Salesforce is a cloud-based customer relationship management (CRM) platform. It provides NGOs with a range of services, including contact management, grant management, event management, and donor management, to help them simplify their operations. Additionally, Salesforce provides a complete set of tools for fundraising and marketing. Nonprofits can also utilise Salesforce to build specialised applications that are tailored to their particular need.
For Example - To handle donor information or follow volunteers, a company may develop an app. The force.com platform, which has many features and capabilities, is frequently used to create Salesforce apps. Nonprofits can nonetheless create Salesforce apps using third-party development platforms as well. Depending on their needs, nonprofits using Salesforce can select from a range of price choices. Salesforce further provides savings to NGOs who purchase yearly subscriptions.
5 Essential Salesforce Apps For Non-Profit Organizations
Inventory Management
The practice of monitoring inventory levels, orders, and sales is known as inventory management. Keeping track of inventory is essential for companies that sell real goods. Customers might not be able to acquire the things they desire if inventory levels are too low. On the other side, firms could shell out extra money for storage if inventory levels are too high. Businesses may track orders, sales, and inventory levels with the use of the Salesforce Inventory Management software. The software gives customers access to real-time inventory data so they can plan effectively for managing their inventories. Additionally, the app provides tools like order monitoring and sales analysis that may help companies improve their inventory management techniques.
Event Management
Using the Event Management Salesforce tool, non-profit organisations may more efficiently organise and carry out events. The software offers a consolidated platform for handling all aspects of event management, such as venue selection, registration, and volunteer management. Additionally, event management provides effective methods for monitoring the budget, timing, and impact of events. Event management makes it easier for non-profits to focus on their primary objectives and meet their financial targets by streamlining the event preparation process. Additionally, the app's extensive reporting tools offer useful information that might assist non-profits in maximising the effectiveness of their events. Any non-profit organisation that wishes to maximise the potential of its events must use event management as a key tool.
Grant Management
A strong Salesforce software called Grant Management aids nonprofit organisations in keeping track of their grants and donations. The software offers a unified location for all grant data, making it simple to identify grants that are open and those that have expired. Users of Grant Management may also keep track of donor data, including contact details and gift sums. This makes locating potential donors and establishing connections with them simple. The app is a must-have resource for any non-profit organisation because it is free to use.
Fundraising Campaign Management
Every small contribution matters when it comes to fundraising. Additionally, you can maximise every gift by streamlining your efforts and using Salesforce's Fundraising Campaign Management. This tool was created especially for non-profits, and it has a tonne of features to make managing your campaigns easier. Fundraising Campaign Management makes it simple to maintain a well-oiled fundraising operation with built-in tools for handling donations, monitoring progress, and engaging with donors. Therefore, if you're seeking a means to improve, this app is for you. Check it out right now to see the impact it may have.
Payment Management
For non-profit organisations, there is a salesforce app called Payment Management. You can control all of your money, payments, and donations from one location. It may also be used to monitor your budget, earnings, and spending. Because it's simple to check your finances and know where your money is going, payment management is a fantastic tool for organisations. By letting you handle your payments and donations in one location, it can also enable you to save money. Payment Management is an excellent tool for nonprofit organisations in general since it enables you to handle your funds and donations in one location.
Closing Words
Many non-profit organisations utilise Salesforce, a well-known CRM platform, to handle their data and daily operations. But Salesforce setup and upkeep may be difficult and time-consuming. Salesforce consulting services might be useful in this situation. A salesforce consultant may assist your company in streamlining and improving the way it uses Salesforce. A consultant may also offer training and assistance to make sure that your workforce is competent in using Salesforce. Salesforce consulting services may therefore be a great advantage for any non-profit company.
