Salesforce.com for Nonprofits - The sky is the limit!

Last week Cloudy explained a little bit about the Salesforce.com Foundation and how it supports Nonprofit and Higher Education organizations by providing ten free Salesforce.com user licenses.  

What could your organization do with those ten free licenses?

-Build deeper relationships with your partners, donors, clients, and volunteers.  Salesforce allows you to see all your related information and interactions in one place, including donation history, emails sent, phone calls logged, events attended, relationships and affiliations recorded, and any custom information you collect.  This 360 degree view of your relationships is invaluable as your team works to partner with donors and volunteers, and to better serve your clients!

-Manage your donation and grant cycle, tracking your “asks,” pledged money, and received donations, with a full view of your data relating to each donor.  Standardize the donation process, see which campaigns and events are most effective, and analyze your donation pipeline with custom reports and graphs.  Automate some of your most common tasks, such as Thank You emails and receipts.

-Integrate your email, Quickbooks, event management, or other systems, and eliminate double-data-entry once and for all!

-Use Chatter to tap into the knowledge of your entire organization.  See what your teammates are working on as they add comments to records you are following.  Get a real-time feed of updates on the items you care about send right to your phone, using the Chatter Mobile app.

-Create reports and charts that give everyone at your organization the information they need to make educated decisions.  Your charts and reports will update automatically as data flows into place; you don’t have to keep creating them!  Executives, board members, program staff, and even volunteers can each see just the information they need.

-Check out the Salesforce AppExchange and click “Nonprofits” under “Industry Solutions” to see some of the Apps that have been designed specially for you.  A Salesforce App is simply a way of adding features and functions to your Salesforce.com; many great Apps are free, and many more offer significant discounts to Non Profits.


Read Cloudy's previous post for a little more about Salesforce.com and how it relates to nonprofits.

Here are Cloudy's reviews of a some salesforce apps that are being used by a few nonprofits he knows:
Conga Composer
FormAssemby

For an hour of free consulting for your nonprofit, contact us!