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Non-profit

Optimize activities, support more effectively

Despite the difficulties and the "new normality", foundations and other OPP (or NGOs) are constantly facing their typical management and organizational challenges. What is still important is the effective (and safety-guaranteing) use of volunteers' opportunities, effective raising of funds for statutory activities and trouble-free settlements.

Salesforce, a globally recognized CRM platform, has been developing tools that meet the needs of non-profit organizations for over 16 years.

The last few months have been a mixture of uncertainty and hope for many people. Helping others became extremely important, and people began to engage more intensively in various activities, especially those organized at the grassroots level. Some initiatives were ad hoc, others evolved into long-term projects.

How will your Nonprofit Cloud help?

The list of functionalities offered by the platform is long and allows for full satisfaction of the needs of non-profit organizations. It provides, among others:

the possibility of more effective communication and cooperation within the organization

creating a 360-degree view of the donor and the environment associated with it (along with the history of payments, information about the goals and amounts of donations)

integration and migration of data from banking systems, the Tax Office and other sources

more effective fundraising

better program management

aggregation of payments for specific purposes from various sources

creating portals for donors and volunteers

optimization and automation of key processes

What can we do for you?

Understand Donors, see patterns

The combination of data from bank statements and obtained through integration with payment systems such as PayU, DotPay or PayPal allows you to create full views of people making payments. It can also take into account their environment (e.g. by setting relationships between donors using the same address or bank account). The tools collect all contacts and activities undertaken by a specific person. Thanks to the view of the full history of payments, it is much easier to analyze the involvement of individual donors and react appropriately to noticed changes in behavior patterns. You can respond faster and better to declining engagement levels, e.g. creating automatic communication. On the other hand – show gratitude, appreciate and encourage the involvement of more people after observing an increase in activity.

Provide value for Donors

Donors (and other people supporting the foundation) expect a certain level of “service”. This also applies to involvement in building relationships, taking forms familiar to them from the commercial market (e.g. to which they have been accustomed by brands). The digital presence of the foundation should reflect modern norms and trends. This is particularly important in relation to marketing activities and activities supporting building relationships, which include, among others: personalized communication, the use of mobile channels and social media. Tools supporting fundraising, developed by Salesforce.org, help to increase donor involvement, which translates into stabilizing the inflow of funds for foundations, and may even increase their level.
Thanks to the tools available on NonProfit Cloud, outbound telephone campaigns, personalization of e-mail communication, planning and implementation of activities in mobile channels will become easier and faster.

Attract, support and motivate volunteers

Volunteers play a key role in foundations, devoting their time and energy. However, in order to operate effectively, they need tools and support in carrying out everyday tasks.

Organizations are constantly developing their teams and put a lot of effort into attracting more people to cooperate. The platform developed by Salesforce.org enables intuitive management of the volunteer recruitment process. Thanks to automation solutions, this task takes less time and becomes easier. Using Salesforce Community Cloud, the foundation can create a platform supporting cooperation between volunteers. It guarantees access to organizing discussion groups and moderator rights (both for selected content areas and the entire platform) for over 10,000 users, completely free of license costs.

Tell the world about your organization

The existence of a non-profit organization depends primarily on the involvement of people – both donors and volunteers. The key, but also demanding task is to reach people who will be close enough to the foundation’s mission to commit their time, energy and financial resources to it. The effectiveness of campaigns depends on basing them on relevant and true data for a given industry (Data Driven Marketing). Thanks to the built-in tools for managing: campaigns, collections, donors and landing pages, Salesforce NonProfit Cloud becomes the central source of truth about all the foundation’s activities. Obtaining a 360-degree view in one console allows for better analysis and segmentation of all people (current and potential donors and volunteers). Thanks to this technology, it becomes possible to precisely send personalized messages, attach groups and people to extensive campaigns, as well as export contacts to external systems (if marketing processes take place in them).

Make sure things are handled smoothly

Personal experiences, which are the source of individual contacts with a given organization, are also extremely important. Salesforce Service Cloud offers a set of tools for donor support in omnichannel mode. Thanks to them, you can improve both issues related to payments and information about interventions or other situations. Ensuring diversified and open (accessible) communication channels allows the foundation to expedite reporting and solving problems signaled to it.

Our case study from non-profit industry

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