How to Customize Salesforce for your Nonprofit

Posted by 360 Degree Cloud on January 15th, 2021

A popular solution for ‘for-profit’ businesses, Salesforce has earned its place as one of the most comprehensive CRM software options on the market. With so many companies relying on it for sales, marketing, and more, you’re probably familiar with Salesforce to some extent - but did you know that your nonprofit can also take advantage of the full range of Salesforce features too?

Salesforce can be a powerful tool in your constituent management and fundraising arsenal if you know how to maximize the use of this robust CRM. The Salesforce Nonprofit Cloud is a great suite of tools and features for nonprofit organizations, especially when it comes to keeping a record of standard non-profit activities like raising money and marketing strategies.

Let’s dive deeper to find out how you can customize Salesforce with the help of professional Salesforce customization services to pump up your nonprofit campaigns and win more supporters and patrons.

The Salesforce Nonprofit Success Pack

The Salesforce Nonprofit Success Pack is a free solution by Salesforce for accommodating the needs of nonprofits. The solution helps in organizing and objects and fields of the CRM, allowing the nonprofits to track donor accounts, contacts, potential opportunities, and fundraising campaigns.

Integrations to Configure Salesforce for Nonprofit

When configuring Salesforce for your nonprofit organization with a Salesforce platform certified developer, simply considering your nonprofit’s CRM needs won’t help. You need to look into your organization’s fundraising and marketing strategies. The good news is that various tools and integrations can meet your needs and can be used for configuration.

1.  Donation Tools

These are the online solutions that can help you collect funds from your supporters to help support your mission. When your donation tools are integrated with your Salesforce Nonprofit Cloud, you’re able to launch and run Salesforce-powered fundraising campaigns. Manually entries for every donation that your nonprofit receives into your CRM are time-consuming and inefficient. Ensuring a successful integration will help automate this reporting, automatically filling out individual donor profiles and campaign data.

2.  Peer-to-Peer Fundraising

Peer-to-peer fundraising is another form of fundraising that not only raises money for your organization but helps expand your donor base at the same time. With this, your supporters can easily create their custom fundraising pages and can raise money on behalf of your organization. This is a great way to expand the network of your nonprofit organization by allowing your supporters to partake and invite their friends, family, and online connections to donate for the cause you are supporting. This also gives them a sense of belonging to a larger community, which is invaluable.

3.  Digital Marketing

Digital marketing is what helps pull a lot of your nonprofit’s strategy together.

It helps you spread awareness about your campaign that could gain you the attention of the supporters, which will ultimately result in more funds.

Connecting with a Salesforce integration consultant for integrating Salesforce Nonprofit Cloud with digital marketing strategies allows you to:

•      Send personalized emails to your supporters
•      Post on social media platforms to inform followers of upcoming activities
•      Update your website or blog with the newest trend in your sector
•      Conduct surveys to know people’s perspective towards the causes you support

When your digital marketing is an integrated part of your software ecosystem, you open up access to an assortment of powerful and time-saving features. For instance, you can segment your supporters by various commonalities, like their location or preferred method of giving, to create more personalized outreach strategies and reduce friction in giving.

Work Hard for a Cause with the Power of Salesforce

Each non-profit is unique and will have different configuration requirements.

Salesforce can be the force-multiplying tool for your nonprofit organization once it is configured to suit your on-ground operations. Get in touch with Salesforce CRM development services and find out everything that could bring you more supporters, ultimately getting you more donations for a great cause.