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How to use Salesforce for Nonprofits

Stewart Balanchine - Sep 6, 2017 8:08:01 AM

What is Salesforce for Nonprofits?

Salesforce is a customer relationship management application which allows organizations to effectively manage their relations with their stakeholders. In the case of nonprofits these include individual, government and corporate donors, clients and beneficiaries, employees and volunteers.

Using Salesforce for nonprofits charities can monitor and synchronize all data relevant to their interactions with these stakeholders across the entire organization to maximize:

  • Their charitable income
  • Programs effectivenes
  • Resource allocation
  • Savings on associated costs

Available at a special rate for nonprofits, yet with all the features, Salesforce software enables the different departments of a nonprofit to coordinate, communicate and share vital data that will help them achieve the programs and fundraising objectives of their organization.



How Can Nonprofits Use Salesforce?

Nonprofit organizations are initiatives created to help members achieve certain goals that are not profit-oriented. To achieve these goals, they need a well-defined communication channels to make internal and external collaboration easy, that’s where Salesforce for nonprofits comes in.

Nonprofit organizations can access Salesforce through a charity concession in the form of its Nonprofit Success Pack. Nonprofits come in all shapes and sizes and it is essential that the system is tailored to each’s unique requirements.

By working with a partner nonprofits can get the system up and running faster, extending capabilities and focusing on integration and data migration ensuring that the software is implemented in a way that it is shaped around the requirements of an individual nonprofit organization. This enables the nonprofit’s teams to spend more time focusing on gaining insights, developing stronger communities and delivering impact.


Salesforce helps nonprofit organizations track and act on important data in channels like emails, Google Adwords, social media, messengers and calls.  When different departments can access the information, they have a snapshot of all aspects of the nonprofit’s relationship with all its stakeholders.

They can use this information to serve donors, volunteers and service users better, plan work shifts, manage campaigns and donations and plan events efficiently. Without this, the information would be scattered across platforms and departments making it more time consuming to retrieve and piece together.

Learn more about developing your nonprofit CRM Strategy with Salesforce

How to Get the Most Out of Salesforce

2. Collaborate from anywhere with integrated data

The main purpose of Salesforce is to ensure connectivity between internal and external aspects of the nonprofit business. In doing so, it unifies stakeholders like partners, volunteers, clients and employees through an accessible, mobile platform.

This enables them to make optimal use of data, automation, analytics and nonprofit tools which are part of the platform to deliver more personalized services and fundraising communications, strengthen relationships to nurture donors into repeat and more significant gifts, increase efficiency in service delivery and programs reporting.

Donor acquisition, retention and cross-team collaboration have all been cited as major challenges for charities. Nonprofits can use Salesforce to personalize their donor communications and build an ongoing relationship across all channels with a single platform through which employees from different departments can share information and partner to achieve consistent messaging and improved outcomes.


2. Optimize the use of social media

Many nonprofit organizations are resorting to social media to reach out to the masses, for advocacy, crowdfunding or service delivery. If you don’t respond to associates via social media they feel like you are ignoring them. Salesforce for nonprofits lets charities install social media apps so that staff can interact with people from all social media using one platform to monitor, engage and collaborate with individuals where they are online.


3. Monitor Interactions to improve performance

Tracking interactions with Salesforce gives nonprofit employees instant insight across the entire organization. Salesforce for nonprofits has analytics which display a variety of data dashboards. With these dashboards, managers and key staff can easily scrutinize data, view revenue funnels to make tactical decisions on what opportunities to explore and what resources to use to achieve strategic objectives.


Learning how to use Salesforce effectively empowers nonprofits to make maximum use of the system capabilities. Finding the right partner to assist in implementation is important for the nonprofit to be able to shape Salesforce around their organization and specific needs.

Salesforce is not just a tool for fundraising development but should be applied across the organization to create, process, store, retrieve, update and analyze data from different sources and avail this data to stakeholders to improve the quality of lead generation, volunteer management and programs delivery for better outcomes.

Does your Nonprofit Organization Really Need a CRM?

Find out why you do, how to develop your CRM strategy to improve productivity across your teams, save time and maximize your fundraising pipeline.


Discover Salesforce for Nonprofits CRM

Complete CRM Handbook for Nonprofits

Topics: Nonprofit

Stewart Balanchine

Stewart Balanchine

Stewart former Director of Market Development and Innovation - Inbound Marketing Strategies and Educational Technology Platforms at Cetrix Tech is now directing our Salesforce Higher ED solutions. An evangelist of 21st century Education Technology, he is a regular contributor in this blog. He writes to share ideas in helping others in the transformation process and tackles technology integration in the active learning process in depth.

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