Why salesforce for nonprofits is here to stay?

Dream. Dare. Do – that is Suyati’s work principle in a nutshell.

Dec
16
2016
  • Author:
  • Saranya Balachandran

salesforce-for-nonprofitsWe live in an era where technology forms the cornerstone of any successful venture. Enterprise technology has become the order of the day. Successful ventures, be it for-profit or nonprofit organizations, have adapted systems that help centralize information and manage database of prospective customers, partners and relationships with other relevant stakeholders on a Cloud driven platform. Salesforce is a Customer Relationship Management (CRM) tool that is established on a Cloud platform that seeks to connect all networks that aid in deepening relationships for nonprofits. Considering that fundraising is an important aspect of a successful nonprofit, Salesforce for nonprofits seeks to particularly engage relevant stakeholders, bring all important information under one umbrella, and thereby work toward providing better services and delivering sustainable solutions. Nonprofits have to deal with a large amount of data, given the diverse nature of relationships they have with donors, volunteers, and vendors. To better facilitate efficient tracking and management of interactions with various constituent bodies, Salesforce for nonprofits is one of the best CRM tools available in the market today. Centralizing information for easy lookup is thus possible with an all-encompassing 360-degree perspective that has become a practical reality!

To maintain a database infrastructure that houses all information under a single roof and provides instant accessibility, Salesforce for nonprofits lays the foundation for a strong and sustainable customer relationship management. As a CRM tool, it is easy to deploy and offers a user friendly interface for nonprofit professionals to quickly adapt to. As a single technology platform that aims to connect all stakeholders of a nonprofit, it makes tasks such as raising more funds, communicating across various channels, and engaging the entire network for better delivery of services. An efficient CRM tool that provides real-time data and has robust reporting capabilities, Salesforce for nonprofits is particularly suitable in the age of digital that we are in today. An additional bonus is the fact that 10 donated licenses of Salesforce CRM Enterprise are being provided to eligible nonprofits. Not just that, through the Salesforce Foundation, Salesforce offers an 80 percent discount on additional licenses thereby making deployment of a CRM enterprise affordable for nonprofits.

Here are some of the reasons where nonprofits have been able to make the most of Salesforce:

 

Ample flexibility that allows customization

A powerful user-friendly platform, Salesforce offers wide ranging flexibility that enables nonprofits to develop customized solutions and tailor them according to specific needs. Owing to the holistic view that Salesforce provides, nonprofit professionals can access and update client records centrally, without having to wade through hordes of data extensively. Being an open and extendable platform, a nonprofit’s dynamic needs are completely catered to with Salesforce.

Easy to integrate

Nonprofits stand to benefit with Salesforce through add-ons such as email marketing, business intelligence and efficient project management, among many others. With its email integration with Microsoft Outlook, nonprofits can readily access contacts and track customized information. With appropriate address look-up tools pre-installed, Salesforce helps nonprofits save time as well. The package includes three automatic upgrades annually, in keeping with the Salesforce upgrade rollouts, and for no extra charge to you.

Mitigation of maintenance costs

Considering the way nonprofits operate, Salesforce provides a cutting-edge and adaptable cloud management platform that does not incur heavy upgrading costs. Automatic updates occur on a regular basis so much so that they are up to date with the latest social media versions as well. Since it is based on a cloud platform, Salesforce does not incur server costs thereby reducing human factor or a large workforce. In addition, it also allows users to provide access control measures to selected units.

Useful in decision making processes

The most basic tasks such as consolidating data, making decisions based on available data, or even accessing data from a single source, Salesforce provides more than just vanilla solutions to these tasks. Precluding the time and effort spent on maintaining parallel databases and multiple interfaces, Salesforce enables stakeholders to spend quality time nurturing relationships.

Comprehensive reporting analytics

Endowed with powerful querying and reporting systems, Salesforce is a tool that enables cross referencing of communications to donations and grants. With an in-built builder that does not particularly necessitate hardcore IT skills, one can generate user-friendly reports that can be shared across the platform and across vendors as well. Customizable dashboards with information organized in charts and graphs are also available.

A platform, rather than an application

Salesforce functions as platform that gives the luxury of building versatile systems that allow nonprofits to use it as a toolbox rather than an application. This makes implementation pretty straight forward and therefore helps organizations set it up easily.

For nonprofit organizations, which are typically dependent on a regular inflow of funds through fundraising, Salesforce, as a CRM tool, can contribute by simplifying the most common tasks and processes. This in turn leads to conserving time on back-end management and tracking, allowing more time for deepening relationships among all constituent bodies. Contributing to a more technology-driven, socially connected organizational culture, Salesforce is a powerful tool that is here to stay for nonprofits. Navigating through huge data silos is now a thing of the past.

Share your comments on this blog. To know more about Suyati’s Salesforce consulting and implementation services, please write to services@suyati.com.

 

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