NONPROFIT

Whether you’re a membership association, foundation, or religious institution, we have experience helping nonprofits drive meaningful impact. If you’re looking for strategic guidance and support with your Salesforce org, our Salesforce Excellence Program (Premium Managed Services) is the best fit. If you’re in need of day-to-day help with tasks on the Salesforce platform and see the benefit of working with a firm vs. hiring internally, then our Managed Services offering is the way to go.

Nonprofit Cloud provides an all-in-one solution that enables you to connect with donors and manage every aspect of your fundraising, from individual contributions to major gifts and grants. It also simplifies the management of complex, multi-year donations, all within a single platform. From donor profiles to seamless segmentation capabilities and more, Nonprofit Cloud can help you nurture a loyal donor base with personalized communication and automation.

‍In Action: We helped a religious institution build a custom Experience Cloud site where congregation members can easily sign up for recurring donations and update their contact information. By developing custom flows to capture and display key information that’s relevant to congregation members, our client can more effectively communicate with their ministry and improve their fundraising and donation efforts. 

Nonprofits that rely on spreadsheets and multiple systems don’t have a clear picture of what’s working or not. Salesforce program and outcome management software helps program managers, service providers, case workers, and others set up programs and services so data is connected. With Nonprofit Cloud, you can deliver personalized services from case management to self-service portals for volunteers to outcome management, and much more.

Keeping donors educated and updated is made easy with the use of the Marketing Cloud suite of products for both email and SMS. You can ensure that your donors feel connected to your organization and aware of the amazing initiatives their contributions are leading to with easy-to-use segmentation features, journey creation, cross-channel analytics, and more.

‍In Action: We helped a global nonprofit enhance their marketing operations with Marketing Cloud. By leveraging the full power of Marketing Cloud with tailored messaging, journeys, automations, and a cohesive email marketing strategy, our client can now reach the right people at the right time. Connecting with current and prospective donors with messaging that fits their interests and past donation efforts has allowed our client to create a more personalized experience — improving both donor retention and planned giving numbers.

The Nonprofit Success Pack is a great foundation for most of our nonprofit clients. The built-in relationship and donor management capability allows us to get you up and running on the Salesforce platform as quickly as possible. With the Nonprofit Success Pack, you can easily manage users, donors, contacts, volunteers, and more. Highly configurable and customizable, the Nonprofit Success Pack not only serves as a great donor management system right out of the box, but can evolve as your organization and its needs do the same.