Not For Profit Industry
Make even more impact in changing the world for the better
Transform Operations
Salesforce can help transform the operations of not-for-profit companies to make even more impact in changing the world for the better.
Key challenges you may be facing:
- engaging with new potential donors;
- staying on top of renewals if membership-based;
- managing and finding the right volunteers;
- manual work of sign-up forms, onboarding of donors and volunteers through to billing;
- and of course, understanding funding ROI of crucial promotional activities.
Key Challenge
Internal System-related Challenges Faced by Not-for-profit
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!
Problems Salesforce Marketing Cloud can help solve
Understanding the funding opportunity available to you right now
Our solution
Grading and Scoring: segmenting your donor and volunteer data by fit, and how engaged they are with your marketing
The Benefit
Knowing who to target first increases your chance of getting more funding, repeatedly or who to target to hire more volunteers
Understanding where to put your marketing dollars to get the most impact
Our solution
ROI reporting on marketing at campaign level to inform future spend
The Benefit
Focus your spend only on what works ensuring you can justify promotional costs and have more impact for your cause.
Getting your marketing function to focus on creative new ideas, and automate the tasks
Our solution
Automate mundane but critical tasks on the marketing team through Pardot’s automation rules, segmentation rules, engagement studios and dynamic lists.
The Benefit
Stop manually pulling spreadsheets and lists together; scrambling to produce reports for management on donations, social media engagement etc.
Key Challenge
Being efficient and effective in managing donors and volunteers
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.
Problems Sales Cloud can help solve
Ensuring prompt follow-up to keep donors engaged
Our solution
Create assigned tasks that notify team members to follow-up with timely, relevant actions
The Benefit
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.
Accurate forecasting to create predictable revenue and achievable targets
Our solution
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.
The Benefit
Set accurate targets, and create a true level of predictability for monthly, quarterly and annual reporting to help you grow revenue while managing expectations.
Understand what key communication points work with the different volunteer & donor types
Our solution
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 e.g. have you collected the correct info to take a donation
The Benefit
There is actionable data collected allowing teams to become more and more sophisticated about how they increase funding over time.
Key Challenge
Provide best in class experience for both donors and volunteers
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.
Problems Salesforce Experience Cloud can solve
Recruiting Volunteers online
Our solution
Create apps, portals and more where interested volunteers can register interest and learn more about previous volunteers’ experience
The Benefit
Get more people excited about making a difference and increase application volumes.
Training Volunteers
Our solution
Upload key training materials about the roles, plus information on the difference they are making
The Benefit
Create seamless onboarding experience of highly trained volunteers.
Creating community around your great cause
Our solution
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
The Benefit
Create hype and engagement around your cause with a community of people who want to make a difference.
Key Challenge
Managing Not-for-profit Finances
Challenges faced by management teams concerning financial reporting obligations including the ROI of crucial promotional activities, in the Not For Profit sector
Problems Accounting Seed Can Solve
Apps, spreadsheets, paper ledgers – financial data everywhere!
Our solution
From billing, ledger, and inventory management to tax accounting and compliance, Accounting Seed handles all aspects of finance workflows end-to-end.
The Benefit
One software, managing all aspects of accounting, integrated with Salesforce. No more importing, exporting and manually moving data from spreadsheets to software.
No real-time view of finances and limited, manual reporting for your board
Our solution
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