Make even more impact in changing the world for the better
Key challenges you may be facing:
Knowing where to invest in marketing to increase funding and volunteer applications
Not-for-profits often rely heavily on traditional and digital media-based advertising. This can be expensive and particularly with traditional media, it can be hard to track ROI.
Marketing Cloud Account Engagement (formerly Pardot) will help you assess the best-fit people to contact about funding or volunteering and allow you to track ROI on campaigns e.g. imagine knowing which individual donors have open your emails and who haven’t. Even better, imagine automating n second email based on whether they opened it or not!
Grading and Scoring: segmenting your donor and volunteer data by fit, and how engaged they are with your marketing
Knowing who to target first increases your chance of getting more funding, repeatedly or who to target to hire more volunteers
ROI reporting on marketing at campaign level to inform spend and budget allocation for future campaigns and initiatives
Focus your spend only on what works ensuring you can justify promotional costs and have more impact for your cause.
Automate mundane but critical tasks on the marketing team through Pardot’s automation rules, segmentation rules, engagement studios and dynamic lists.
Stop manually pulling spreadsheets and lists together; scrambling to produce reports for management on donations, social media engagement etc.
Forecasting the value of upcoming donations in each period and understanding the likelihood of ‘where you will land’ is a critical part of your not-for-profit. As is managing the team’s performance on fundraising, recruiting volunteers and managing key tasks and priorities.
Create assigned tasks that notify team members to follow-up with timely, relevant actions with donor communication strategies. Build long term relationships with donors & supporters.
No more trying to remember to follow-up or ‘Oh I thought you followed up with them?!’. Sales Cloud ensures you are on top of every funding opportunity to maximise your chances of getting the money.
Create a simple pipeline or use Salesforce’s readymade pipeline. See where individual donations or larger corporate funders are at in your process and what the next action is to move it on.
Set accurate targets, and create a true level of predictability for monthly, quarterly and annual reporting to help you grow revenue while managing expectations.
Create notes on each funding opportunity providing insights from your conversations. Even create tasks and checklists to ensure no opportunity moves to the next stage without mandatory information collection.
There is actionable data collected allowing teams to become more and more sophisticated about how they increase funding over time.
For donors and volunteers who are ‘digital natives’ experience cloud provides an amazing chance to build online communities, apps, volunteer portals and more to empower your team, volunteers and donors to be part of your great cause for the long-term.
Create apps, portals and more where interested volunteers can register interest and learn more about previous volunteers’ experience
Get more people excited about making a difference and increase application volumes.
Upload key training materials about the roles, plus information on the difference they are making. Create digital spaces for use on any device.
Create seamless onboarding experience of highly trained volunteers.
Let donors and volunteers into communities (think of forums) to speak about your cause, why they’re passionate and encourage each other to donate more
Create hype and engagement around your cause with a community of people who want to make a difference.
Challenges faced by management teams concerning financial reporting obligations including the ROI of crucial promotional activities, in the Not For Profit sector
From billing, ledger, and inventory management to tax accounting and compliance, Accounting Seed handles all aspects of finance workflows end-to-end.
One software, managing all aspects of accounting, integrated with Salesforce. No more importing, exporting and manually moving data from spreadsheets to software.
Accounting Seed provides dashboards to give you, your board, and the team full visibility on finance KPIs.
The integration with Salesforce means, the range, and depth of data can be company-wide to give a deep understanding of how finance is impacting all aspects of the business