Get control of your non-profit with Salesforce.com

(or, how to tame an 800 pound gorilla)


If you manage a non-profit organization, you are, without a doubt, juggling multiple tasks on a daily (if not hourly) basis. Staffing, managing a volunteer base, seeking out and soliciting donors and donations, planning fund raisers, maintaining an online presence (i.e., website, blog, e-newsletter, Facebook, Twitter, etc.), planning and executing mailings, all compete for a spot on your agenda. So, who has time to track all of this activity, and, better yet, how is it going to get tracked?  And, if I find a system that will allow me to reign all of this in, how much will it cost to implement, (as if resources aren’t already stretched to the breaking point)? No time and too much money, right? No need to despair, the 800 pound gorilla just got a little easier to tame.

Salesforce.com is probably the most widely used Customer Relationship Management (CRM) on the market today, and includes a package specific to non-profits, who, by completing a very simple application process, can qualify for 10 free Enterprise Edition user licences. Through Salesforce.com Foundation, eligible organizations receive not only the initial 10 licenses free, but steep discounts on all future licenses, to ensure non-profits can stay in the game and focus their efforts where they count the most“- fundraising and community outreach! Salesforce offers almost unlimited customization possibilities, along with scalability; as your organization grows, Salesforce will keep up with your evolving contact and donation management activities and requirements. In fact, according to their website, more than 10,000 non-profits and higher education institutions of all sizes are using Salesforce.com to improve their organizations’ impact and further their mission and vision goals.

In the “Cloud”

You’ve probably heard the term, “cloud computing”?, but, what is it? One of the most attractive aspects of Salesforce.com to a burgeoning or fund-challenged non-profit is that the Salesforce application “runs in the cloud”?, so users can access it anywhere via an internet connected computer or mobile device. This eliminates the need for your organization to purchase and maintain costly hardware and software –Salesforce.com deals with those headaches for you through its secure technology infrastructure, (including scheduled upgrade releases throughout the year). This also means you can be up and running in a shorter period of time, depending on your customization needs, etc. Bottom line, you’re free to give undivided attention to your non-profit’s mission. What a concept, right?

Manage Your Mission

Speaking of mission, perhaps over time you’ve found that your non-profit has had to take on a broader range of responsibilities, and provide a wider scope of services for the constituency it serves. Certainly, in these tough economic times, many businesses and organizations can relate to that scenario. And, in the case of non-profits, it means doing more with fewer donations and government funds and subsidies. Salesforce.com can be the mission-critical piece you need to make it easier to build and maintain valuable relationships with donors, and keep the lines of communication open. And, more regular and consistent communication with your constituents means more funds in the coffers. You and your organization will have the ability to work smarter (not harder):

  • create and update donor, board member and volunteer profile and contact information“ everything you need to know about them, so you can keep them in the know about you
  • manage each phase of the donation process from monetary to in-kind pledges to actual collection and posting, (including recurring donations)
  • target and track campaigns, programs and events
  • configure and send customized and automated e-mail communication and reminders to your constituents from within Salesforce.com itself
  • create automated follow up reminders and tasks to volunteers and staff tracks all opportunity-related data including milestones, decision makers

To make the jump to a technology solution even simpler, (for those non-profits with more fundamental needs, and who just want to get up and running), Salesforce.com’s ‘Nonprofit Starter Pack’? allows for an even easier implementation with a pre-built data structure, but with loads of customization options.

If your curiosity has been piqued, see if Salesforce may be right for your non-profit.

 

Next time, I’ll explain how non-profits can use Salesforce.com to manage and track workflow, donations and communications.

 

Gorilla image courtesy of uganda.safarisgorillas.com.

Posted by Birgit Pauli-Haack

Since 1998 Birgit Pauli-Haack has worked with nonprofits as a web developer, a technology strategist, a trainer and community organizer. She founded Pauli Systems, LC in 2002, now a team of six. It is a 100% distributed company. Since 2010, her team has used WordPress to build new nonprofit sites and applications. In her spare time, Birgit serves as a deputy with the WordPress Global Community team, as a WordPress Meetup organizer and a Tech4Good organizer.