Salesforce for Nonprofits Archives - gettectonic.com - Page 3
Salesforce Success Story
25Mar

Case Study: Salesforce Nonprofit Success Pack Configuration Correction

A Community Foundation located in the Northwest United States supported by donors / members that provides philanthropic leadership in the Northwest through awarding of grants and sponsorships to nonprofit organizations, student scholarships, and the coordination of collaborative responses to the region’s complex needs had an improperly installed Salesforce Nonprofit Success Pack. Salesforce Nonprofit Success Pack Configuration Correction case study. Industry: Nonprofit Problem: Nonprofit client uses Salesforce NonProfit Success Pack to maintain member data and associated donation records, but the solution was originally configured incorrectly, resulting in: Implemented : Our solution? Tectonic performed analysis on the existing Salesforce NonProfit Success Pack solution and identified errors and made improvements.  The following activities were performed during the project: Results: Salesforce offers customized solutions for the nonprofit and NGO industries, assisting companies in this field to provide outstanding donor and member experiences, optimize workflows, and spur expansion to further extend the reach of their good works. These solutions make use of the Salesforce Nonprofit Success Pack to improve communication, organize data, and provide a customized experience. Salesforce offers digital transformation technology for NGO, religious instutions and Nonprofit industries. If you are considering a Salesforce nonprofit implementation, contact Tectonic today. Like2 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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March 25, 2024in Salesforce, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Success Stories
Introducing the New Nonprofit Cloud
20Mar

Technology for a Human-Centric Impact: Introducing the New Nonprofit Cloud

In times of disaster or need, it’s not technology that distributes supplies or ensures access to fundamental rights—it’s people. Nonprofits, whether large or small, work alongside individuals, partner organizations, government agencies, healthcare providers, volunteers, and staff to drive community and planetary improvements. From large-scale disaster responses to community food drives, real change and impact come from collaborative efforts, not isolated actions. Introducing the New Nonprofit Cloud for today’s NGOs. Salesforce’s vision for nonprofits has always been to empower impact makers with the best technology. Technology should be a critical enabler that brings people and organizations together, scaling those moments of impact. Breaking Down Barriers for Greater Impact Salesforce aims to simplify operations for the nonprofit sector by breaking down information silos within organizations and among local or global partners. Achieving greater impact collectively requires collaboration with stakeholders, information sharing, and effective data utilization. Salesforce collaborated with partners and nonprofit peers to address four key priorities: Introducing the New Nonprofit Cloud With these priorities in mind, Salesforce has announced a new vision for Nonprofit Cloud—a suite of nonprofit technology solutions built specifically for the sector. For the first time, instead of layering nonprofit applications on top of the platform, Salesforce is building directly into the core, unlocking innovation across all Salesforce industries. The new Nonprofit Cloud aims to address all goals in a single solution. For over two decades, Salesforce has worked with its community and partner ecosystem to deliver purpose-built packages on top of the Salesforce platform. Together, they have built more than 14 software packages, anchored by the Nonprofit Success Pack (NPSP), which is used by thousands of organizations. Salesforce will continue to support existing offerings like NPSP, Nonprofit Cloud Case Management, the Program Management Module, and more. Today, we have the thrill of Introducing the New Nonprofit Cloud However, Salesforce is now offering a new solution to nonprofit organizations with reimagined program management, case management, outcomes, marketing engagement, and fundraising in one package. The next generation of Nonprofit Cloud, available today, focuses on delivering programs and case management, leveraging the full power of the Salesforce platform. Fundraising and outcomes will be integrated into this solution later this year. Faster and Easier Access to Nonprofit Technology Supporters measure organizations by their impact, and the goal is to focus on driving that impact, not piecing together data from different systems. This new approach provides a faster and more unified way to drive impact by consolidating stakeholder experiences from across organizations and partners. The new Nonprofit Cloud unifies programs, fundraising, engagement, and outcomes, giving easier and faster access to innovations from across all of Salesforce. This connection to Salesforce’s portfolio of best-in-class solutions enhances the ability to make data-driven decisions swiftly, focusing on what works and where changes are needed. Greater Cross-Sector Impact – Introducing the New Nonprofit Cloud The new Nonprofit Cloud is designed for whole-person care. By building Nonprofit Cloud directly into the Salesforce platform, it’s easier to adopt technology used in other industries, such as Health & Life Sciences and the Public Sector. This integration reflects how jobs are actually done—working with program participants, their families, governments, healthcare organizations, and other nonprofits to ensure everyone achieves their goals. This fosters better cross-sector engagement and impact for all served. Impact is Driven by Everyone Behind every relationship, person, or program is data. When these data points are combined, they can be learned from, validated, and traced throughout the process. With the reimagined Nonprofit Cloud, Salesforce is building every component with outcomes in mind, partnering with the customer community to determine critical data to capture. This simplifies outcome measurement, reduces the need for heavy customization, and standardizes the process. Introducing the New Nonprofit Cloud Starting with programs and case management, available today, Salesforce will soon add outcomes, engagement, and fundraising, connecting them to all future innovations. The Power of Us Program Salesforce remains committed to giving 1% of equity, product, and employee time back to its communities through the Power of Us program, which grants qualified nonprofit and educational organizations 10 free technology licenses. The new Nonprofit Cloud innovation will be included. Salesforce will also continue to support existing licenses and paid nonprofit offerings, including the Nonprofit Success Pack (NPSP). This new approach for the nonprofit sector has been successfully used by other industries within Salesforce for years. Salesforce is dedicated to continuing investment in best-in-class nonprofit technology to help achieve significant and lasting impact. Connect with Salesforce Ready to implement Salesforce Nonprofit Cloud to streamline operations and amplify impact? Connect with Salesforce experts for more information. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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March 20, 2024in Salesforce Nonprofit Cloud
Which Industries Use Salesforce
15Feb

Which Industries Use Salesforce?

Salesforce’s comprehensive industry solutions cater to specific needs across a wide array of business sectors, making it a crucial tool for businesses seeking tailored CRM solutions. Its adaptability and industry-focused approach have contributed to its widespread adoption across various domains.

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February 15, 2024in Salesforce Automotive Cloud, Salesforce Communications Cloud, Salesforce Education Cloud, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Government Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Manufacturing Cloud, Salesforce Media Cloud, Salesforce Public Sector Solutions
Salesforce for Charities
08Feb

Salesforce for Charities

Salesforce Nonprofit Cloud serves as a comprehensive solution encompassing fundraising, program management, grant management, marketing, and donor management for nonprofit organizations. Salesforce for Charities enables the measurement, tracking, and updating of data across all facets of nonprofit operations and management. Within the charity and nonprofit sector, Salesforce Nonprofit Cloud is highly favored, boasting a clientele of over 50,000 organizations in more than 80 countries—a number that continues to grow. Notably, numerous international charities prefer Salesforce, leading to the establishment of a dedicated business unit tailored specifically for the nonprofit sector. Choosing Salesforce for reporting proves to be an excellent decision for nonprofits due to its recognized accuracy and reliability. The software plays a crucial role in facilitating efficient data management and insights, allowing nonprofits to scale effectively and fulfill their missions. Charities leverage Salesforce Nonprofit Cloud for various purposes, including tracking donations and fundraising campaigns. The CRM software generates reports and analytics, offering insights into the success of these efforts and pinpointing areas for improvement. Overall, Salesforce provides a robust foundation for nonprofits to create efficiency with data, gain valuable insights, and successfully scale their operations to deliver on their mission. Ready for success now? Empower your teams to be more effective, productive, and impactful with Salesforce for Nonprofits. By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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February 8, 2024in Salesforce, Salesforce Development Services, Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Salesforce Logo
15Jan

Spring ’24 Release Enhancements for Public Sector, Education, and Nonprofit

Enhancements for Public Sector, Education and Nonprofit Spring ’24. Change of Circumstance Guided Flow Public Sector Ensure that benefit eligibility remains accurate even when circumstances change. Use guided flows to simplify the process for constituents to report a “change in circumstance” and for caseworkers to re-check eligibility and adjust disbursement amounts. Caseworker Productivity Dashboard Public Sector Analyze caseload trends, boost productivity, and see results. Out-of-the-box data insights empower agencies to understand caseload trends, prioritize and distribute caseloads based on key factors, and visualize their impact. Recruitment and Admissions Enhancements Education Increase application completions by simplifying application processes. Empower parents and agents to start and view applications, support applications to multiple programs, and keep applicants on track with checklists that are reusable across programs. Mentorship Support Education Help students build deeper relationships. Connect students with mentors like alumni, faculty, or peers, and support them with a comprehensive portal experience. Fundraising Enhancements Nonprofit Attribute revenue from recurring donation upgrade campaigns and understand ROI to make data-driven spend decisions. There is also a new object for payment information and a business process API that makes it easier to build integrations. Program Management Enhancements Nonprofit Save time and improve data quality with Automated Outcome Results. Experience Cloud Integration makes it possible to share your outcome strategy externally, and Care Plan Integration links individual care plans to outcomes. Grantseeker Collaboration Public Sector and Nonprofit Enable teams to collaborate when they’re seeking grant funding. Applicants can securely share applications, for faster information gathering and application completion. And applicant owners can control who can view and edit. Private Funding Opportunities Nonprofit Avoid unsolicited applications. Target projects closely aligned with funding priorities and manage the volume of applications you receive. Stay tuned to the Tectonic Insights for more great news from Salesforce and the Spring ’24 Release. Enhancements for Public Sector, Education, and Nonprofit. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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January 15, 2024in Salesforce Education Cloud, Salesforce for Nonprofits, Salesforce Government Cloud, Salesforce Nonprofit Cloud, Salesforce Public Sector Solutions
Customer Satisfaction
09Jan

Tectonic’s Approach to Ensuring Salesforce Customer Satisfaction

by Tectonic’s Sean McSkimming Scenarios of Assorted Levels of Customer Satisfaction – Ensuring Salesforce Customer Satisfaction Are you having satisfaction issues during or after your Salesforce implementation? Are you not happy with the Salesforce solution or implementation provided to you? Or are you seeing low user adoption after the implementation has gone live? This can be caused by any of the following: At Tectonic we take approaches to avoid the causes and effects above. We understand that every Salesforce implementation and initiative is unique, because every customer is unique. Ensuring Salesforce customer satisfaction is at the heart of everything we do. Tectonic has been involved in multiple points of an implementation project to help customers maximize their Salesforce investment. Even if their initial Salesforce experience was not perfect. We take a simple yet effective approach. Transparency and Trust are at the core of everything we do for every client. Every interaction with our prospects and our customers is filtered through the lens of transparency and trust. Customers in flight, whether the project has started or not are given: Live customers who aren’t happy with their current Salesforce solution due to low user adoption or a Salesforce solution that is not meeting their needs are given: If your are intrigued by Tectonic’s commitment to customer satisfaction, or perhaps not currently enjoying this level of satisfaction, we would love to talk to you today about your Salesforce implementation. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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January 9, 2024in Salesforce, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy
Salesforce Marketing Cloud Account Engagement
05Jan

Salesforce Marketing Cloud Engagement for Industries

Customer and stakeholder expectations for communication have reached unprecedented levels in 2024. Every message now demands personalization, targeting, and relevance to foster enduring and meaningful relationships. How can you ensure that you meet these heightened expectations and cultivate lifelong connections with your customers? With Salesforce Marketing Cloud Engagement for Industries. Enter Marketing Cloud Engagement for Industries, a solution crafted by Salesforce to assist companies and organizations of any size in crafting personalized customer and stakeholder experiences through scalable email campaigns and data-driven insights. This robust offering provides a foundational framework for leveraging Marketing Cloud, offering pre-built tools, templates, and assets customized for your specific industry. The result? The ability to engage with your customers and stakeholders swiftly and effectively. This suite of outreach marketing tools helps you communicate with and engage your supporters, customers, contacts, and prospects. With Marketing Cloud Engagement for Industries, you receive a tailored package that includes: Additional tools are at your disposal to expedite the implementation of Marketing Cloud Engagement and minimize setup time. A user-friendly Get Started page walks you through the configuration process, and industry-specific assets—such as sample email templates and journeys—empower you to extract greater value from Marketing Cloud more efficiently. And Tectonic is ready to be your implementation partner. Contact Tectonic today for more information. If you are already using Marketing Cloud you can still add the Get Started page and pre-built assets. Note that to use Marketing Cloud Engagement for Industries does require the implementation of Salesforce Lightning Experience and My Domain for a more specific domain name in your Salesforce org. Connecting Marketing Cloud Engagement with Salesforce can be a complex process. Tectonic can help. Like2 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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January 5, 2024in Data, Salesforce, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Sales Cloud
Nonprofit
19Dec

Engage the Donors of Your Nonprofit

Explore these eight effective strategies for involving supporters in your nonprofit organization for improved engagement. The art of engaging nonprofit donors starts here: Customize Communication: Conduct Donor Research: Foster Trust to engage nonprofit donors: Extend Beyond Requests: Acknowledge Donors: Establish a Membership Program to engage nonprofit donors: Actively Engage on Social Media: Optimize Your Website to engage nonprofit donors: For improved donor engagement, consider leveraging Salesforce’s Nonprofit Marketing solution. This software provides a unified view of your community, facilitating personalized donor experiences, measuring engagement, and streamlining communication across channels on a single platform. Contact Tectonic to discuss marketing solutions for your nonprofit. Tectonic is pleased to announce the release of our Nonprofit Cloud Salesforce Implementation Solution. Like Related Posts Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more Cloud Computing for NGOs As cloud computing becomes more prevalent and accessible, nonprofits are increasingly leveraging its benefits to enhance operations, boost fundraising efforts, Read more Salesforce Nonprofit for Fundraising This app furnishes a comprehensive overview of fundraising activities and data, allowing executives and top-level managers to monitor their organization’s Read more Business Card Scanner App for Salesforce Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning Read more

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December 19, 2023in Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Salesforce Nonprofit Cloud
13Dec

Get a Free Nonprofit Trial Org

Explore the full capabilities of Nonprofit Cloud firsthand through an interactive trial. This preconfigured org includes robust sample data, providing a real-time experience of Nonprofit Cloud features in action. Utilize these trial orgs to gain insights into the comprehensive enablement offered. Get a Free Nonprofit Trial Org. It’s important to note that the Nonprofit Cloud Prebuilt Apps fall within the category of Non-SFDC Applications, governed by the terms outlined in your Main Services Agreement (formerly the Master Subscription Agreement) with Salesforce. These trial orgs are designed for proof of concept and guided self-exploration, with a 30-day expiration. Get a Free Nonprofit Trial Org Salesforce.org stands out for nonprofits by delivering powerful CRM technology tailored to a global community of nonprofits and educational institutions. Its purpose is to enhance operational efficiency, facilitate fundraising, and cultivate more meaningful relationships with the communities they serve. Power of Us Absolutely, Salesforce is a viable choice for nonprofits. The Salesforce Nonprofit Cloud is renowned for its cost-effectiveness, currently benefiting over 32,000 nonprofits worldwide. The “Power of Us Program,” created by Salesforce, offers affordable products and programs to support nonprofits. Yes, there is a free version of Salesforce for nonprofits. Nonprofit Cloud consolidates nonprofit CRM, fundraising, programs, marketing engagement, and outcomes into a single product. As part of the Power of Us Program, your initial 10 subscriptions come free of charge. Salesforce Nonprofit Cloud is a comprehensive platform specifically crafted for fundraising organizations, educational institutions, and other nonprofit entities. Its aim is to enhance digital outreach, strengthen connections with people, streamline internal management, and eliminate silos among fundraising, program management, marketing, and technology teams. The platform provides organizations and NGOs with a unified view of their ongoing operations and activities. This CRM software encompasses various nonprofit solutions, including fundraising, marketing and engagement, program management, and grants management. These solutions empower nonprofits to efficiently manage and track income streams, inbound grants, and programs in a centralized location. When utilizing CRM software for nonprofits, ensuring effective control and management of activities is crucial. Salesforce Nonprofit Cloud offers several critical benefits for nonprofits: Like1 Related Posts Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more Cloud Computing for NGOs As cloud computing becomes more prevalent and accessible, nonprofits are increasingly leveraging its benefits to enhance operations, boost fundraising efforts, Read more Salesforce Nonprofit for Fundraising This app furnishes a comprehensive overview of fundraising activities and data, allowing executives and top-level managers to monitor their organization’s Read more Business Card Scanner App for Salesforce Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning Read more

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December 13, 2023in Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Salesforce Nonprofit
08Dec

Salesforce Donor Management for Nonprofits

The Salesforce donor management solution offers a comprehensive fundraising tool to support the continuous growth of nonprofit organizations and facilitate the tracking of donor-related data. Donor Engagement: Enhance donor engagement by providing a personalized self-service experience through Salesforce donor management software. Enable donors to explore the impact of their contributions, read stories, and stay connected with your mission. Empower Donors: Empower donors to stay connected by allowing them to access their donation history, update contact details, manage communication preferences, and handle recurring gifts. This ensures a seamless and interactive experience for donors. Development Staff Efficiency: Improve the efficiency of your development staff by managing donors at scale through a donor platform. Minimize time spent on routine tasks, allowing your team to focus on more personalized and impactful interactions with donors. Digital Spaces: Create private, secure, and branded digital spaces tailored to your nonprofit. Utilize the Salesforce platform and CRM data to engage any community on any device. Donation Management System: Utilize a donation management system strategically for fundraising efforts, handling data for past, current, and potential donors. This system acts as a cloud-based filing cabinet, tracking all relevant information about your organization, including names, emails, tasks, deadlines, and gift asks. Fundraising for Nonprofit Cloud: Salesforce’s Fundraising for Nonprofit Cloud offers tools specifically designed for the unique considerations of the nonprofit sector. It assists fundraisers in nurturing relationships, capturing supporter information, monitoring key metrics, and unifying teams with purpose-built tools for various fundraising roles and channels. Features of Salesforce Donor Management for Nonprofits: Additional Functionality: Salesforce Solutions for Nonprofits: Salesforce provides various solutions tailored for nonprofits, including Nonprofit Cloud, Marketing Cloud, Experience Cloud, Nonprofit Success Pack, and Account Subledger, enabling organizations of all sizes to achieve success. Like1 Related Posts Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more Asset Management Salesforce Can Salesforce do asset management? You can manage assets in Consumer Goods (desktop) and in the Consumer Goods offline mobile Read more Lookup Relationship in Salesforce What is Lookup relationship in Salesforce? Salesforce’s lookup relationships is a significant capability that allows users to connect two objects Read more

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December 8, 2023in Public Sector Solutions, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Nonprofit Cloud, Salesforce Sales Cloud
28Nov

How do grantmaking organizations benefit from using Salesforce as a single system to manage their grant lifecycle?

Discover the Benefits of Salesforce Grants Management Salesforce Grants Management empowers grantmakers to streamline their processes and efficiently distribute critical funding to their communities. Nonprofit organizations often struggle with outdated software, hindering their ability to leverage innovative technologies. Salesforce Non-Profit Cloud was designed to address these challenges, offering comprehensive tools for fundraising, donation management, program oversight, volunteer coordination, and outcome tracking. Benefits of Salesforce Grants Management. Benefits of Salesforce Grants Management For grantmakers specifically, Salesforce offers the Nonprofit Cloud for Grantmaking, an enhanced solution that encompasses all Nonprofit Cloud features with additional tools tailored to manage the grantmaking lifecycle. Grantmakers can leverage these robust tools to consolidate program management, donations, staff management, supporter engagement, volunteer coordination, partner collaboration, and stakeholder relationships within a unified platform. Purpose Built System Salesforce Grants Management provides a purpose-built system for grantmakers to efficiently track, manage, and deliver funding programs. By facilitating collaboration and secure information exchange among grantseekers, grantees, reviewers, and grantmakers, the platform ensures seamless interaction based on customizable access levels. Key Features of Salesforce Grants Management: Salesforce Grants Management is a transformative solution that enables grantmakers to accelerate funding delivery, optimize collaboration, and achieve impactful outcomes within their communities. Connect with an expert at Tectonic today to unlock the full potential of grants management software tailored to your organization’s needs. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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November 28, 2023in Salesforce, Salesforce for Nonprofits
outcome management public sector solutions
11Nov

Use Outcome Management to Create and Measure Your Public Sector Solutions Impact Strategy

How do you Use Outcome Management to Create and Measure Your Public Sector Solutions Impact Strategy? Recenter your focus on constituents in the public sector by embracing Outcome Management. Assess whether your constituent programs attain their intended outcomes and make informed decisions based on data-driven insights. Leverage Outcome Management alongside Public Sector Solutions to formulate a strategy for instigating change. Collect data, monitor progress, and assess program effectiveness using actionable data. For instance, scrutinize the number of homeless individuals finding shelter through a housing grant, adjusting program parameters for enhanced outcomes. Monitor the academic advancement of children in publicly funded early childhood learning and development programs. Outcome Management allows you to track the success of your programs, ensuring they align with planned deliveries. Outcome Management serves as an impact measurement tool that consolidates an organization’s outcome strategy, defining, measuring, and evaluating it in a unified platform. What is outcome-based planning? Outcome-based planning represents an adaptive and customer-centric project management approach, emphasizing the attainment of desired results over traditional roadmaps’ limitations, such as inflexibility and output-centricity. Incorporate indicator results to gauge progress against time-bound targets and baseline values. Utilize results to store aggregated values from assessments, program enrollments, benefit disbursements, and other data sources. What is the meaning of outcome management? Outcome management is a client-centric service delivery approach, prioritizing the results clients aim to achieve over merely focusing on available services. It encourages collaboration, allowing agencies to leverage expertise both within and outside the organization. What does outcome management deal with? Outcome Management strategically ensures initiatives align with departmental and governmental outcomes, aiming to achieve the intended results. “In these days in an experience-driven world, customer success is really key to making that customer experience as seamless as possible and developing trusted relationships and customer intimacy. The market is slowly coming to realize that.” Neeracha Taychakhoonnavudh, EVP of Global Customer Success at Salesforce What is an outcome-focused approach? Outcome-focused care tailors medical interventions and support services to achieve desired outcomes, such as promoting independence, improving quality of life, and enhancing overall well-being. Outcome Management Public Sector Solutions Revolutionize Impact Outcome Management revolutionizes impact measurement, providing a comprehensive platform to define, measure, and evaluate organizational outcome strategies. Set time-bound targets and baseline values, consistently measure indicators across outcomes or programs, and organize outcomes into groups reflecting organizational strategy. Outcome Management Public Sector Solutions Track and steer desired change with Outcomes, connecting them to efforts like programs or benefits. Utilize Impact Strategies and Impact Strategy Assignments to group Outcomes, presenting your entire strategy cohesively. Indicators define how outcomes are measured, building a library for consistent impact measurement across various aspects of your work. Use time-bound indicator performance periods to track progress from the starting point to your intended goal. If using outcome management to better create and measure your public sector solutions, contact Tectonic today. By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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November 11, 2023in Salesforce, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Public Sector Solutions
MC Personalization Tips and Tricks
08Nov

MC Personalization Tips and Tricks

Salesforce Marketing Cloud Personalization, formerly Interaction Studio, offers incredible power for personalization. MC Personalization Tips and Tricks below will help you level up your game. Einstein Recipes: Enhancements and Challenges Multiple Dimensional Variations for Products in Einstein Recipes Einstein Recipes offer powerful and flexible tools for creating recommendations. However, the fourth step, Variations, falls short compared to other options. Currently, you can configure only a single Dimensional Variation. While multiple Item Types are available, once you select one, you cannot limit recommended products to specific numbers per category or brand. This limitation hinders control over product recommendations, especially for e-commerce sites with diverse catalogs. Unlike Dimensional Variations, multiple Boosters or Exclusions of the same type can be configured differently, which would be a valuable feature to add for Variations. Department Variation for Products in Einstein Recipes Einstein Recipes allow Dimensional Variations at the Category level, but only for primary categories. There is no option for Department (master category) level, which is limiting for e-commerce sites with broad category trees, such as: Recommendations with Category Variation set can still be dominated by similar products due to similar primary categories. Two solutions could address this: Price Reduction Ingredient in Einstein Recipes Triggered Campaigns in Journey Builder can target various events, including Catalog Triggers. Some triggers, like Product Expiring Soon, are available for Web with Einstein Recipes Ingredients. However, there is no Ingredient for the common e-commerce use case of Price Reduction. Marketing Cloud Personalization (Interaction Studio) has the required price and listPrice attributes for Triggered Campaigns. A workaround involves calculating price reductions externally and passing this information to a Related Catalog Object. More efficient solutions would be: Rating Count in Recipe’s Rating Exclusion Marketing Cloud Personalization offers Exclusions/Inclusions on Recipes to fine-tune recommendations. One option is to exclude/include items based on their rating, with an optional zero rating capture. It would be beneficial to include an option to filter based on rating count, allowing for: Currently, such filters can only be applied on the server side in the Template, which can limit recommendations. Having this feature at the recipe level would be more powerful. Abandoned Cart Retention Setting Marketing Cloud Personalization captures cart information for Einstein Recipes recommendations. However, cart content remains indefinitely unless managed proactively. A workaround involves a Web Campaign that checks cart age and pushes a clear cart action if necessary. A better solution would be a configurable option in MCP settings to automatically remove old cart data. Catalog Enhancements Full MCP Category Hierarchy Support for ETL Marketing Cloud Personalization can create a hierarchical tree of categories with automatic summing of views and revenue. However, this is currently possible only under specific conditions, such as having one Category per product and using a Sitemap format. This limitation is problematic, as ETL is often a better way to manage it. The Category ETL already provides detailed information using department and parentCategoryId attributes, but this data does not replicate the drill-down hierarchy in the Catalog UI or pass data from the bottom Category up. Ensuring feature parity between Sitemap and ETL would be beneficial. Segmentation Enhancements MCP Action Name Management Marketing Cloud Personalization captures actions from multiple sources but does not allow managing created actions. An option to view and remove unnecessary actions would improve user experience by reducing the number of options in the segmentation/targeting picklists. An even better solution would be to merge existing actions, preserving behavioral data after refactoring action names. MCP Hourly-Based Segmentation Rules Currently, segmentation rules in Marketing Cloud Personalization are based on days, limiting on-site campaign targeting. For example, to display an infobar for abandoned cart users, the current segmentation can only show users who have not performed a Cart Action today. Hourly-based segmentation rules would allow more precise targeting, showing users who have not performed a Cart Action in the last hour. Adding a picklist to choose between day or hour-based rules would enhance segmentation capabilities. Full MCP Catalog Export Marketing Cloud Personalization supports manual catalog export but only with limited data. The current export file lacks complete catalog data (e.g., promotable and archived attributes), making it unsuitable for ETL sources. An option to export the full catalog data, matching the ETL schema and including hidden items, would greatly benefit debugging and batch-modifying items for subsequent ETL import. Full MCP Catalog Metadata Visibility Marketing Cloud Personalization supports viewing custom attribute metadata in the Catalog but is limited to ETL updates. Extending this to built-in attributes and including origin and lastUpdated values for all sources (Sitemap, Mobile App, Manual update, API) would simplify debugging Catalog metadata issues, reducing admin/developer work and support tickets. ETL Enhancements External Email Campaign ETL Experience Name & ID External Email Campaign ETL allows passing behavioral data but is limited to Campaign ID and Campaign Name. To fully leverage this data in segmentation, it should also support Email ID and Email Name. Adding Experience ID and Experience Name fields to the ETL would enable targeted personalization, allowing segmentation on entire campaigns or specific emails within campaigns. External Email Campaign ETL Send Segmentation External Email Campaign ETL passes Send, Click, and Open data but does not support segmentation based on Send events. Enabling segmentation rules for Send events would unlock use cases like targeting Web or Push campaigns to users who received an email campaign but did not open it, fully leveraging cross-channel and real-time personalization. External Email Campaign ETL Unsubscription Event Type External Email Campaign ETL passes Send, Click, and Open data but cannot pass unsubscriptions. Including the Unsubscribe event would enable targeted campaigns like surveys about unsubscription reasons, win-back campaigns, or replacing email subscription prompts with other channel recommendations. By addressing these enhancements and challenges, Salesforce Marketing Cloud Personalization (Interaction Studio) can further improve its capabilities and provide more precise, effective, and user-friendly tools for personalized marketing. Reporting Enhancements: Direct Attribution at the MCP Campaign Level Current Reporting in Marketing Cloud Personalization (MCP) Marketing Cloud Personalization (Interaction Studio) offers various reports based on Activity, Results, and Visits. However, it

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November 8, 2023in Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Personalization
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