THE TOP 4 FEATURES IN SALESFORCE FOR NGO YOU MUST KNOW

Publish date:

• 4th May, 2021

NGOs need all the help they can in these troubled times to be able to sustain themselves and carry on (if not expand their work) as funds become scarce and everyone has gone into hiding. A tech tool like NPSP / Salesforce for NGOs is just the resource needed to streamline everything to make the NGO a superman for its beneficiaries, with the help of Salesforce partners.

Let’s look at the main 4 features in Salesforce for NGOs as per Salesforce partners:

Constituent management. In this context, when we use the word constituent, it refers to supporters of the NGO / the noble cause being espoused. It is a vital part of any NGO to stay on top of their supporter’s information/data to use the same for better donation-raising and interaction with them. Without supporters, no NGO can sustain its work without donation campaigns, volunteering, or advocacy initiatives, according to SFDC Partners. Hence, every NGO worth its salt must be on top of this. The Nonprofit Success Pack gives access to all NGOs to the basic features of standard Salesforce CRM pre-configured to fulfill the NGO’s donor management and donation requirements. It lets an NGO create supporter profiles using custom fields and relationships with state Salesforce partners. An employee can add custom fields, objects, relationships, and other elements to their CRM. Using NPSP (Salesforce for NGO) for support management means the NGO is free to devote time to other tasks, say Best Salesforce Partners. 

Event management. This aspect may not apply to all NGOs, as only some are involved in events to raise funds for the NGO or a particular program. Organizing an event (big or small) ain't easy with many moving parts. This is where Salesforce for NGOs comes in as a state Salesforce partner.  The event management feature within the NPSP allows the organizers/employees to get a holistic view of the moving parts and thus take action to streamline the various event-related tasks. With the appropriate Salesforce event management application or integration, the following can be tackled with ease without the need to exit the CRM: event registration, all the logistics, and the overall guest experience. Contact Codleo, a Salesforce Platinum partner for more details.

Donation campaign management. The NPSP lets you manage all fundraising efforts efficiently so that your donor campaigns run like well-oiled machines and confirm Salesforce partners.  With the many Salesforce features and some integrations, several fundraising tactics are addressed, such as web-based donations, matching gifts, and peer-to-peer fundraising. With the NPSP, the NGO can monitor all efforts within Salesforce so that the NGO gets data on donors, mediums of donation collection, and how near / far are to your fundraising efforts (present and future).

Marketing and communications. Having a clear-cut marketing strategy is good for spreading awareness, garnering support, and driving donations. Within Salesforce and SFDC Partners, the NGO can run marketing and communications in a sophisticated and holistic manner. The mediums used are emails, social media channels, and physical mail. Your medium of engagement could be any, Salesforce for NGOs makes organizing and/or segmenting recipient lists simpler, access to professional design tools, tracking replies, etc.

Turn Must-Know Features into Action: Let Codleo's Experts Help You Implement Powerful Salesforce Solutions for Your NGO

To unlock the full potential of Salesforce for your NGO, partnering with a trusted Salesforce consulting firm can make all the difference. Our team of experienced Salesforce consultants at Codleo Consulting ensures that you not only implement the right features but also tailor them to meet your organization's unique needs. As a leading Salesforce partner company, we're committed to helping you amplify your impact, streamline operations, and achieve your mission more effectively. Contact us today to explore how we can empower your NGO with the best Salesforce solutions.

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About the Author

Arun Sharma

Arun Sharma, the Chief Operating Officer (COO), focuses on business expansion, product development, and strategic growth. His skills include project and account management, where he improves operations and boosts efficiency. With a growth-driven approach, he leads innovation and ensures projects are completed successfully. His strategic insights have been key to achieving steady results and building long-term client relationships.