By Inspire Planner / 03.03.2020 / 8 mins read

Salesforce Nonprofit Cloud and Everything You Need to Know About It

Salesforce

Salesforce is one of the companies which is never shy of its Corporate Social Responsibilities (CSR) and always works in the direction of its vision statement, which is to help the society in all ways possible. Salesforce has been working with Nonprofits and educational institutions for a long time in order to provide the latest technologies to them. They recently launched the Salesforce Nonprofit Cloud which has revolutionized the way Nonprofit organizations handle their data.

Salesforce Nonprofit Cloud provides them a carefully designed and curated data model that satisfies the CRM requirements of Nonprofit organizations like Donor Management, Client Management, Campaign management. It also offers these organization access to ever-growing Salesforce apps from the AppExchange, such as Inspire Planner for Project Management in Salesforce, DocuSign for electronic signatures, FormAssembly for building web forms, and more.

Nonprofit cloud benefits organizations to get a complete view of your mission, your constituents, campaigns, donors and other data and provides you with opportunities of finding more constituents and support more donors effectively. It also provides you with a view of the impact of your campaign efforts thereby helping you to track and associate campaign outcomes with constituents and donor data.

Salesforce Nonprofit Cloud
Picture Credit: Salesforce.org

Nonprofit cloud is actually built upon the data model and functionalities of Salesforce’s previous offering in this space namely Nonprofit Success Pack (NPSP). NPSP was a Salesforce custom app designed with Nonprofits requirements in mind and provided a data model that supports components like Constituent management, Fundraising, and others. This new data model basically backed the Nonprofits to achieve more with configuration rather than customization and get started on moving everything to Salesforce quickly.

Salesforce Nonprofit Cloud is an extended version of NPSP which has been designed by collating features from other Salesforce applications making it a complete package to satisfy all Nonprofit requirements.

Salesforce Nonprofit Cloud brings all your major CRM processes – Fundraising, Program Management, and Engagement onto one single platform and supports a 360 vision with the aid of various features from different Salesforce applications. On top of it, it also provides analytics capabilities at all levels from basic to advanced (Einstein capabilities) thereby enabling Nonprofits with insights and inputs to maximize their coverage with minimal resources.

Salesforce Nonprofit Cloud Features

Salesforce Nonprofit Cloud
Picture Credit: Saleforce.org

Some of these top features include:

Constituent Management:

Salesforce Nonprofit Cloud provides a data model that can be easily configured to capture constituent data. It allows you to capture all kinds of constituents from individual to organizations and also provides default fields which capture donor and donation specific data and enables easy reporting. The default data model supports the capturing of constituent information and can be further customized according to customer needs. It also provides standard Salesforce functionalities like Web to lead, Email to case functionality and others.

Fundraising in Salesforce Nonprofit Cloud:

Nonprofit Cloud supports fundraising as a function similar to campaigns in Sales Cloud. Fundraising activities can be set up and tracked for their success via configuration and it allows Nonprofits to track their event success and determine the target completion at all times. Fundraising functionality in Salesforce Nonprofit Cloud supports features like Online fundraising, peer to peer fundraising and provides advanced functionalities like matching gifts.

Apart from just fundraising campaigns, it also supports default event management capabilities which comes in with handy features like Event Registration, Event Financial management, and others.

Reporting & Analytics in Salesforce Nonprofit Cloud:

Nonprofit Cloud is backed up by standard Salesforce Analytics and Einstein features. It provides a huge range of predefined reports specific to Nonprofits like Donor Acquisition, Event performance, Fundraising campaign performance report, Fundraising progress, survey results, and others. These reports and dashboards can be configured with a few clicks and displays all the information about your campaigns in presentable and attractive dashboards. 

Salesforce Einstein also provides relevant insights based on your constituent data which can be used for strategizing further efforts.

Community Support in Salesforce Nonprofit Cloud:

Nonprofit Success pack is basically your entry to the world of Salesforce connected app ecosystem. As the larger Salesforce ecosystem does, It also enables its users to be part of Power of Us hub and other Salesforce communities which helps them to ramp up quickly on the tool and get their queries cleared. 

Benefits of Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud
Picture Credit: Salesforce.org

Some of the main benefits of the Salesforce Nonprofit Cloud platform include:

  • Faster response to constituents: Salesforce Nonprofit Cloud allows you to store all your data in one place and establishes a process for all primary functions like Donor management and others. This, in turn, reduces the number of missed opportunities and enables a faster and more efficient process of responding to constituents.
  • Increased donor retention: Salesforce Nonprofit cloud features not only enable the Nonprofits but also the donors and other users. The increased transparency and defined processes increase the confidence of Donors in the nonprofits leading to higher retention rates.
  • Higher ability to achieve the mission: Nonprofit cloud improves the efficiency of the organizations and provides them with better insights enabling them to achieve their mission at a better pace.
  • 360-degree donor and receiver view: Nonprofit Cloud collates all the data for the entire lifecycle of the customers and displays it in a 360-degree view. This helps Nonprofits handle their constituents and target them with a personalized approach.
  • The decrease in fraudulent activities/transactions: As Salesforce Nonprofit Cloud automates and regularises the flow of funds, it results in reducing human errors such as wrong allocation and entries, while Einstein also assists in detecting any suspicious activities in the process.
  • Lower cost of operations: As the introduction of the Nonprofit cloud brings down the manual effort needed, it leads to an overall lower cost of operations. Moreover, Salesforce offers NPSP licenses at deep discounts. Salesforce considers its responsibility of giving back to society and hence runs the Nonprofit licenses at deep discounts on case-by-case basis. Also, many Salesforce apps from the AppExchange offer special discounted Nonprofit pricing. For example, at Inspire Planner, a powerfully simple Salesforce project management app, we proudly support nonprofits with 10 free licenses and have further nonprofit discounts for additional licenses in order to help these organizations be more efficient in working towards their missions. 

Summary

Salesforce Nonprofit cloud is an advanced version of NPSP which is further developing with the help of connected Salesforce apps. Further advanced features are currently being developed and will be rolled out in future releases. Considering the progress Salesforce is making in this area, now is the perfect time to start your journey with the Nonprofit cloud and make most of it.

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