Salesforce offers an incredible range of functionalities, making it difficult to find which features are most relevant to a nonprofit’s goals and processes. It is a powerful tool with vast potential, which can be both exciting and intimidating. For nonprofits that have yet to embrace a digital transformation, or for those not satisfied with the current level of automation in your organization, here are seven reasons why Salesforce is right for any nonprofit organization.
1. Salesforce is Free for Nonprofits
Salesforce offers 10 free subscriptions for eligible nonprofits as part of its Power of Us program. The subscriptions are for Salesforce Enterprise Edition CRM Lightning. This is part of Salesforce’s push to make the platform more accessible to mission-focused organizations. The program provides upskilling resources to help nonprofits get the most from subscriptions, as well as sizeable discounts on additional Salesforce subscriptions, products, and events. To be eligible for the Power of Us program, simply present legal documentation to prove that the organization is “recognized as charitable, nonprofit, nongovernmental, educational, or social change organization in the country where the charter is held.”
2. It Enables Automation through Salesforce Nonprofit Success Pack (NPSP)
The NPSP is a flexible package that Salesforce offers to nonprofit organizations (of any size) to automate their processes, manage programs all in one place, and run nonprofit organizations more efficiently. A few of the most useful features include:
- Seamless volunteer management
- Customizable reports and real-time dashboards
- Supporter engagement monitoring
- End-to-end donation cycle management
3. Salesforce is Easy to Use
Over the years, Salesforce has invested millions of dollars making its software accessible, intuitive, and easy to roll out. Thanks to the NPSP and other nonprofit-focused initiatives, the majority of first-time users are able to learn the software with relative ease. Some layers of customization are simpler than others, which is why some nonprofits work with digital partners like Wipro to maximize the functionality of the software.
4. An Existing Nonprofit Salesforce Community
More than 30,000 nonprofit organizations around the world use Salesforce. These organizations vary in size, complexity, and missions. Examples of nonprofits that have embraced the platform include:
- ASTRiiD - A charitable organization that helps people with long-term illnesses and conditions find meaningful work. The nonprofit uses Salesforce to create hyper-visual dashboards of real-time performance and segment data, enhancing the ability to match the right people with the right jobs.
- Progress Educational Trust - An independent charity with a vision to improve choices for people affected by infertility or genetic conditions. The nonprofit uses Salesforce to consolidate all digital processes into one centralized place and automate many tasks that were previously manual.
- Social Investment Business - A UK charity that offers loans, grants, and other financial products to charities and social enterprises as a way to help improve people’s lives. With Salesforce, the nonprofit can manage investee data in a central location and leverage a custom loan book app to manage all aspects of funds, payments, interest rates, and loan drawdowns.
5. Salesforce is Suitable for Any Nonprofit Activity
While Salesforce offers products that accelerate implementation of certain features, (e.g. NPSP for fundraising and supporter engagement), as a software platform it can be configured to manage any organizational process. For example, it has capabilities for a custom app to manage day-to-day service delivery. Additionally, many third-party apps integrate natively with Salesforce for specific functions, such as Project Management, or HR.
6. Salesforce Increases Engagement
First, Salesforce enables a nonprofit organization to have a single source of truth for all supporter data - ensuring consistency and clarity in success reporting. Second, it provides the ability to track all channels of engagement in one place, enabling targeted and personalized future engagement with each individual.
Products like Salesforce Community Cloud and Marketing Cloud take this to the next level by providing access to a branded space where supporters can ask questions, take part in initiatives, access resources, and have the ability to carefully curate the journey.
7. Salesforce Integrates With Existing Tools
Pre-built connectors already exist for a huge variety of commonly used tools and apps, like form/survey tools, campaign- or event-management apps, or even finance systems. These can often accelerate the process of integrating tools with Salesforce without the need to write any code. If this isn’t the case, digital partners can create custom APIs to automate moving data between third-party tools and Salesforce.
What Benefits Would Salesforce Bring to a Nonprofit Organization?
All of these reasons to use Salesforce come from our dedicated nonprofit growth team at Wipro. This team consults exclusively with nonprofit organizations to help find and use the right technology for their mission. Salesforce can be used out of the box or customized for specific processes – wherever the greatest value lies for the organization in terms of automating and digitizing. The biggest benefits our clients see every day include:
- The convenience and security of hosting data on a cloud platform, allowing employees to securely access data from anywhere via the web or mobile.
- The efficiencies and added insights unlocked by hosting processes in one central system, allowing total visibility of the fundraising pipeline or a dashboard view of the organization’s impact on the beneficiaries.
- Processes can be automated wherever possible, transforming, copying and pasting between spreadsheets, or reconciling row after row into a process that runs behind the scenes.
- Finally, moving functions into Salesforce future-proofs the organization, helping with regulatory compliance and staying ahead of technological trends that supporters or beneficiaries expect from organizations they support.
To learn more about the Salesforce Nonprofit Success Pack (NPSP), click here. To read more about Wipro’s nonprofit practice, click here. If you want to know more about how Salesforce could specifically benefit a nonprofit organization, get in touch with the team.