Guide to effective CRM for NGOs: Streamline operations, optimize fundraising, & empower your cause....
At Codleo, we are guided by the principle that we are the guardians of the planet for the next generation and are duty-bound to make it a better place. Therefore like Salesforce, we pledge 1% of our time to social projects. Salesforce “Power of Us” Programme offers 10 donated subscriptions and generous discounts to empower non- profits with the tools to widen their impact on society. In Codleo, a dedicated Salesforce NPSP consultants who collaborate exclusively with NGOs & higher learning institutions to aid in extending their outreach and widen their impact by using the Salesforce platform
Concerns
NPSP?
The Nonprofit Success Pack or NPSP (formerly known as Nonprofit Starter Pack), is a constituent of the Salesforce Nonprofit Cloud. NPSP from Salesforce is an open source add-on app to Salesforce.com with pre-built constituent and donor management features. Salesforce Nonprofit Success Pack (NPSP) is a series of managed packages, installed on top of Salesforce Enterprise Edition.
Features
Salesforce NPSP enables managing donors or constituents who are crucial for the success of NGOs. For the team responsible for donor engagement, it provides a mine of data such as contact details, relationship with the NGO, donation details and demographic profiling.
Salesforce for NGO helps you Track Donations & Manage Grants received effectively. This would lead to better planning for donation drives and reaching out to institutions for getting more grants.
Communication with the world is essential to spread your message, raise more funds and widen your scope of work. Salesforce NPSP empowers NGOs to engage with various categories of audience by providing personalized experiences. It allows stake holders to visit their personal journeys thus strengthening their commitment.
Managing volunteer engagement whether in the form of time or resources is easy with the Salesforce NPSP. It allows you to track volunteer hours, matching skillsets to opportunities and even provide them with the flexibility to devote time in shifts.
Creating and tracking the campaigns for donations or programs is now simple. Opportunity campaigns can be carried out within or outside the purview of Salesforce based on the nature of campaign.
With Salesforce NPSP, you get easy access to many default reports which offer insight into donors, funds received, grants, volunteer engagement and ROI on campaigns. Customization of the reports as per your requirements is possible.
Salesforce Nonprofit Success Pack (NPSP) for NGO gives you complete access to data via the Salesforce Mobile application. Users can create and update the key data from their mobile applications such as Household and Organization Accounts Contacts.
Videos
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FAQ
Nonprofit Success Pack (NPSP) is a product within the Nonprofit Cloud. NPSP is data architecture that sits on top of Salesforce and is pre-configured for the types of use cases that nonprofits need, supporting Donations, Households, and more. Nonprofit Cloud encompasses a complete set of Salesforce technologies that take into account tech challenges faced by the NGO community. It includes products such as Sales Cloud, Marketing Cloud, and Communities - as well as products built specifically for NGOs by Salesforce.org. Nonprofit Cloud does not include HEDA (Higher Education Data Architecture) or Philanthropy Cloud.
For current customers, the fact that Nonprofit Cloud exists is a reason to invest more heavily in the platform. Salesforce.org is committed to deepening its engagement with nonprofits. It is conveying a message to the sector that salesforce is here to partner you and invest in your success, and we have the support of a cloud platform to enable the same. Existing clients need not worry about license changes or cost factors.
Nonprofit Cloud is similar in nature to a Health Cloud or Financial Services Cloud rather than a Marketing Cloud. It is designed to be used as an industry application on top of the existing Sales Cloud. You can take different products within the Salesforce portfolio such as NPSP & communities and customize them to fulfill your needs. If a customer is using NPSP + Service pack plus Communities, it covers the features of Nonprofit Cloud.
There are three solution lines you will hear about within the Nonprofit Cloud:
Codleo Consulting, Salesforce.org partner would recommend you customizations depending on your requirements. You choose the Salesforce products that best suits you.
NPSP is a part of the Nonprofit Cloud. Nonprofit Cloud encompasses NPSP and so much more. The cloud is proof that solutions to issues faced by the NGO sector have been provided by Salesforce. NPSP is a part of these solutions.
Following are the roles of a Salesforce NPSP Consultants:
