Non-profit organizations are different from businesses and have unique needs when it comes to Salesforce. With nearly a decade's experience of working with non-profits, we understand that. We help you achieve your mission and connect with your constituents and stakeholders by fully leveraging the Salesforce platform.
Fundraising
Salesforce provides a wide variety of tools to help you manage your fundraising activity. From the Non-Profit Success Pack to online donations, we help you create a fundraising system tailored to your needs. Possible features include:
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Donor totals and giving history reports
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Household management
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Online donations
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Automatically generated thank you letters and emails, using donor-specific data
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Grant management (as grantee)
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Major gifts
Constituent Management
Many organizations deal with different types of individuals and organizations. Your organization may deal with donors, volunteers, clients, supporters, as well as other individuals. You may also interact with foundations, partners, grantees, government agencies, and other types of entities. It's helpful to keep track of who's who and different types of constituents may be treated differently. We help you build the appropriate infrastructure in Salesforce to manage all these people and organizations. Possible features include:
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Relationships between organizations and individuals
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Mass communication
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Membership management
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Volunteer management
Program Management
Your organization has a mission and may have multiple programs to support this mission. Each of these programs may have multiple moving pieces, with different deadlines, stakeholders, and outcomes to manage. We customize Salesforce so that you can effectively manage these programs and measure their progress so that you can better achieve your mission. Possible features include:
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Online applications and forms
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Activity tracking
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Outcome measurement
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Event management
Grantmaking
Your organization may provide support to other organizations and you want to track these grants and measure progress. Through Salesforce, we will build a platform that allows you to manage these grants, from the initial planning all the way to grantee reports and fund allocation. Possible features include:
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Online application
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Review process
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Awarding grants
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Grantee reports
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Fund allocation