Cetrix Blog

What are the Benefits of Salesforce for Nonprofit Success?

Stewart Balanchine - Sep 17, 2017 5:40:16 AM

Effective Nonprofit Management

When considering a CRM for your nonprofit business, it is undoubtedly necessary to ensure that the software is as effective at helping you manage your business as it is affordable.

While a nonprofit business has to be run differently than its for-profit counterparts, the pivotal aspects of a successful business are still applicable priorities. These facets include keeping the business organized, accessible, and financially stable.

1. Salesforce Keeps Your Nonprofit Business Organized

In addition to being able to help your company identify and categorize leads and clients, Salesforce for Nonprofit has built-in functionality that helps your nonprofit to design workspaces for everyone involved.

For instance, if you only want certain parts of your team to view specific things, you can create team-based or even personalized views and dashboards.

This article from Donor Search lists the imperatives when choosing a CRM for a nonprofit business and lists the ability to keep your business needs and staff organized as one of the major necessities.

Even when the functionality you’re in need of isn’t included in the basic Salesforce software, you can request these individual coding changes.

Salesforce published an article on added value to nonprofits, revealed through a partner survey, in which nonprofits stated that Salesforce made it easier for them to do their job and showed further results including the following:

 

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2. With Salesforce for Nonprofit, you are Provided Support

Salesforce offers a partner program that helps you keep closely connected with its support staff. This means that you’ll never struggle to understand layouts, dashboards, or functionality because assistance is always within reach. You’ll be connected to everything that other partners have already implemented giving a vast backlog of previously solved issues from which to choose and quickly deploy answers to problems and technical difficulties.

 

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A Connected Nonprofit

Furthermore, you can connect Salesforce with third-party applications and tools. In this article, the importance of choosing a CRM enabling you to integrate your CRM with existing website and systems is highlighted. Being able to connect to third-party applications and programs will help you do this. You can connect email platforms, optimizing tools, and more to help your nonprofit run smoothly.

3. Salesforce is Affordable for Nonprofit Organizations

Salesforce has over 32,000 nonprofit organizations benefitting from its software. Additionally, these organizations benefit from the fact that Salesforce understands the imperative nature of affordable programs and products for nonprofit organizations.

This is why Salesforce has created “The Power of Us Program” to help nonprofits. This nonprofit and higher education organizations is focused on those with 10 donated Salesforce subscriptions as well as discounts on other subscriptions and services.

Download everything you need to get your nonprofit started with CRM

To determine if The Power of Us Program will work for your nonprofit business, take the following steps:

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4. Your Nonprofit Organization Will Benefit from Salesforce’s Nonprofit Success Pack (NPSP)

Salesforce states that the NPSP helps “turn the #1 CRM into the #1 CRM for nonprofits.” The NPSP helps you get access to donors and those that will help your nonprofit business thrive. It also helps you find the important balance between seeking donations and volunteers and fulfilling the desires of your nonprofit’s mission statement. The NPSP also helps connect users and contributors from all over the globe so you have access to the solutions that others have already created as the hiccups that you may encounter have most likely been encountered and previously solved and the fix logged.

The following shows some of the benefits of the Nonprofit Success Pack:

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Make the Right Choice for Your Nonprofit Today

When managing a nonprofit organization, your daily choices can directly affect those that you’re trying to impact, so choosing a software program that is going to deliver proven, reliable results is a great place to start. 

Download: How to Become a Connected Nonprofit

  • Is it time to invest in a CRM?
  • How CRM will improve your NGO productivity
  • How to build a CRM strategy
  • Maximize your ROI
Download

Everything You Need to get Your Nonprofit started with CRM

Download Your CRM Handbook - Nonprofit Edition

Topics: Salesforce for NonProfits

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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