What can Salesforce do for your donations?
For example, Salesforce can track how your donors engage with those thank-you emails, determining how effectively you might use them to promote surveys, matching gift requests, and more post-donation actions.
What data should I include in my donor profiles in Salesforce?
There are a few key data points that should be accounted for within your donor profiles in Salesforce. Think of them as the essentials or cornerstones for your data strategy: Previous donations, including dates, amounts, and any other details
Should your nonprofit move to Salesforce?
Making the move to Salesforce is a major strategic investment for any organization and especially for nonprofits. With an intense pressure to reduce overhead and boost fundraising revenue, making the most of their data with a robust CRM platform can be a game-changer.
What is donor data and why does your nonprofit need it?
Logistically, organizations need records of their transactions both at the individual level and at the big-picture level of overall revenue. Strategically, donor data allows nonprofits to drill down into the performance of their marketing and fundraising campaigns.
Does DonorPerfect integrate with Salesforce?
Stand up an email campaign and send emails en masse via DonorPerfect's Constant Contact integration, which is offered with most DonorPerfect subscriptions. Connect your Salesforce NPSP system with an email marketing tool that requires an additional subscription. Allow donors to opt to cover processing fees.
Is Salesforce a Donor management system?
Names, emails, tasks, deadlines, gift asks. You name it, a donor management system (like Salesforce) tracks it. A DMS is one example of a CRM, or constituent relationship management system, but specifically around donors.
Is Salesforce for non profits free?
You can see the offering in our Nonprofit Pricing Guide. The Power of Us Program includes 10 free subscriptions of Sales & Service Cloud Enterprise Edition for all eligible 501(c)(3) nonprofit organizations.
How do I combine donors on DonorPerfect?
Once you enter your criteria, click Instant Merge, select a template and simply merge with data from DonorPerfect. It's that easy!
Is Salesforce a donor database?
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.
Why do nonprofits use Salesforce?
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 does Salesforce work with nonprofits?
Salesforce for Nonprofits: The BasicsConstituent tracking and management. This function allows you to create individual donor profiles and store all relevant metrics, including fundraising, engagement, and demographic data points. ... Campaign tracking and management. ... Reporting functions and dashboards.
What is Salesforce nonprofit?
Plus, our Power of Us Program gives eligible nonprofits donated access to Salesforce and deep discounts on additional subscriptions, products, and services. Nonprofit Cloud is a complete set of nonprofit technology solutions Salesforce.org built to connect your nonprofit with the people who care about your cause.
How can Salesforce help nonprofits?
By providing robust data-tracking and reporting capabilities, a CRM solution like Salesforce can help nonprofits streamline their internal management, analyze donor engagement and deepen their connections to supporters.
How do I use donor perfect soft credit?
To Soft-Credit a DonationStart by recording a donation. ... The donation will appear in the donor's donation list, below the donation form. ... On the Donation Receipt page, you'll see the soft credit(s) for that donation listed directly below the receipt.More items...
How do I delete a record on DonorPerfect?
You can manually delete other records from the Search screen using the trash can icon displayed to the right of the donor name listed after a search. Please keep in mind that deleted records cannot be restored into DonorPerfect. * Our Support Department can help you create these selection criteria.
Is Donor Perfect Reports clean?
Reports are clean and fairly simple to pull, as long as you're trained in how to use the filters. Especially coming from experience using a database where we had to write codes to pull reports, Donor perfect's report system is incredibly simple.
Is Salesforce a perfect solution?
While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
Is DonorPerfect reliable?
DonorPerfect is as reliable as your internet connection. It is a cloud based application and therefore you cannot pinpoint where the bottleneck is should you have one. But for the most part the app runs quickly.
Is Salesforce available on any device?
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Does Donorperfect import?
DonorPerfect provides an extremely easy to use importing tool and the support team was awesome. You don't have to do it in house; for a reasonable fee you can get it done by them.
