Slaesforce FAQ

how non profit and higher ed use salesforce

by Raul Mills Published 2 years ago Updated 2 years ago
image

SAN FRANCISCO—March 20, 2019— Salesforce.org, the social enterprise of Salesforce (NYSE: CRM

Customer relationship management

Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers' history with a company, in order to better improve business relationships with customers, specifically focusing on retaining customers, in order to drive sales growth.

), the global leader in CRM, is bringing the power of Salesforce Einstein Artificial Intelligence to empower nonprofits and higher education institutions of all sizes, enabling them to deepen engagement with their constituents and students, make smarter decisions and operate more efficiently.

Full Answer

How is Salesforce used for nonprofits?

Salesforce for nonprofits has a wide range of built-in reporting tools to help you make sense of your different data sets. With Salesforce, you'll be able to pose questions in order to generate custom reports. Then, you can display those reports visually using dashboards.

How is Salesforce used in higher education?

Higher Education Software from Salesforce Education Cloud helps you become a Connected Campus by bringing together education data through system integration, connecting your institution's student information system, student management system, school management system, and other school software.

Can Salesforce be used for fundraising?

You can use Salesforce to manage donations as well as marketing and programs. What's different about Salesforce is that it's not just a point solution; it's a true platform that helps you track and understand your organization's interactions with donors, volunteers, and constituents.

Do charities use Salesforce?

Charities such as Samaritans, RNIB and ACEVO have already implemented Salesforce and are using it successfully to manage a wide range of activities that support their organisational objectives within the feature rich platform.

How many nonprofits use Salesforce?

40,000 nonprofit organizationsThrough the Power of Us product discount and donation program, more than 40,000 nonprofit organizations, foundations, and higher education institutions are using Salesforce.

Why do universities use Salesforce?

Innovative colleges and universities, including USC, Stanford, Purdue, Rutgers, Michigan State, UPenn, and Notre Dame have recently implemented the Salesforce platform to help modernize their fundraising, personalize engagement, and conduct AI-powered research and reporting to inform strategy and measure ROI.

Is Salesforce for Non Profit free?

The Power of Us Program includes 10 free subscriptions of Sales & Service Cloud Enterprise Edition for all eligible 501(c)(3) nonprofit organizations.

What is Salesforce nonprofit Success Pack?

The Nonprofit Success Pack (NPSP) is an app that sits on top of Salesforce Enterprise Edition. NPSP is preconfigured for nonprofits as an-easy-to-use fundraising and constituent management application, designed to make the daily life of nonprofits a little easier.

Do churches use Salesforce?

We've combined the powerful Salesforce CRM with Community Cloud and App Cloud, revolutionizing the engagement possibilities for one of the largest nonprofit markets in the United States: churches.

What is nonprofit cloud in Salesforce?

Salesforce Nonprofit Cloud software is an end-to-end platform that is designed for fundraising organizations, educational institutions, and other nonprofits entities to expand their reach digitally, deepen their connections with the people, streamline their internal management by keeping track of the people they work ...

What businesses use Salesforce?

List of prominent companies rely on Salesforce:Spotify.Amazon Web Services.U.S. Bank.Toyota.Macy's.T-Mobile.Aldo.The New York Post.More items...

How much does Salesforce elevate cost?

' A Salesforce NPSP membership costs nothing for the first 10 users if applied via the Power of Us program....Salesforce Nonprofit Pricing.Accounting Subledger Starter$2,500Elevate$5,000Insights Platform Data Integrity$1,000Nonprofit Cloud Case Management$3601 more row

What is Salesforce.org?

Salesforce.org Nonprofit Cloud is the only complete set of technologies that combines your mission-critical services and programs with your time-consuming constituent outreach and solves your biggest fundraising challenges in one system. Nonprofit Cloud can leverage big data, customize reporting, measure impact, and coordinate programs all while connecting with every constituent uniquely.

Why is Salesforce.org important?

Salesforce.org gets our technology in the hands of nonprofits, educational institutions, and philanthropic organizations across the world so they can connect with others and do more good. As a social enterprise, the more missions our technology supports, the more we invest back into technology and communities, creating an endless circle of good. We’re here to help; visit us at Salesforce.org.

What is college forward?

College Forward, a Texas based nonprofit that reaches more than 12,000 students from low-income homes across the state of Texas and beyond, helping them achieve their post-secondary dreams. College Forward uses Nonprofit Cloud for managing operations, grants and student engagement, and Einstein to surface dropout risk factors in CoPilot — a student information solution built on the Salesforce platform and created by College Forward — so that its coaches can proactively help students when they need it most.

Why use Salesforce for nonprofits?

More and more organizations are using Salesforce to drive key operations, including Program Management, Fundraising, and Constituent Engagement.

What is Salesforce used for?

Salesforce is a great solution for capturing, tracking, and sharing pertinent information about clients between departments. Access to sensitive data can be limited to authorized users. Leadership can see how many clients they serve, which services are used most, and the progress that clients are making toward their individual goals (e.g. finish education, get a job, treat addiction).

Why do nonprofits do fundraising?

Most nonprofits also engage in some type of fundraising because they’re not able to charge clients for the services they provide. Environmental groups can’t bill Mother Earth for their advocacy activities! Likewise, people experiencing homelessness generally can’t afford to pay for their stay at a shelter. Instead, nonprofits raise money in the form of donations from individuals, companies, and foundations to pay for their operations. Let’s look at a real-life example of a nonprofit that uses Salesforce for fundraising.

What are the stakeholders of a nonprofit?

These include the clients they serve through their programs and the individual, corporate, and foundation donors that help pay for their programs.

What is nonprofit organization?

Just like commercial companies, nonprofit organizations are a mix of big and small. They’re diverse in their missions and operations, and they’re located all over the world. But ultimately, all nonprofits have one thing in common: a mission to make the world a better place.

What is nonprofit engagement?

For nonprofits, engagement includes many different tactics designed to move a prospect or constituent to action. An organization might use direct mail to solicit donations, an email newsletter to recruit volunteers, and social media to start a conversation about a pertinent issue.

Does Salesforce monitor shelter beds?

With Salesforce, the organization can also monitor how many shelter beds are available in real-time, so no one is turned away when there’s an available bed. There are countless ways Salesforce can help nonprofits deliver on their missions more effectively and efficiently.

What is Salesforce customer success?

Customer success is one of our core values. Every customer gets a Standard Success Plan for online support and training. Our most successful customers take advantage of our Premier Success Plans to achieve an 80% higher return on their Salesforce investment.

What is Salesforce Experience Cloud?

Now you can re-imagine every constituent touch point – across the entire lifecycle – as an opportunity to engage and build an amazing, frictionless experience.

What is EDA in Salesforce?

EDA is a community-driven data architecture and set of best practices designed to configure Salesforce out of the box for Higher Ed institutions. EDA makes it even easier for an institution of any size to become a Connected Campus and enables richer and dynamic, 1-to-1 engagement across the student journey.

What is Student Success Hub?

Built on the Salesforce platform, Student Success Hub helps staff be more efficient and proactive, so students can be more successful. With real-time insights, collaborative tools, and a platform for engaging students in a more personalized way, staff can spend less time trying to connect the dots and more time connecting with students. Student Success Hub puts the latest innovations like the Education Data Architecture (EDA), Service Cloud, and Einstein Artificial Intelligence into the hands of your staff and advisors and delivers a mobile experience for your students to build connections and stay on track.

A CRM Platform for Higher Education

Unify learner, faculty, and staff data into a single source of truth and innovate quickly with an agile platform designed for higher education.

Our digital campus – from anywhere

See how institutions are using Salesforce and Slack to power student, faculty, and staff success.

Integrated Solutions to Support The Learner Lifecycle

Find, engage, and enroll best-fit students on one, integrated platform.

Explore Our Latest Education Cloud Resources

Historically Black Colleges and Universities (HBCUs) are fundamental pillars in driving social change. Here are four ways to support America’s…

Looking for Pricing?

Education Cloud provides an integrated platform to expand the reach and impact on your campus. Contact our team of experts to discuss your needs today.

Arizona State University

Arizona State University (ASU) uses Education Cloud to break down information silos across campus and manage individual student relationships at scale. Since implementing Education Cloud, ASU has seen an increase in first-year student retention rates by 1.3 percentage points.

Let Us Help You Get Started

Learn more about Education Cloud on Trailhead! Earn badges and learn on-demand for free with guided trails for higher ed institutions.

How Yale University is approaching serving faculty and staff

At Yale, we have been leveraging the power of the Salesforce platform to help our departments better serve their customers, whether they be students, alumni faculty and staff or external entities.

How to Make Customer Service for Faculty and Staff a Priority

With higher education professionals focusing their energies on students, it can be easy to forget about some of the other customers that colleges and universities serve, such as faculty and staff.

How the University of Florida is approaching serving faculty and staff

The University of Florida’s office of enrollment management (Financial Aid, Bursar, Registrar, Admissions) workload comes from not only applicants and students but faculty and staff as well. Like many universities, UF’s enrollment management offices used distribution lists and shared inboxes to manage communication with its constituents.

Student Success Hub for K-12

Learn how Student Success Hub for K-12 helps schools and districts deliver equitable and holistic student support from anywhere.

Marketing Cloud for Recruitment and Admissions

Find and engage best-fit students with Marketing Cloud for Recruitment and Admissions.

Tableau for Education Cloud

Uncover insights to advance your institution with Tableau for Education Cloud.

Higher Ed Advancement

Learn how your advancement and alumni relations teams can leverage Education Cloud to break down data silos, drive fundraising, improve reporting and more.

Work.com for K-12 Schools & Districts

Salesforce.org’s Work.com solutions for K-12 supports schools with resources for safety, student success, and family engagement.

Work.com for Education

Salesforce.org’s tools for higher ed help institutions build resilience and thrive in the next normal by stabilizing operations, reopening safely, and more.

Recruiting and Admissions Vision

Learn how to use Salesforce.org Education Cloud for recruitment and admissions for K-12 schools or higher education institutions.

image

Learning Objectives

Driving Impact with Salesforce

  • Just like commercial companies, nonprofit organizations are a mix of big and small. They’re diverse in their missions and operations, and they’re located all over the world. But ultimately, all nonprofits have one thing in common: a mission to make the world a better place. But changing the world isn’t easy. Nonprofits work to solve some of the tou...
See more on trailhead.salesforce.com

Program Management

  • Nonprofits deliver on their mission through their programs, which can be as diverse as managing a homeless shelter, providing job training, operating a health clinic, hosting art exhibits, matching struggling students with tutors, organizing beach cleanups—the list goes on. In many instances, nonprofits rely on spreadsheets and manual workflows, approvals, and reporting that can creat…
See more on trailhead.salesforce.com

Fundraising

  • Most nonprofits also engage in some type of fundraising because they’re not able to charge clients for the services they provide. Environmental groups can’t bill Mother Earth for their advocacy activities! Likewise, people experiencing homelessness generally can’t afford to pay for their stay at a shelter. Instead, nonprofits raise money in the form of donations from individuals, …
See more on trailhead.salesforce.com

Constituent Engagement

  • In the course of managing their programs and raising money to pay for operations, nonprofits engage with a wide variety of stakeholders. These include the clients they serve through their programs and the individual, corporate, and foundation donors that help pay for their programs. For nonprofits, engagement includes many different tactics designed to move a prospect or con…
See more on trailhead.salesforce.com

Resources

  1. Knowledge Article: Resource Guide for Pro Bono Volunteers
  2. Salesforce.org website: Nonprofit Customer Success Stories
See more on trailhead.salesforce.com

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9