Struggling to Manage Your Nonprofit Fundraising Operations?


Salesforce for nonprofits

Fundraising is the lifeblood of your nonprofit organisation. Fundraising is an important factor in keeping your nonprofit running; it influences how you allocate programme resources, improve operational capabilities, and expand critical services to the communities and clients you serve.

As a nonprofit, you are more concerned with raising funds, donor engagement, donor management and tracking your actions. That also necessitates a significant amount of manual labour. Does this ring a bell?

In this blog post, we’ll show you why to manage your nonprofit fundraising operations with the Salesforce nonprofit success pack (NPSP). Before we get started, let’s talk about why data-driven fundraising is so important for nonprofits in today’s world.

Why Data-Driven Fundraising?

Nonprofits require consolidated data in today’s digital world to gain a complete picture of each donor, their interest, and why they give to your cause. All of this information contributes to a better understanding of the donor and the planning of better donor management and engagement. As a nonprofit, you must review donor contact information, add new contacts, remove old contacts, and update your activity history. To have a greater impact, consider broadening the types of information you collect about your donors and funders. To exceed their fundraising goals, many nonprofits collect and manage more types of data, such as volunteering information, organisational affiliations, and programme interest. In a nutshell, the more data you have, the more likely you are to make better decisions and achieve higher goals. Those nonprofits that use Salesforce NPSP to manage their funds and fundraising efforts achieve greater success.

What is Salesforce NonProfit Success Pack (NPSP)?

The Nonprofit Success Pack is a product suite designed specifically for nonprofit organisations that runs on Salesforce’s Nonprofit Cloud platform. Nonprofit leaders can use the Success Pack to consolidate disparate information and data on donors, clients, finance, marketing materials, and fundraising campaigns into a single shared-view CRM (Customer Relationship Management) platform. Through its rich Nonprofit-specific feature set, the NPSP incorporates several features aimed at increasing fundraising, such as:

Know and Manage Every Constituent and Donor

Salesforce NPSP allows you to learn key information about your constituents and donors in just a few clicks, ensuring that you reach them when and where they want to be reached. Every constituent and donor can be tracked and managed by tracking address, donation history, seasonal address, affiliations, donation type, and more. It provides you with a complete picture of your donors in just a few clicks.

Managing All Donations from a Single Location

Constituents contribute to your nonprofit in a variety of ways, from major gifts to donating their time. With the traditional model, everything is done manually by gathering data from various systems. This emphasises the need for a tool that can keep track of everything. Salesforce NPSP allows you to manage and track all types of donations, including grants, recurring donations, honour memorial gifts, in-kind gifts, matching gifts, soft credits, and partial soft credits, all within one CRM, Salesforce for nonprofits.

Powerful Reports and Analytics For Better Decision Making

NPSP offers nonprofit leaders over sixty pre-built out-of-the-box reports and dashboards to help them visually evaluate the performance of their fundraising campaign. Based on data, Salesforce for nonprofits reports and dashboards drive accountability and collaboration, allowing you to adjust your future actions and adapt to changing trends.

With built-in engagement tools, Plan your Moves Management Strategy

Nonprofits must be aware of their donors and constituents, as well as actively engage with them and develop a strong move management strategy that can convert prospects into donors. Salesforce NPSP gives you this power through its engagement management features, which allow you to create personalised, repeatable plans for engaging prospects, giving you a competitive advantage.

Integration of Apps

Nonprofits can now leverage payment processing solutions like Payment Services, which allows you to connect to your payment provider to process and manage payments, cancellations, and refunds, with Salesforce.org’s Elevate suite of products now integrated into Salesforce for nonprofits.

Nonprofit organizations achieving their desired outcomes with Salesforce NPSP

Webuters assisted in the transition of a nonprofit process from traditional to Salesforce NPSP CRM, which resulted in a number of changes, including simplified management of the donation life cycle from pledged to payment, donor engagement, improved management of single and recurring donations, and more powerful management of donors, tasks, deadlines, budgeting, payments, and reporting for future decisions.

The Nonprofit Cloud also provides a comprehensive set of online fundraising tools that connect you to an entire ecosystem of digital fundraising apps. Making it easy for you to track data from fundraising apps on campaigns, different types of donations, teams, donors, registrations, and tickets in real time.

Having the right Salesforce partner can help you get off to a good start or accelerate your internal efforts. Please talk to our Salesforce experts if you are unsure where to begin or which solutions will have the greatest impact on your nonprofit organisation.