Slaesforce FAQ

must have salesforce apps for nonprofit

by Jason Witting Published 3 years ago Updated 2 years ago
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Leverage Salesforce for Nonprofits with The 18 Best Salesforce Apps.

  • 1. Donorbox – Donation Software. Donorbox is one of the very few donation platforms out there that support NPSP3, the latest Nonprofit Success Pack by ...
  • 2. MailChimp – Email Marketing.
  • 3. Fonteva – Event Management.
  • 4. Hootsuite – Social Media.
  • 5. OneCause – Charity Auctions.

Best Salesforce Apps for Nonprofits: 19 Essential Tools
  • Salsa Engage for Salesforce.
  • 360MatchPro by Double the Donation.
  • Nonprofit Success Pack by Salesforce.
  • DonorSearch.
  • Storage Helper.
  • DocuSign.
  • Wealth Engine.
  • QuickBooks.
Jul 1, 2021

Full Answer

How to get 10 free nonprofit licenses of Salesforce?

  • Welcome- all you have to do is log in
  • Readiness- take a small survey on Salesforce to assess your readiness
  • Contacts- provide straightforward answers
  • Organization- enter the details of your organization as accurately as possible
  • Upload- locate your 501c3 pdf or proof of non-profit status and upload it
  • Submit – review your entries and submit

Is Salesforce the right CRM for your nonprofit?

Salesforce for Nonprofits can help you establish and grow your donor relationships as well as manage the donation cycle from pledge to payment. It also offers a collaborative, social and mobile experience, making it possible to engage at every touchpoint on every channel.

What are the benefits of Salesforce for nonprofit success?

  • Objects: An object is essentially a spreadsheet in which you track information pertaining to different aspects of your operations. ...
  • Fields: Fields are the subsections within an object that describe how the information/data within the object is organized. ...
  • Records: Records are the individual entries within the Object table. ...

Is there a free version of Salesforce?

Salesforce does not offer a free version of their software, so users are stuck between three different pricing plans.. Thereof, is Salesforce free for nonprofits? The Nonprofit Success Pack, or NPSP, is a customized version of Salesforce designed for the needs of nonprofit organizations. The 10 free subscriptions available through Salesforce.org include all standard functionality of Salesforce ...

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Can Salesforce be used by nonprofits?

Is Salesforce good for nonprofits? Yes! In this post, we'll walk through how you can use built-in Salesforce features as well as powerful Salesforce apps and integrations to manage all of your most vital nonprofit initiatives and actually enhance your strategies through your CRM's innovative functionality.

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.

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 the non profit success pack Salesforce?

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.

Why should nonprofits use Salesforce?

Salesforce is useful for various nonprofit organizations, especially for donor management. It adds value and supports various functions of nonprofits like raising funds, tracking volunteers, donors, or generating leads by individually coding the changes after a special request.

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.

What nonprofits use Salesforce?

3 inspirational non-profit organizations using the power of...Homeless Link. Vision: “We want a country free from homelessness, where everyone has a place to call home and can expect the support they need to keep it.” ... World Economic Forum. ... DonorsChoose.org.

What is the difference between Salesforce.org and Salesforce com?

The major difference between the two is that while Salesforce.com caters to businesses, Salesforce.org focuses on nonprofit organizations, higher education and K12 education. The products offered by Salesforce.org are also different and more focused on the specific types of organizations they serve.

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.

What is included in Npsp Salesforce?

Salesforce NPSP FeaturesDonor Management. NPSP builds upon the Salesforce data model, giving you the ability to create in-depth supporter profiles and full 360 views of your supporters. ... Volunteer Management. ... Grant Management. ... Campaign Management. ... Program Management. ... Reporting and Analytics.

What makes a nonprofit organization successful?

Clear mission and purpose. The nonprofit should communicate its mission clearly to all its stakeholders—board, staff, donors, volunteers, partners, and the general public—so that everyone understands its goals and works toward a common purpose.

How do I use Npsp in Salesforce?

25:5251:51Get Started: Salesforce Fundamentals for Nonprofits #1 - YouTubeYouTubeStart of suggested clipEnd of suggested clipThings you'll need to learn. So in the first section you're going to learn and then you can actuallyMoreThings you'll need to learn. So in the first section you're going to learn and then you can actually check things off as you as you complete them very cool for people who like uh checklists.

Why is Salesforce the best CRM?

One of the reasons that Salesforce is the world's leading CRM is that it is incredibly customizable. With an extensive number of Salesforce apps and integrations available, you can ensure you get the most out of your CRM. The one downside to having so many different apps and integrations available is that it can sometimes be difficult to choose ...

What is brickwork for Salesforce?

Brickwork for Salesforce is a useful donation payment processing app that is designed for nonprofit use. It makes it easy to not only solicit and collect donations through your website but also to log, track, and manage donor data through Salesforce’s Nonprofit Success Pack.

What is NPSP in Salesforce?

The core features of the NPSP include: Supporter profiles. Your nonprofit invested in Salesforce to better track your donors and supporters . The NPSP provides tools to create profiles for your nonprofit's donors, volunteers, sponsors, and other supporters. Campaign management.

What is 360 MatchPro email?

360MatchPro 's automated emails are customizable based on the information you have about your supporters as well as your nonprofit's brand. Supporters will receive emails from an address on your organization's domain. Additional brand and messaging elements are also decided by your nonprofit.

Who makes storage helper?

Storage Helper is built by Passage Technology . When you purchase Storage Helper, you have the option to bundle it with two of their other Salesforce apps: Rollup Helper and Lookup Helper.

Do you have to be impersonal to send automated emails?

Automated communications don't have to be impersonal. Customize emails before using the software to send them out to your nonprofit's supporters. You can also choose not to send automated communications to some matching gift-eligible supporters if they require a more individualized approach.

What is Salesforce CRM?

Salesforce is a popular constituent relationship management (CRM) system that over 47,000 nonprofits use. With its access to the pre-configured Nonprofit Success Pack (NPSP), Salesforce offers a variety of features to optimize your fundraising system.

What is the most important tool for nonprofits?

One of the most important tools for any nonprofit organization is an integrated payment processor. From accepting online donations, to registering for fundraising events, to buying nonprofit branded merchandise, a payment tool is crucial to not only perform basic functions but also engage your supporters.

What is congregation connect?

Congregation Connect offers a Salesforce app that enables religious leaders to effectively track and engage constituents, members, donors, groups, classes, donations, volunteers, and cases.

What is Fonteva app?

Fonteva is a Salesforce app dedicated to membership management and gives you the tools to engage and retain members.

Is social media a part of nonprofit marketing?

These days, social media is an indispensable part of any nonprofit’s marketing strategy. For one thing, it’s a great way to engage large audiences in fun and unique ways. Hootsuite, a nonprofit Salesforce app, provides leaders like you with a comprehensive view of their entire social media suite and management tools.

Why is Salesforce the best CRM?

One of the main reasons Salesforce is the world’s leading CRM is its customizability. Even if you’re new to the Salesforce space, there are several integrable apps that can grow your audience, increase your revenue, and boost efficiency. However, with many options, it can be difficult to choose the best solutions for your nonprofit.

Does Salsa work with Salesforce?

Salsa Labs offers a robust set of fundraising tools for nonprofits. While it can’t be directly installed into your CRM, it does fully integrate with Salesforce. With Salsa Engage, your organization can expand its fundraising efforts and engage supporters in intuitive ways.

Can a third party app turn away donors?

All the work you put into producing revenue will go to waste without a way to process donations. Going to a third-party app to process payments can turn away donors. Instead, invest in a comprehensive nonprofit payment processing system like Brickwork by iATS Payments.

Does Brickwork work with nonprofits?

Because Brickwork works strictly with nonprofits, you’ll receive the most comprehensive payment support for your organization. Invest in this Salesforce app to receive the payment processing tools and expert support your nonprofit needs.

Best Salesforce Apps for Nonprofits: 9 Essential Tools

Salesforce has quickly become a leading CRM platform for both the business and nonprofit worlds. This popularity is largely due to one major benefit: its flexibility.

Best Matching Gift Salesforce App for Nonprofits - 360MatchPro

360MatchPro by Double the Donation is a Salesforce app that helps nonprofits tap into an often underutilized funding resource—matching gifts. These are the contributions made as a part of corporate philanthropy programs that companies use to support their employees’ generous contributions.

1. Nonprofit Success Pack (NPSP)

Nonprofit Success Pack is a fundraising-focused app that allows for donor and gift management and tracking of fundraising campaigns.

2. Program Management Module (PMM)

The Program Management Module (PMM) is designed to be installed with NPSP. It allows program managers and operational staff to record and track the delivery of programs and services.

3. Outbound Funds Module

Outbound Funds is an open-source product created by the Salesforce community, designed to track and update all funding requests and outcomes. If you have customer community licenses, you can even use Experience Cloud to create a funding portal so that applicants can create their own funding requests directly within your Salesforce system.

4. Education Data Architecture (EDA)

Some charities operate in a very similar way to educational institutions, or indeed are educational institutions! If that’s your organization, take a look at Education Data Architecture (EDA).

Summary

Hopefully you now have a better understanding of the options out there for budget-conscious nonprofits. If you have any questions about approaching a Salesforce build or upgrade, feel free to reach out on LinkedIn!

Why is Salesforce so popular?

Salesforce made its first splash in the for-profit sphere, where it quickly became popular due to its flexibility. As an essentially blank slate, Salesforce presented a CRM solution that was adaptable enough to fit the needs of many industries.

What is Salesforce Success Pack?

The Salesforce Nonprofit Success Pack (NPSP) is a pre-built Salesforce solution that defines the standard data model used to organize nonprofit information within the ecosystem. This Salesforce app is usually the first step that organizations take to configure their CRM solution to meet the needs of the organization.

What is Hootsuite marketing?

Specifically, HootSuite helps organizations stay relevant on social media platforms. This platform makes it easy to schedule posts to publish regularly, to promote the most effective or impactful content for your organization, and to find and share other relevant content on social platforms.

Can soapbox be used on Salesforce?

Soapbox Engage offers a full suite of apps built for Salesforce. While they can be used on their own, they are best suited to be used alongside the Salesforce CRM. With Soapbox Engage, you can pick and choose the apps that are most suited for your organization at the time that you need them.

Is Eventbrite free?

You can create an event for free on this platform. Those that don’t require ticketing or registration fees are completely free for your organization. If you do choose to charge for tickets, the fees are a reasonable range as low as 2% + $0.79.

Is it difficult to develop workflows for different elements of your nonprofit?

While this is a great way to ensure everyone can use the solution, it does leave the nonprofit sector with a problem: all software speaks a different language, so it may not inherently connect. This makes it incredibly difficult to develop effective workflows for different elements of your nonprofit’s strategy.

Does Donorbox work with Salesforce?

Not only does Donorbox integrate with Salesforce , but it also has integrations with some of the other top names in nonprofit software. For instance, you can connect your Donorbox tools to Mailchimp, Double the Donation, and top CMS tools like WordPress and Squarespace.

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