Nonprofit organizations are real superheroes in addressing social, environmental, and humanitarian issues worldwide. But, guess what? Even superheroes need a helping hand sometimes. CRM systems offer nonprofits a friendly toolkit to manage donors, volunteers, and programs more efficiently.
In this article, you will learn about 2 main Salesforce products for nonprofits, The Nonprofit Success Pack and Nonprofit Cloud.
What is a Nonprofit Success Pack?
The Nonprofit Success Pack (NPSP) is the foundation for the Connected Nonprofit. It’s like a toolbox that starts with a standard way of organizing data and adds ready-to-use tools for managing supporters and donors. NPSP is created by a community of leaders who understand that making a difference matters most. This flexible platform helps nonprofits of any size run their organizations better and connect more effectively with supporters to achieve their goals.
NPSP includes the most essential modules:
- Fundraising,
- Program Management,
- and Marketing.
Explore how ENWAY helps companies streamline procceses with Salesforce implementation.
What’s Included in the Nonprofit Success Pack?
Source: salesforce.com
Fundraising
- Streamlined Constituent Relationship Management: NPSP keeps all valuable connections in one convenient place, allowing nonprofits to easily engage with volunteers, donors, and clients for seamless communication.
- Visualize Performance with Simple Reports: NPSP provides user-friendly dashboards that visualize a company’s performance, offering over 70 industry-specific reports for quick insights and informed decision-making.
- Effortlessly Manage Recurring Donations: With NPSP, organizations can efficiently handle recurring donations from loyal supporters, ensuring consistent revenue streams and accurate revenue forecasting for future growth.
Program Management Module
- Effortless Program Tracking: NPSP’s Program Management Module (PMM) offers a standardized framework for monitoring any program or service, simplifying program tracking and eliminating headaches.
- Track Individual Service Deliveries: NPSP enables nonprofits to keep tabs on every service delivery, understanding their role within the broader program structure effortlessly.
- Cohort Assignment Made Easy: Companies can simplify participant management by segmenting them into cohorts based on attributes like season or funding source, streamlining organization with NPSP.
- Manage Recurring Services and Attendance: NPSP allows program staff to streamline service scheduling by setting up multiple offerings of the same service and effortlessly tracking attendance, ensuring efficient program management.
Marketing
- Tailored Communications with Personalized Content: NPSP empowers organizations to craft segmented communications and personalized content in the Marketing Cloud for Nonprofits, connecting with their audience on a personal level.
- Effortless Email Campaigns with Templates: With pre-built templates in Marketing Cloud for Nonprofits, nonprofits can simplify email marketing, sending visually appealing emails optimized for any device with just a few clicks and maximizing audience engagement.
What is Nonprofit Cloud?
Driven by the top AI CRM, Nonprofit Cloud merges fundraising, program management, marketing engagement, case management, and outcomes into a single, user-friendly solution. Nonprofit Cloud contains 2 Editions that include Sales & Service Cloud licenses plus relevant features for maximizing the capacity, income, and impact of nonprofits.
Based on the Salesforce Customer Impact Report 2021, nonprofits reported an 87% increase in their ability to achieve their mission through the use of Nonprofit Cloud.
What’s Included in Nonprofit Cloud?
Source: salesforce.com
Fundraising
- High-Touch Fundraising: Nonprofit Cloud enables companies to manage giving lifecycles across corporations, foundations, and individuals using the Fundraising Portfolio, while providing a holistic view of individuals through the Donor Profile.
- Mass-Market Fundraising: With Nonprofit Cloud, organizations can easily create complex, reusable segments and utilize Source Codes to track the performance of appeals across various segments, messages, and channels.
- Fundraising Operations: Nonprofit Cloud streamlines gift processing with features like Gift Entry and efficiently manages commitments, designations, soft credits, tributes, and more, ensuring smooth fundraising operations.
Program Management
- Program & Benefits Tracking: Nonprofits can centralize vital program and service information on Nonprofit Cloud for real-time reporting on program performance and understanding ground-level activities.
- Enrollment & Attendance Tracking: Nonprofit Cloud allows organizations to identify program participants, track their attendance, and monitor trends to ensure alignment with targets.
Outcome Management
- Outcome Strategy: Nonprofit Cloud facilitates the definition of desired outcomes alongside the programs driving them.
- Indicators, Time Periods, & Results: Organizations can establish consistent indicators, set targets, and track results for accountability using Nonprofit Cloud.
- Dynamic Assessments: Nonprofit Cloud simplifies outcomes data collection from program participants through streamlined assessment creation and management.
Case Management
- Care Plans: Companies enhance efficiency and consistency by creating personalized Care Plans from templates on Nonprofit Cloud.
- Dynamic Assessments: Nonprofit Cloud enables organizations to easily complete participant assessments and upload supporting files in a guided workflow.
- Inbound Referrals & Intake: Nonprofits can expedite client support through a guided flow from referral to intake to enrollment using Nonprofit Cloud.
- Case Tracking: Nonprofit Cloud ensures appropriate access to client information for seamless tracking.
- Participant Profile: Organizations can quickly grasp participant engagement levels and identify areas requiring additional support using Nonprofit Cloud.
Final Thoughts
Nonprofits are real-life superheroes tackling global challenges, but even heroes need support. That’s where Salesforce CRM tools like the Nonprofit Success Pack (NPSP) and Nonprofit Cloud come in. NPSP offers essential tools for fundraising, program management, and marketing, while Nonprofit Cloud integrates these functions with advanced AI CRM technology. With these solutions, nonprofits can efficiently manage operations, engage supporters, and maximize their impact, ensuring they can continue their vital work of changing the world for the better.
Not sure where to start the implementation of CRM for nonprofits? Read more about our implementation packages.
