Salesforce for Nonprofits Archives - gettectonic.com - Page 2
Salesforce Success Story
20Jul

Case Study: Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition

Military congressionally chartered, federally supported non-profit corporation that sustains and equips the armed forces. Client employs nearly 170,000 professionals to support and sustain the global mission of the armed forces. Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition. Industry: Federal – Military Process Gaps: Client’s lack of a digital processes for talent acquisition hindered their ability to find and develop top-tier employees. The repository was incomplete, inaccurate, disconnected from other departments within the business ecosystem with no checks & balances in place – resulting into inefficient talent acquisition lifecycle that could not be tracked. Implemented : Technologies integrated : Our solution? Tectonic assisted with the successful implementation of Salesforce Sales Cloud, Experience Cloud, API Integrations and Advanced SF Security. Key activities included: Results: With Salesforce Public Sector Solutions, you can improve the provision of public services, expedite processes, and promote community trust and well-being. These solutions, which are specifically designed for government enterprises, use state-of-the-art technology to streamline workflows, guarantee compliance, and expedite operations. Discover the revolutionary potential of Salesforce in the areas of emergency program Salesforce offers digital transformation technology for government and public sector industries. If you are considering a Salesforce recruiting solution, contact Tectonic today. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July 20, 2023in Public Sector Solutions, Salesforce, Salesforce Development Services, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Public Sector Solutions, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Announces Public Sector Compliance Certifications
18Apr

Salesforce Announces Public Sector Compliance Certifications

Salesforce’s new Government Cloud certification marks a significant step for the U.S. Department of Defense in embracing cloud technology for secure app development and deployment. This certification enables government agencies to harness Salesforce’s suite of tools including CRM, AI, automation, and data management, thereby enhancing staff productivity, reducing operational costs, and fostering citizen engagement. Salesforce Announces Public Sector Compliance Certifications. Today, Salesforce introduced enhanced capabilities and compliance certifications for Customer 360 in the Public Sector. These advancements empower government organizations to modernize their services with tailored features designed to meet rigorous compliance standards within a unified, automated, and intelligent platform. Addressing compliance concerns: As digitalization becomes increasingly prevalent in government operations, ensuring security remains paramount. With over half of government employees reporting increased digitization and a rise in security threats, Salesforce’s Government Cloud Plus – Defense achieves DISA Impact Level 5 provisional authorization. This accreditation enables the U.S. Department of Defense and authorized defense contractors to leverage Salesforce for their mission-critical tasks. Furthermore, Government Cloud Plus already holds FedRAMP High and DISA Impact Level 4 authorizations, permitting federal and local government agencies to develop and deploy apps containing controlled unclassified information. Dave Rey, President of Global Public Sector at Salesforce, underscores the significance of these compliance certifications. He states, “With these compliance certifications, Salesforce continues to demonstrate commitment to meet the evolving U.S. government security needs.” Rey emphasizes the transformative potential of these environments, enabling the U.S. DoD to expedite digital transformation initiatives with the aid of CRM, data management, and automation tools, thereby enhancing operational efficiency on a significant scale. Salesforce Announces Public Sector Compliance Certifications The need for Customer 360: With post-pandemic labor and budget shortages, government organizations need to find a way to do more with less — without compromising cybersecurity or the constituent experience. What’s new in Customer 360 for Public Sector: Only 16% of constituents believe that the government has successfully used technology to improve their experiences. Agencies need to be able to tap into cutting-edge technology, including real-time data, AI, and automation, to deliver proactive personalized experiences citizens are asking for while helping them understand and access public services quickly and easily with proactive delivery of personalized programs. Automation, analytics, and intelligence capabilities purpose-built for the public sector include: “In an increasingly digital world, citizens expect to be able to engage with government agencies, anywhere they are, without friction. And, agencies of all sizes are being asked to do more with less, so they need automated, intelligent solutions to help them modernize service and deliver experiences that are secure, efficient, and easy. With Salesforce, agencies can achieve faster time to value and accelerate digital service delivery, helping to improve mission outcomes and better engage with citizens,” said Nasi Jazayeri, EVP and GM, Public Sector, Salesforce. Learn more about Customer 360 for Public Sector  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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 18, 2023in Salesforce, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Public Sector Solutions
salesforce donor management
08Jul

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July 8, 2022in Salesforce for Nonprofits, Salesforce Nonprofit Cloud, Salesforce Optimization
Salesforce Success Story
02Apr

Case Study: Automated CRM for Fundraising Development and Grants

The largest integrated, not-for-profit group practice in the world. Physicians and scientists from every medical specialty work in collaborative teams to advance discovery and translational research on behalf of patients. Client is a single institution located at three main campuses and over 70 smaller hospitals, laboratories and other facilities. Client’s unique, team-based approach to science is supported by world class resources, core facilities, and computing and other infrastructure. Automated CRM for Fundraising Development and Grants.

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April 2, 2022in Salesforce, Salesforce Financial Services Solutions, Salesforce Implementation Services, Salesforce Success Stories
Nonprofit
08Dec

Fundraising by Salesforce

This comprehensive Tectonic Salesforce insight outlines the steps for nonprofit organizations to plan and implement successful fundraising campaigns using Salesforce. The guide emphasizes the importance of starting the fundraising journey with Salesforce due to its ability to create a unique environment for managing fundraising efforts and other crucial information for successful operations. Here’s a summary of key sections: This insight aims to empower nonprofit organizations to leverage Salesforce effectively, streamline their fundraising processes, and build lasting relationships with donors and supporters. 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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December 8, 2021in Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Nonprofit
20Aug

Nonprofit Marketers Invest in Technology to Support and Drive Strategy

While the demand for the creativity of marketers remains steadfast, the evolving digital landscape of constituent engagement necessitates an increased understanding of technology and automation among marketers. Although most marketers possess Customer Relationship Management (CRM) and Marketing Automation capabilities, a significant portion indicated that different departments use disparate CRM systems, leading to the creation of siloes. Nonprofit marketers invest in technology for increased engagement, success, and automation. Technology for Nonprofits Technology stands out as the second most influential factor shaping marketing strategy, trailing closely behind customer engagement. The digital realm has gained unprecedented importance, with 83% of respondents acknowledging that people’s preferences are reshaping their digital strategies. Meeting expectations is heavily dependent on digital capabilities, as stated by 82% of participants. Moreover, 79% of nonprofit marketers anticipate a more technology-driven approach post-pandemic compared to the pre-pandemic era. Collaboration emerges as the second-highest challenge for marketers this year, with enhancing collaboration ranking sixth on their list of priorities. A considerable 68% of nonprofit marketers find collaboration more challenging now than before the pandemic. The lasting impact of the pandemic on collaboration and communication methods is evident, with organizations acknowledging a permanent shift. Despite physical separation, marketers feel a heightened connection to managers, supporters, marketing colleagues, and partners, although this sentiment is less pronounced across different departments. 75% of nonprofits are implementing new remote work policies, slightly less than the 82% observed in corporations. Nonprofit Marketers Invest in Technology Marketers have recognized a significant shift during the prolonged period of varying shelter-in-place orders – employees can effectively work from anywhere with the right tools and processes. This shift, initiated in 2020 and 2021, is expected to persist, although its extent may vary by region. Nonprofit marketers are adapting by reassessing the tools used for connectivity, with 77% adopting new work collaboration technology due to the pandemic. Real-time and video conferencing apps remain the most widely used, while newer technologies like virtual whiteboards are gaining traction within nonprofits. Tectonic is please to announce our new Nonprofit Cloud Salesforce Implementation Solution. Content updated June 2024. Like1 Related Posts 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 Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Consent Management Analytics and Data Quality Understanding Data Analytics Consent and Consent Management Why Consent Management is Crucial Consent Management Analytics and Data Quality. With laws Read more Mapping Your Customer Journey Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term Read more

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August 20, 2021in Marketing Automation, Salesforce for Nonprofits, Salesforce Marketing Automation
Marketing Cloud for Nonprofits
05Aug

Marketing Cloud for Nonprofits

Introducing Marketing Cloud for Nonprofits: A Comprehensive Overview A brand-new edition of Salesforce Marketing Cloud tailored specifically for nonprofit organizations has arrived – Marketing Cloud for Nonprofits. This specialized edition comes with discounted licensing and includes pre-defined email templates and journeys crafted for nonprofit use cases, with more exciting features planned for future releases. So, how can nonprofits leverage Salesforce Marketing Cloud? What sets Marketing Cloud apart from other digital marketing tools? And most importantly, is Marketing Cloud the right fit for your nonprofit? Marketing Cloud for Nonprofits Utilizing Marketing Cloud for Nonprofits For those involved in nonprofit work, this offering brings significant advantages: Why Choose Marketing Cloud Over Other Tools? Salesforce Marketing Cloud (SFMC) stands out for leveraging your supporter data effectively for marketing purposes. Is Marketing Cloud for Nonprofits Suitable for You? Consider using Salesforce Marketing Cloud if your nonprofit: Pricing and Investment The introductory pricing for Marketing Cloud for Nonprofits starts at £400/€500 per month and offers flexibility to scale as your marketing needs grow. Explore additional contact allowances and sending capabilities as you expand your fundraising efforts. In the nonprofit sector, value for money is essential. The Marketing Cloud for Nonprofits edition provides an opportunity to explore SFMC’s potential with an initial investment. As you witness the fundraising benefits, consider scaling up and exploring advanced features offered by SFMC. Engage with Salesforce partners to navigate your Marketing Cloud journey effectively, and consult with your Salesforce Account Executive (AE) to assess if Marketing Cloud for Nonprofits aligns with your organization’s goals. To learn more about Salesforce products tailored for nonprofits, visit Salesforce.org and kickstart your journey towards impactful fundraising and supporter engagement. To discuss installing and implementing Marketing Cloud for Nonprofits, contact Tectonic today. 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 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 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

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August 5, 2021in Salesforce for Nonprofits, Salesforce Marketing Cloud, Salesforce Nonprofit Cloud, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud
Nonprofit
20Jul

Nonprofit Marketers Focus on Data and Innovation

A primary focus on internal data and tools will help nonprofits solve their larger challenges of making decisions and collaborating to provide a better constituent experience. Nonprofit Marketers Focus on Data and Innovation to accomplish this. Nonprofits are prioritizing unifying data sources so that information can be shared across the organization. This makes sense, as without access to data, innovation is difficult. Innovation was their #3 priority and the #1 challenge. Coming in #4 on the priorities list was improving the use of technology, which was #2 for large organizations, and is foundational to every other priority. Aside from the two top internal challenges around innovating and collaboration, the majority focused on a cohesive journey and real-time engagement to keep ahead of rapidly shifting supporter expectations. You can combine these top challenge and priority areas into a plan that helps you make data-driven decisions and drive innovation to improve every part of your cause marketing experience. Although these areas aren’t always linear, each relates, beginning with tools, data, and collaboration internally, so that you can engage with and measure the stakeholder experience externally. Nonprofit Marketers Focus on Data and Innovation with Video Marketers have widely adopted video as the top currently used tactic, however are shifting with trending formats. For example, 42% of nonprofits are planning to adopt Social GIFs and Memes, which was the least currently used response, but particularly popular with the younger generations. Highly personal user-generated content is the second highest increase, with 39% planning to use, followed by influencer marketing, leveraging highly networked individuals to be advocates for their mission. Given that, it makes sense that the top 5 increases in use of channels is video, social, and ads, followed by digital content and nonprofit’s website. Events too are gradually making a return, however, with the rapid shift to virtualized events marketers made in 2020, virtual events are only expected to increase by 6% in 2022. Supporter Communications are Core to their Experience 6 in 10 respondents in the Nonprofit Experience Index survey had supported or benefited from charitable services in the first half of 2021, with 9 in 10 all saying the organization met or even exceeded their expectations. Email was by far the #1 communication channel preferred, however responding to the statement that “The communications I received from the nonprofit were personalized for me”, only 33.6% agree, and 6.4% strongly agree. Additionally, certain people think that nonprofits ask too much of them — 19% say that the organization asks too often for money and 16% say they are asked too often to volunteer. However, similar proportion (18%) would like to be asked to give more often and one quarter to volunteer more (25%). This provides an opportunity for nonprofits to meet people on the channels they prefer, and use data to time and personalize content. Although email still remains a top preferred channel for constituents, this preference shifts per demographic and individual, with increasing numbers each year preferring other channels. Contact Tectonic today for assistance obtaining your free Public Sector/Nonprofit Salesforce org. Content updated November 2023. Like1 Related Posts 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 Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Mapping Your Customer Journey Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term Read more Marketing Automation Marketing automation is software tool that handles routine marketing tasks without the need for human action or intervention. Common marketing Read more

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July 20, 2021in Marketing Automation, Salesforce for Nonprofits
Cloud Computing for NGOs
22Mar

Cloud Computing for NGOs

As cloud computing becomes more prevalent and accessible, nonprofits are increasingly leveraging its benefits to enhance operations, boost fundraising efforts, and adapt to changing circumstances. Cloud Computing for NGOs. Despite this transition trend, some organizations remain hesitant to adopt cloud technology due to perceived costs, technical expertise gaps, and concerns about security. However, the advantages of cloud computing are pplentiful and can significantly impact nonprofit efficiency and effectiveness. Cloud Computing for NGOs For nonprofits, especially those impacted by the ongoing pandemic, cloud computing offers transformative advantages. It allows organizations to conserve resources by freeing up in-house IT teams or reducing their reliance on them altogether. Furthermore, cloud technology enables nonprofits to enhance digital experiences for donors and volunteers, particularly for those accustomed to in-person fundraising events. Beyond these benefits, cloud computing drives digital transformation within nonprofits, revitalizing processes and enhancing marketing efforts. Here are some specific advantages of cloud computing for nonprofits: Process Advantages: Marketing Advantages: For nonprofit organizations striving to create awareness, raise funds, recruit volunteers, and advocate for change, cloud computing offers a cost-effective solution to enhance operational efficiency, improve marketing strategies, and ensure compliance and security. By embracing cloud technology, nonprofits can thrive in today’s digital landscape while focusing on their core mission of serving communities and effecting positive change. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 22, 2021in Salesforce for Nonprofits, Salesforce Nonprofit Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
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