TIRED OF MANAGING YOUR NONPROFIT ON EXCEL DOCS?
WHY SALESFORCE FOR YOUR NONPROFIT?
Why Now is the Time You have been resilient in the face of adversity for months but this pandemic just won't seem to end and you KNOW you've waited long enough (maybe too long) to digitize your nonprofit.
But what CRM to choose in a landscape of hundreds of options? You don't have the time, or energy, to weigh out all the costs and benefits. So you need to choose the right one the first time out of the gate.
No pressure right?
Lets Begin with the Basics
What is a CRM? "Customer Relationship Management" Except in this case as a nonprofit you don't have customers - you have donors, clients, board members, affiliate organizations and volunteers. And ALL of those relationships need to be tracked and managed to satisfy all the moving parts of your mission
Wait - is Jim both a donor and a volunteer?? Oh and he also works at the affiliate shelter that we support?
Say goodbye to the hated administrivia work - what should the right CRM do? Actively tracks and manages your constituent information
Connects your Entire Team from any Device Intelligently captures constituent emails/details
Simplifies repetitive tasks so you can concentrate on your mission
Delivers Instant Insights and Recommendations
And a little considered factor in picking a CRM is... The CRM can extend and customize as your nonprofit grows
MORE THAN
4000 Preintegrated Apps on
Salesforce Appexchange
We've spent years answering the "why" for nonprofits - here are our top 5 reasons to chose Salesforce Nonprofit Success Pack (NPSP)
Simplified team Collaboration
Manage all Donations and Income in Real-Time
Insightful Reporting As Your to Measure your Programs Nonprofit Develop, NPSP Success can evolve too
Fundraising, Programs, Volunteers and more in 1 system
Simplified Team Collaboration In today's ever evolving nonprofit world flexible and remote work is becoming more and more common. But if all of your coworkers are in different locations, it can be easy to stay heads down, focused on your work. How can your CRM keep you and your team connected? Salesforce's Nonprofit Success Pack offers: Chatter - Chatter is great for posting updates, asking questions, having discussions and making announcements - there is also a Chatter groups if there is a specific nonprofit topic you are wanting to keep the team focused in on - notification settings allow for you to be kept as updated as you would like each day Quip - looking for a mobile-friendly way to create and share documents, spreadsheets, chat and tasks, all in the cloud? Quip has deep integrations in to the Salesforce platform and can allow for quick feedback and collaboration quickly and efficiently
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Manage All Donations and Income in Real Time W Fundraising is a nonprofit’s most valuable asset for future growth and success. But its also comes with an overwhelming amount of manual tasks for a nonprofit if the day to day work of donations hasn't been automated. And so we have built an application for the Salesforce platform that will remove all of that manual work so you can get back to the valuable people-driven part of your mission Salesforce NPSP + fundraisingManager: gamechanger Step 1: install a customizable, bilingual website form for your donors Step 2: instantly process, acknowledge, and CRA Receipt your donors Step 3: Sync your donations to Quickbooks with our Quickbooks integration Step 3: Get back to your donors and mission vs manual tasks
Insightful Reporting to Measure your Nonprofit Success For many small to medium nonprofits, time is your most valuable asset. You are a small team, pulled in many directions. Trying to figure out what is and isn't working in your nonprofit can often feel like a shot in the dark. "What information should we be collecting? How should we be collecting it? And how are we going to analyze and extract the most useful information?" With Salesforce Nonprofit Success Pack + fundraisingManager you will be able to instantly store and report on all incoming donor data. You will be able to determine: geography of your giving base measure engagement based on donation amount and frequency and see which campaigns are working well and which ones aren't Over 50 out of the box reports come with the standard NPSP product. Need something special? The cloudStack team can do that for you
As Your Nonprofit Grows Salesforce Can Grow With You
What your company does
Why your team is amazing
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As an organization that exclusively serves nonprofit professionals we recognize for nonprofits that budget is often king. Convincing boards to support tech initiatives, getting adoption by staff and even finding the time to invest in the journey are all enormous hurdles. What makes Why should they
you unique
support you
Ultimately the goal of implementing Salesforce NPSP should first be to have it serve your current Nonprofit needs - often this is fundraising. But as you grow, as your organization stretches its goals or services, having a platform that can grow with you prevents the need to switch AGAIN to something that can fulfill your new needs. And that is why Salesforce has thousands of possible integrations that can be done to support your continued growth when it is the right time for your nonprofit 1. Email Integrations: Gmail, Outlook 2. Marketing Integrations: Pardot, Hubspot, Campaigner, Marketing Cloud, Tableau 3. Accounting Integrations: Quickbooks, Brickwork, Accounting Subledger 4. Email Marketing: Constant Contact, Campaigner, Pardot, Mailchimp 5. Community Engagement: Volunteers for Salesforce 6. Program Management: Docusign, Nonprofit Cloud Case Management 7. Event Management: Eventbrite, Eventspark, TicketManager
Connect, Organize and scale programs and services
Program Management
Manage volunteer events and people with Volunteers for Salesforce
Community Engagement
Donation Forms, Processing, Peer to Peer, automated receipting and more
An End to Siloed Data and Systems that can't Communicate Since March 2020 the workplace has drastically changed - teams that for years were meeting in person to discuss the day to day workings of their nonprofit suddenly found themselves trying to recreate that feel from home. Teams also found themselves struggling to work together with siloed software that sometimes wasn't even on the cloud.
Salesforce nonprofit Success Pack
Analytics
Additional Apps
fundraisingManager
Its forced many organizations to rethink their needs and the ability to have one source of truth has become king. Not only can the Salesforce platform natively provide all of your fundraising, marketing, communications, events and more all on the same CRM it also is always available to nonprofit employees with an internet connection.
Marketing Communications
Highly secure, with data hosted both in Canada and the US, Salesforce Nonprofit Cloud can expand your impact from anywhere in the world with its integrated platform for Nonprofits. Get in touch with our team to arrange a consult today and find out how quickly we can get you on to the #1 CRM for nonprofits in the world.
Measure fundraising performace and client impat with reports and dashboards
Mailchimp, Constant Contact, Eventbrite, Quickbooks and more
Engage with constituents long-term with Pardot or Journey Builder
sales@cloudstackservices.com
Ultimately the Benefits of Salesforce for Nonprofits Speaks for itself Take advantage of the tools available.
89% of Salesforce NonProfit Cloud customers say Salesforce has helped improve their Ability to Achieve their Mission Source: Salesforce Survey
89%
17%
Reduction in cost per dollar raise
in Marketing Campaign 23% Increase ROI
24% Increase in Donor Retention 49% Faster Response to Constituents in Constituent 36% Increase Engagement
87% of nonprofit professionals believe data is important to their organization.
Only 6% feel confident that their data is being used effectively. Source: EveryAction, "The State of Nonprofit Data: The Good, the Bad and the Ugly" (2018)
We would love to support you and your team.
Contact Us Phone Number 416 - 725 - 5877
Email Address sales@cloudstackservices.com
Website www.cloudstackservices.com