SALESFORCE NPSP: A SMOOTH DONOR EXPERIENCE TO ENSURE LOYALTY

Publish date:

• 5th May, 2021

I don’t think you ever stop giving. I don’t. I think it’s an ongoing process. And it’s not just about being able to write a check. It’s being able to touch somebody’s life.” American media mogul Oprah Winfrey

Salesforce.org Elevate is a bouquet of connected offerings for the NGO and education sectors that gives organizations a different way to transform visitors into dedicated supporters with help from Best Salesforce partners. It has a management interface to engage donors and alumni while streamlining the important back-end tasks of payments, CRM, and accounting. Elevate provides all the security and scalability of Salesforce, using the industry's best practices and offering the basics to increase fundraising, thanks to Salesforce platinum partners.

Monies and gift data flow into Salesforce via the Nonprofit Success Pack (NPSP). The organisation can match information to current records to look out for duplicates and connect each payment to a campaign ID in Salesforce for simplified communications. You can also process payments directly in Salesforce, say, through SFDC Partners.

Link your payment gateway to connect Payment Services into Salesforce to accept and oversee payments from your personalised internet donation forms or Elevate’s Giving Pages, and directly receive payments in Salesforce via NPSP or Gift Entry Manager. Import current recurring donations, so all donors can be handled in Salesforce. Web donation forms that resonate with the NGO and are either stand-alone or connected to the NGO website. Add personalised field that collates and writes information directly to standard & custom objects and fields in Salesforce. Enable donors to designate the fund for their gift and provide an option to cover processing fees for state Salesforce platinum partners. The Giving Pages feature accepts one-time and multiple donations and links with Payment Services. 

The donors are the only source of support for many NGOs, apart from government funds and grants. Therefore, it is important to ensure a smooth experience for them, say Salesforce consulting partners. Plus, they must feel valued and engaged regularly. Constant communication that is personalised and relevant keeps donors happy & hooked. Keep a donor happy with the information on the use of the funds, and they will feel that their funds have been well utilised.  Salesforce NPSP is the most powerful digital tool for NGOs to use, streamline their work, and keep donors happy via SFDC Partners.

For more information on this amazing product for your NGO, contact Codleo, a Salesforce platinum partner, for a demo or engagement session. We, as Salesforce platinum partners, will be happy to begin your journey with Salesforce NPSP.

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About the Author

Anand Sharma

Anand is a Salesforce Evangelist, joined the Salesforce ecosystem in 2014 helping customers to be successful with Salesforce, and joined Codleo to share the goodness with even more developers all around the world. He is based in New Delhi, with his wife, and he tries to escape summers every chance he gets.