporting  Salesforce tools, you immediately can monitor trends and take action. Integrate outside data into Salesforce seamlessly if you need.

Automation
Use Salesforce’s powerful automation tools to alert you and maximize how you can use your resources. These tools include: approval processes, alerts, actions to be taken, tasks assigned and updating and creating records as part of a workflow.

Power of Us Hub
Part of the beauty of the NPSP is that it’s backed by the Power of Us Hub, which is an online community of more than 25,000 dedicated Salesforce.org users. This active community of nonprofit users understand how to use Salesforce for nonprofit better than any other group in the world and they are there to help find solutions and answers to your questions.

AppExchange
Most nonprofits are already using tools to help with activities like mass email and event management, and in some cases your organization may want to leave these tools in place to compliment your CRM. As the world’s leading business app marketplace, the AppExchange provides plugin solutions to link your existing resources and enable new functionalities. For nonprofits, many of these apps are free or discounted.