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Salesforce Nonprofit Cloud

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 Nonprofit Cloud for Fundraising, alternatively referred to as Salesforce Fundraising Nonprofit, introduces innovative and user-friendly methods to engage donors, raise 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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Salesforce Nonprofit

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 OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more What is a Salesforce Jumpstart? A Salesforce Jumpstart is a program designed to help businesses quickly and efficiently implement Salesforce, which is a powerful customer Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more

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Industry Cloud

Salesforce Industry Cloud Explained

What are Salesforce industry clouds? Salesforce Industry Cloud aims to fast-track the digital transformation within different industries by providing tailored solutions that can enhance customer experiences, streamline operations, and improve overall business efficiency. Industry cloud platforms use innovative technologies and approaches, such as packaged business capabilities, industry-aware data fabrics and composable tooling to go beyond traditional cloud and create added value. Over the past few years, Salesforce has dedicated efforts to develop industry-specific solutions, exemplified by offerings such as Financial Services Cloud, Health Cloud, and the Public Sector Cloud.  These customized Salesforce solutions are created with industry experts to assist modernizing your business, saving you time, lowering costs, and focusing on your customers. Salesforce Industry Cloud Explained These specialized solutions take the foundational elements of Salesforce’s core CRM and tailor them to the unique needs of specific industries. In Health Cloud, the emphasis shifts from traditional Accounts and Contacts to focus on Families and Patients. Similarly, Financial Services Cloud redirects attention from standard Opportunities and Products to concentrate on Financial Holdings and Assets. To further enhance its Industries portfolio, Salesforce expanded with the acquisition of Vlocity in 2020. This acquisition broadened the spectrum of industry-specific clouds, extending into areas such as communications, media, and insurance. Whatever size your business, Salesforce has specialized solutions to support the capabilities your business needs to thrive and grow. Current Salesforce Industry Cloud solutions exist for: Automotive Communications Consumer Goods Higher Education Energy and Utilities Financial Services Government and Public Sector Healthcare and Life Sciences Manufacturing Media Nonprofit Professional Services Retail Technology Travel, Transportation, and Hospitality What are the benefits of industry clouds? Industry Clouds are specific offerings that are pre-built and packaged up for organizations to adopt. By implementing these solutions, you could reap a whole host of benefits, including a higher ROI, increased job demand, and better customer experience – all of which are essential in the current climate. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Success Story

Case Study: Large Faith-Based Religious Entity/Nonprofit-Salesforce Marketing Cloud/Nonprofit Success Pack

Undergoing a profound revitalization and restructuring process that combines six existing Provinces into a single, unified Province that will better serve the organization and its constituents’ needs. nonprofit salesforce marketing cloud success pack

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Improving Public Sector Employee Experience

Improving the Public Sector Employee Experience with Salesforce

Confronted with the ever-evolving challenges of a dynamic workforce, the public sector, much like its private counterparts, grapples with transformations brought about by the pandemic, remote work, health issues, retirements, and cyber threats.  Improving Public Sector Employee Experience with Salesforce helps. Improving Employee Experience with Salesforce to Prevent the Great Resignation and Quiet Quitting As the “new normal” emerges, organizations anticipate persistent issues related to employee engagement and retention, including the growing phenomenon known as the “Great Resignation.” This surge in resignations presents a potential crisis, intensifying the competition for talent amid a rise in open positions and governmental constraints. And now we have employees who are “Quiet Quitting.”  Quiet quitting refers to doing the minimum requirements of one’s job and putting in no more time, effort, or enthusiasm than absolutely necessary. The Solution? The key to attracting and retaining top talent involves reimagining staffing functions and prioritizing the overall Employee Experience. Like private enterprises, successful recruitment often hinges on employee referrals and positive ratings. Digital enablement and modernization play a critical role in meeting employee expectations shaped by consumer experiences. Public servants frequently encounter challenges in accessing information, navigating siloed communication, and dealing with paper-based processes, emphasizing the need for efficient, digitally-enabled systems. With the expansion of remote work, well-designed systems become crucial in determining employee engagement and fostering connected experiences that enhance loyalty, morale, and retention. Even small changes can significantly enhance the employee experience, from recruitment to the end of service. Aligning dispersed teams and fostering collaboration in a remote work environment requires a digital headquarters that connects teams, tools, customers, and partners. Improving Public Sector Employee Experience Providing a welcoming and efficient onboarding process for new hires and facilitating knowledge sharing through digital platforms contribute to a positive employee experience. Digital technology, resembling a searchable knowledge base, empowers employees to find answers quickly. A customer-centric employee experience, utilizing technology like Employee Concierge, ensures immediate access to essential information, promoting efficiency in a modern digital age. Features such as global search and automated workflows, supported by tools like Salesforce Bots, enhance accessibility and streamline support processes. Robotic Process Automation (RPA) can reduce repetitive tasks, allowing staff to focus on more complex problem-solving. Transforming paper processes into dynamic, digital experiences enhances accessibility and efficiency. Utilizing data for diversity, equity, and inclusion (DE&I) initiatives is crucial. Integrating modern platforms for data analysis provides insights into workforce demographics and HR processes. People Analytics strategies, including the use of tools like Tableau for visualization, aid in identifying diversity gaps and developing effective solutions. Overall, a strategic focus on the Employee Experience and leveraging modern technologies can help public sector organizations effectively navigate workforce challenges. From Experience Cloud for engagement to a Service Cloud Knowledge Base for ease of information, Salesforce has many tools to help improve the public sector employee experience. Contact Tectonic today to explore Public Sector, Government, and Tribal solutions. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Salesforce SOAP API Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more Read more

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Salesforce Nonprofit Cloud

Salesforce Grantseeker Collaboration in Grants Management Nonprofit Cloud

Utilize Salesforce Grants Management for the collaborative collection and review of funding requests. Salesforce Grantseeker Collaboration tool empowers nonprofits. Allow Funding Request Collaborators: Update Invitation to Collaborators: Key Functions of Salesforce Grantseeker Collaboration: Nonprofit Cloud and Nonprofit Success Pack Like Related Posts Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Salesforce SOAP API Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more Read more

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Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud is a comprehensive Customer Relationship Management platform covering donor management, grant-making, fundraising, program management, and marketing. It empowers nonprofits to measure, track, and update data across all aspects of their operations, driving growth and success through data-driven decisions. The nonprofit sector is challenged by limited manpower and any economic downturns. Salesforce Nonprofit helps your organization accomplish more with less staff and use predictive analytics to focus on donors who are the most likely to respond to your messages. Create efficiency with data and insights and effectively scale and deliver your mission. Learn about the secure, flexible platform built for and used by over 50,000 nonprofits. What’s Encompassed in Nonprofit Cloud Nonprofit Cloud integrates features and products harnessed from the robust Salesforce platform, offering expedited and streamlined access to Salesforce’s array of innovative products and services. The Salesforce Platform The cornerstone of Nonprofit Cloud, the cloud-based Salesforce platform, inclusive of Service Cloud and Sales Cloud, is an integral part of the product. This platform furnishes relationship management, collaboration, integration, and data insight capabilities, providing a comprehensive 360-degree view of constituents. This enables more effective service delivery, management, and interaction. Additionally, the platform complies with stringent data security regulations, facilitating swift deployment and scalability. Nonprofit Cloud Data Model The Nonprofit Cloud data model encompasses Constituent Management, Fundraising, Program Management, Case Management, and Outcome Management. Constituent Management provides essential information for a holistic understanding of constituents, managing intricate relationships and visualizing their connections. Fundraising tools empower donor engagement, fund acquisition, and strategic planning with data-driven insights. Program Management enhances productivity, eliminates data silos, and facilitates timely decision-making. Case Management supports participant achievements by offering a comprehensive view of each participant, enabling personalized experiences. Use Outcome Management to define your impact strategy or theory of change, collect your data, track your progress, and evaluate the effectiveness of your programs. The Toolkit Nonprofit Cloud includes a toolkit featuring components and tools that leverage the platform and data model. OmniStudio, Action Plans, Actionable Relationship Center (ARC), Business Rules Engine, and other components, services, and tools automate paper-based and cumbersome processes. For instance, dynamic questionnaires can be created to expedite intake and referral processes. Experience Cloud for Nonprofits and Nonprofit Cloud for Grantmaking Extend beyond the Nonprofit Cloud data model with Experience Cloud for Nonprofits or Nonprofit Cloud for Grantmaking. Experience Cloud for Nonprofits offers a secure online portal for collaborating with external users. Site users can access and interact with cases, programs, and benefits, with customizable access to objects and features based on business requirements. Nonprofit Cloud for Grantmaking incorporates grant and budget management features. The Grantmaking data model supports the entire grant life cycle, including creating funding opportunities, managing applications and reviews, and tracking grant applicant budgets and results. Use Outcome Management with Nonprofit Cloud to track: If you are a nonprofit organization looking for a platform to make your mission easier, contact Tectonic today to learn more about Salesforce Nonprofit Cloud. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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New Nonprofit Cloud

The New Nonprofit Cloud

Salesforce.org recently announced the “New Nonprofit Cloud,” and Lori Freeman shared this update in the Trailblazer Community. Here’s a summary of the key points: Salesforce.org is rolling out an entirely new suite of technology solutions for nonprofits over the next few years, collectively named “Nonprofit Cloud.” These solutions will not be based on, nor compatible with, current offerings like NPSP. For now, there is no immediate need to focus on “Nonprofit Cloud.” Importantly, Nonprofit Pricing remains unchanged, with ten free licenses still available. However, licenses for the 11th and subsequent users under Nonprofit Cloud will be more expensive than standard licenses. There’s much more to this announcement, some of which wasn’t included in the official communication. It’s worth discussing these aspects in detail. Pricing Salesforce’s value for nonprofits lies in the Power of Us program, which donates the first ten licenses free of charge, and in the discounts applied to other Salesforce products. This remains unchanged. Before TrailblazerDX, assurances were given that this would not change. A question was raised during True To The Core, seeking a public commitment from Salesforce. Parker Harris’ response, along with Lori’s post and other communications, provide confidence in Salesforce’s ongoing support for nonprofits, though one should always remain cautious when relying on corporate commitments. However, pricing beyond the free licenses is not straightforward, likely due to Salesforce.org’s integration with Industries. Even Salesforce.org staff might not fully grasp the intricacies of licensing and pricing yet. What’s understood is that Nonprofit Cloud will be its own SKU, essentially bundling a Sales Cloud license, a Service Cloud license, and access to Industries-based functionality. All ten licenses granted to new organizations on the Nonprofit Cloud will include this entire bundle. This means that the P10 License Grant has expanded, as this bundle is more expensive and comes with additional technology. For the 11th license and beyond, organizations can choose: This pricing reflects no change from current rates. The uncertainty lies in what functionality will be unavailable to users with only a Lightning Enterprise Edition license compared to those on a Nonprofit Cloud license, and even more so for users on Platform licenses. The extent of “Industries” functions these users will lose, and what parts of the yet-to-be-seen Nonprofit Cloud application will be inaccessible, remain unknown. The Technology The newly announced Nonprofit Cloud is not yet ready for immediate use. Migration to this new platform should not be rushed, as it will be a significant undertaking with no immediate benefits. It’s expected that most organizations will delay this transition for several years, possibly more. If your current system is functioning well, there’s no need to fix it. If you are ready to make the jump, Tectonic is here to assist. For organizations starting fresh, the decision is challenging: This is not an easy choice, and one might be torn between the first and third options. To the extent that “it” can be purchased, few have seen what “it” truly is. When released, it will be a “minimum viable product,” with some cynics possibly viewing it as a “paid beta.” While one might hope for a “minimum lovable product,” it’s best not to hold your breath. Initial rollouts will include program management, followed by impact measurement, with fundraising features not expected until fall. It’s likely none of these will have full feature parity with their current equivalents, although they should offer some new, appealing features. Salesforce has also stated there are no plans for a new payment processing platform akin to Elevate. There’s still much uncertainty about what the actual Nonprofit Cloud product will offer. It’s barely available for anyone to test. Although there’s some way for partners to access a learning environment, it’s clear that what’s coming in the next few releases will be minimum viable, so there’s no urgency to adopt it. The only certainty is that Nonprofit Cloud will use Person Accounts, marking a significant data model shift. While this may require some adjustment, it’s not likely to be a major issue for most organizations due to storage increases in recent years. The plan is to ignore Nonprofit Cloud for at least a year, possibly two or three. Eventually, it might mature enough to consider adoption. Timing of Announcements It’s important to note that many did not learn of this on 3/14. Salesforce.org had embargoed meetings with Salesforce MVPs, partners, and possibly larger nonprofit customers starting in late fall 2022. Salesforce.org made some communication missteps that caused significant concern. There were initial fears about whether the Power of Us donation would disappear or if certain offerings would become more expensive. Then there were technical concerns about compatibility and the costs associated with migrating to the new platform, compounded by uncertainty over whether organizations would be forced to migrate. The layoffs at Salesforce, which seemed to disproportionately impact Salesforce.org, added to the anxiety. The absorption of Salesforce.org, the integration of the Power of Us Hub into the broader Trailblazer Community, the shift to Industries core architecture, and the layoffs all raised questions about whether nonprofits are now viewed as “just another industry vertical” by Salesforce. However, it’s clear from the above discussion that those fears and questions have been addressed. This detachment didn’t come immediately, so it’s understandable if others need time to reach this level of perspective. Holding this information under NDA was challenging, as it was more of a discussion opener than a concrete announcement. It’s a relief to finally discuss this openly. What Does this Announcement Signal About Salesforce.org? Salesforce—or even Salesforce.org—has never been an altruistic entity. Marc Benioff, in his books and keynotes, positions himself as a capitalist, believing that “business is the greatest force for good.” Salesforce is a capitalist enterprise, a multi-billion dollar corporation that exists to make money. It’s essential to recognize this reality. The 1-1-1 model and Salesforce’s support for nonprofits are commendable, but it’s crucial to see these actions for what they are—noblesse oblige. Salesforce.org was once a “social enterprise,” but perhaps its evolution has made this term

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Salesforce Nonprofit Cloud

Salesforce Power of Us

In addition to upholding Salesforce’s enduring commitment to contribute 1% of equity, product, and employee time to communities, the Power of Us program remains a pivotal element in realizing their vision of placing the finest nonprofit technology in the hands of impact makers. The Power of Us program gives Nonprofit orgs and Education institutions access to Salesforce products and resources to help expand their collective impact. As part of this initiative, Salesforce extends 10 complimentary technology licenses to eligible nonprofit and educational organizations, and announced that the groundbreaking innovation of the new Nonprofit Cloud will be included in this offering. Salesforce will also continue to provide support for existing users of the Power of Us program, along with our established paid nonprofit offerings and data models like the Nonprofit Success Pack (NPSP). Is Salesforce nonprofit success pack free? The Nonprofit Success Pack is an easy-to-use fundraising and constituent management application on the Salesforce platform. A free and open-source application from Salesforce.org, NPSP harnesses the power of Salesforce’s vibrant nonprofit community. While this signifies a novel approach to product development for the nonprofit sector, it mirrors a strategy that has proven successful in various industries within Salesforce over the years. Their commitment remains steadfast, and they persist in investing in top-tier nonprofit technology to serve the unique needs of the sector.  Three prominent non-profit organizations using Salesforce include Homeless Link, World Economic Forum, and DonorsChoose.org. Is Salesforce a good CRM for Nonprofits? Salesforce is a fantastic tool for automation, and it can automate many processes with clicks, not code. A large Salesforce Nonprofit customer, the American Red Cross, found that by using Salesforce Nonprofit Cloud, they’ve been able to better connect to their donors, volunteers, and partners in new ways. More than 56,00 nonprofit organizations and educational institutions started their Salesforce journey with the Power of Us Program. Tectonic eagerly anticipates collaborating with our nonprofit clients on this endeavor. As of March 17, 2023, the Power of Us portal was updated and a Salesforce org is no longer required to apply for the program. 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 Nonprofit Cloud for Fundraising, alternatively referred to as Salesforce Fundraising Nonprofit, introduces innovative and user-friendly methods to engage donors, raise 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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Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud for Fundraising and Engagement

In times of disaster or when safeguarding fundamental rights, it is humans, not technology, that distribute supplies and ensure access to essential needs. Nonprofits, regardless of size, collaborate with individuals, partner organizations, government agencies, healthcare providers, volunteers, and staff to foster community and planetary improvement. Whether responding to a natural disaster or organizing a local food drive, the key is the collaborative effort of people and systems working together, driving real change and impact. Nonprofit Cloud for Fundraising from Salesforce is a custom built CRM for nonprofits. At Salesforce, the vision for nonprofits centers is on empowering impact makers with the best technology. We believe technology should play a crucial role in bringing people and organizations together to scale impactful moments. Our goal is to simplify nonprofit operations by breaking down information silos within organizations and with local or global partners. To collectively achieve greater impact, collaboration, information sharing, and data utilization are essential. We have collaborated with partners and nonprofit peers to address four key priorities: Nonprofit Cloud for Fundraising Over the past two decades, Salesforce has collaborated with the community and partner ecosystem to deliver purpose-built packages on top of the Salesforce platform. While continuing support for existing offerings like NPSP, Nonprofit Cloud Case Management, and the Program Management Module, we are also introducing a new solution for nonprofit organizations. This reimagined solution integrates program management, case management, outcomes, marketing engagement, and fundraising into a single platform, starting with a focus on delivering programs and case management. Fundraising and outcomes will be added to this comprehensive solution later this year. This new solution includes Nonprofit Cloud for Fundraising. Your donors are some of your organization’s biggest advocates. Their gifts fuel your organization and help further your mission. That’s why it’s crucial to understand how to keep donors interested and involved through donor engagement. In this insight, we’ll explain what donor engagement is and offer tactics to bolster your donor engagement strategy. Nonprofit Cloud for Fundraising improves engagement with your donors and helps to foster quicker responses. Next Generation Nonprofit Cloud This next generation of Nonprofit Cloud offers faster and easier access to nonprofit technology through the full Salesforce platform. By unifying stakeholder experiences across the organization and its partners, this innovation accelerates data-driven decision-making, allowing organizations to focus on what is working and where change is needed. It provides a more unified approach to programs, fundraising, engagement, and outcomes, while also granting quicker access to the wealth of innovation available across all Salesforce solutions for various industries and use cases. Donor engagement measures how attentive and involved donors are with your organization. Here’s a list of donor engagement KPIs to keep track of: Donors show they’re engaged by reading your emails, attending your volunteer opportunities, promoting your mission on social media, and many other ways. Keeping track of these donor engagement KPIs gives you valuable insight into the mindset of your donors. For instance, donors who are no longer attending events, ignoring your emails, or not interacting on social media may be at risk of abandoning your organization altogether. Meanwhile, donors who are attending events and engaging online may be ready to increase their involvement. Donor engagement is the key to donor retention, as engaged donors tend to be happy donors who are actively choosing to stay in touch with your organization. In order to measure donor engagement, it’s important to keep track of which donors are engaged and which aren’t. For more information about Nonprofit Cloud for your organization, contact Tectonic today. Like1 Related Posts CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more Salesforce Quickstarts What are Salesforce Quickstarts? Salesforce Quickstarts are ideal for individual departments or small sales and customer services teams looking to Read more Salesforce SOAP API Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more Read more

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Salesforce Nonprofit Cloud

Advance Your Mission With Salesforce for Nonprofits

Consider the current operational framework of your organization, especially if it lacks a CRM system. Can you envision a more efficient method for tracking contacts, appointments, programs, services, fundraising, events, resources, and all the other vital information your organization requires? Enter Salesforce for Nonprofits, a solution that offers numerous advantages: How does Salesforce for Nonprofits facilitate the achievement of these goals? It offers a suite of pre-built apps, tools, features, services, and technologies specifically tailored to meet the unique needs of nonprofits across various sizes, types, and missions. Contact Tectonic today to open up a dialogue about Salesforce Nonprofit for your organization. We are please to announce our new Nonprofit Cloud Salesforce Implementation Solution. 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 Nonprofit Cloud for Fundraising, alternatively referred to as Salesforce Fundraising Nonprofit, introduces innovative and user-friendly methods to engage donors, raise 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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salesforce donor management

Salesforce and Nonprofits Donor Management

Can Salesforce Support Donor Management? How does Salesforce Nonprofits Donor Management fit into the bigger picture? Salesforce Nonprofit Cloud serves as a comprehensive CRM platform designed specifically for nonprofits. It not only streamlines fundraising but also addresses program management, grant management, marketing, and, crucially, donor management. Is Salesforce Suitable for Nonprofits? Salesforce.org extends robust CRM technology to a global network of nonprofits and educational institutions, empowering them to operate efficiently, raise funds effectively, and cultivate more meaningful relationships with their beneficiaries. Can Salesforce Facilitate Fundraising? Harnessing the secure foundation of Salesforce, the Fundraising module enhances operational efficiency, collaboration, and the adoption of best practices. Nonprofit Cloud for Fundraising applications empowers organizations to fulfill common responsibilities and tasks associated with fundraising. Understanding Donor Management Systems A donor management system (DMS) functions as an extensive cloud-based filing cabinet, meticulously tracking every aspect of an organization. From names and emails to tasks, deadlines, and gift asks, a nonprofit DMS, like Nonprofit Cloud, operates as a specialized CRM geared specifically towards donors. Considerations for Nonprofit Donation Management Systems Before investing in a nonprofit donation management system, consider key components during your fundraising technology research. These include the ability to track detailed contact information, monitor campaign metrics, and segment information according to organizational and campaign strategies. The Role of Salesforce Nonprofits Donor Management in Event Success Event management is crucial for nonprofit professionals, and a donor management system can significantly enhance operations. By uploading attendance sheets to the donor management system after hosting events, organizations can efficiently track donors, build strong relationships, and collect donations, ensuring that vital donor information is easily accessible. Elevating Fundraising with Intelligence Taking donor management to the next level involves transitioning from data to intelligence, commonly known as fundraising intelligence. This encompasses processes and systems that provide nonprofits with information on the affinity, capacity, and inclination of donors. A comprehensive donor management system allows organizations to prioritize prospects, cross-reference contacts with vast records, batch score records, enhance communication, and generate detailed scores for each prospect or donor—all within the Salesforce platform. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Nonprofit Cloud

Benefits of Salesforce Nonprofit Cloud

Should nonprofit organizations embrace Customer Relationship Management (CRM)? The benefits of Salesforce Nonprofit Cloud for NGOs are numerous. Many nonprofit organizations are currently leveraging Salesforce’s CRM for Nonprofits, known as Salesforce Nonprofit Cloud. Salesforce proves instrumental in fortifying and expanding crucial relationships and opportunities aligned with your organization’s mission. Whether it’s maintaining strong connections with constituents, segmenting supporters based on issues and interests, tracking membership activities, or streamlining the donation process, Salesforce empowers nonprofits to confidently and effectively manage their data. What exactly is a nonprofit CRM? A CRM (Customer Relationship Management) is a software application designed to centralize data management, enhancing customer experience, satisfaction, engagement, and service by consolidating all communications across various channels into a unified location. Initially developed with sales, marketing, and customer service in mind, modern CRMs now extend their functionality to interact with all facets of an organization’s operations and business. They facilitate relationship and project management among team members, suppliers, partners, and contributors. CRM software proves invaluable for tracking, collecting, and managing critical information about donors, volunteers, employees, and projects. Benefits of Salesforce Nonprofit Cloud: Salesforce enhances organizational efficiency, enabling nonprofit organizations to lead and address significant challenges faced by the communities and concerns they serve. Salesforce serves as a guide to achieve objectives, professionalize approaches, and optimize influence. Tectonic offers tailored Nonprofit Quickstarts to streamline Salesforce implementation, backed by a dedicated team committed to your organization’s success. If you believe your organization can benefit from Salesforce Nonprofit Cloud, inquire today for a no-cost estimate. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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