Here's How You Can Ease Operations for Your Non-Profit Organization: With a Salesforce Customer Portal

Salesforce's powerful customer portals give you the tools to keep your organization running efficiently and provide your members, donors, and customers with more self-service and personalized options to meet their needs. A Salesforce customer portal can enable your members and donors to renew their membership, donate, request to update their contact information or set up recurring payments all from their mobile phone or desktop computer.

It can also enable your non-profit employees to communicate more quickly and easily with your members, allowing your non-profit organization to streamline operations in ways you never thought possible.

Let's discuss in detail how Salesforce can prove to be beneficial for Non-Profit Organizations by simplifying their operations:

What is Salesforce, and How Does NPSP Work?

Salesforce, a cloud-based software company, provides tools to help businesses find more prospects, close more sales, and offer better customer service. Cloud technology allows businesses to connect with customers, partners, and potential customers. Salesforce makes it easier for your sales, marketing, commerce, and IT teams to work together worldwide. Salesforce's goal is to keep customers happy from anywhere.

In today's market, where every nonprofit is trying to become as efficient as possible, Salesforce is an option that you may want to consider when considering new technologies for your nonprofit organization's operations.

Salesforce for NonProfit Businesses

Salesforce solutions help nonprofits connect members, volunteers, and supporters with strong collaboration networks. Salesforce for Nonprofits helps increase employee productivity by providing client-focused communications that help build success stories. CRM automates manual administrative tasks so employees can spend more time with donors and other businesses that support nonprofit goals. Salesforce has been a great tool for nonprofits to increase their ROI and retain donors.

Nonprofits have very specific needs, so they will need to be able to use Salesforce in the best way possible to keep track of the most important areas, which includes:

• Management of constituents
• Event management
• Fundraising campaign management
• Marketing and communication
• Dashboards and reports

What are the Features Available on the Salesforce Customer Portal?

Salesforce Nonprofit Cloud

A customer portal is designed to make the administration of your non-profit easier. The main features available on a Salesforce customer portal are an event calendar, cases and questions, document library, and community forum. Salesforce Nonprofit cloud has made non-profits more efficient by cutting down on administrative tasks and saving them money in hardware costs.

Salesforce's customer portals can also be customized for different departments within your organization, allowing easy data management. Your team can access all this data from any location. A visual report will be available that includes information about donation history, notes, and other relevant documents.

Event Management Apps

It allows you to organize your events into colour-coded calendars so you can quickly see what events are coming up or what events have happened. It also allows you to invite attendees and share calendars with others via email or other sharing options.

You can use the Message feature to send reminders about who attended and gave donations during your event. When people donate during your event, they are emailed a receipt directly from Salesforce.

Fundraising Campaign Management

With a salesforce nonprofit portal, you can manage fundraising campaigns with ease. Each donor will receive a notification when their donation is received. Donation summaries are automatically generated at the end of each month, saving time and energy. You'll also be able to track how many donors there were, how much was donated, and how much revenue was raised for each campaign.

Nonprofit Marketing

All nonprofits should utilize social media nowadays, but managing multiple platforms can get confusing. A Salesforce customer portal comes equipped with social media tools that make it easy to post updates and reach out to followers on all platforms, including Facebook, Twitter, LinkedIn, etc., without having to log in and out of multiple accounts every day.

You can also do email marketing with it. Mailchimp integration makes setting up newsletters simple. Just create one list in Mailchimp and sync the list with your CRM account.

Quick Chatbots

Not only does Salesforce offer many great features to help with operations, but they also offer quick chatbots to help guide users through the app. For example, if a user or any stakeholder wants to know more about any particular event date, they can select from the dropdown menu of the chat option and get their answer within seconds.

This increases trust and builds better relationships with donors, partners, sponsors, and other important stakeholders.

Dashboards and Reports

Dashboards provide timely reporting, built-in graphs and charts, and detailed insights about your organization's performance. Dashboards are organized according to which department needs the information most often. You can customize these dashboards based on your needs as well.

Here are some ways that nonprofits can use dashboards:

• Track fundraising goals
• Survey responses can be collected and shared
• Automated update events with the last year's information
• Schedule regular updates and measure donor participation

Benefits of Using Salesforce for Nonprofits

There are many benefits to using Salesforce for your nonprofit. Let's understand these in detail:

• Efficient communication between teams: The web-based customer portal provides a central hub of all the relevant data and documents you need, ensuring efficient communications and collaborative teamwork among staff members and volunteers. Also, its remote operation can help you get in touch with your team no matter where they are.
• Improved decision-making: By having access to every single piece of information that you need at any set time, you can improve the speed at which decisions can be made.
• Efficient forecasting of income and expenses: By using robust reports from within Salesforce, you can track your organization's revenues and expenses, ensuring that accurate forecasts are available to help make strategic decisions.

Nonprofits can also categorize participants based on various filters such as season, funders, etc. Nonprofits can set up recurring services on the tool to track them easily.

• Donors can donate funds from anywhere: With the updated interface of Salesforce, donors no longer have to come into the office physically. They just have to provide their credit card details online and get an electronic receipt on their email account.
• Quick assistance to donors/partners or other organizations: The chatbots are quick and efficient enough to resolve the queries of your stakeholders. For example, if the donor needs to know how much more money is needed for a certain cause, they will ask the chatbot, and it will tell them immediately.
• Salesforce helps non-profits reach out to new partners: Partnerships play an important role in creating sustained success for nonprofits. With its email marketing tools, you can reach out to new partners and collaborate with existing ones without any hassles.

Want to Get Started with Salesforce for Nonprofit?

Salesforce is an excellent tool to help you manage and grow your nonprofit. CRMJetty can help you get started on the right foot by making it easy and risk-free.

CRMJetty helps nonprofits streamline their fundraising process through our donor management software, which includes CRM, data analysis, and donation processing.

We also offer powerful marketing automation tools, including email campaigns, social media engagement, lead nurturing, webinars, and other web content tools to help non-profits reach more potential donors. Our team can help you know the critical areas of your NGOs where salesforce can bring shine.

Let's connect to build a world of automation and simplicity for nonprofit organizations!

FAQs

What can Salesforce do for non-profits?

Salesforce CRM allows non-profits to store and collect donor information. This data can be used for fundraising campaigns, events, communications with donors, financial and accounting systems, and many other purposes.

How much does it cost?

Ans. There is no set price for the service since each customer has different needs, and we tailor the package accordingly. The pricing will depend on the number of users, their roles, and the desired features in your package. Contact us today so we can get you started!

Can the whole system be customized to suit our needs as an organization?

Yes, we work closely with all clients to build custom packages and ensure they have access to the tools they need. With this in mind, we offer a free consultation where you can talk about your project goals, any limitations you may have budget-wise or in a time frame, and any special requirements. We want this process to be as easy as possible, so don't hesitate to reach out!

Original Source: https://www.forcetalks.com/blog/heres-how-you-can-ease-operations-for-your-non-profit-organization-with-a-salesforce-customer-portal/