Salesforce for NFP

Since 1999 Salesforce has been blazing a trail in CRM for business, and now it’s establishing a powerful presence among not-for-profit organisations throughout the world. The resources behind the platform mean that it is always at the cutting edge of CRM capabilities.

Royal College of Emergency Medicine
CQI
ROSPA
Diabetes uk
Mind

What does a move to Salesforce achieve for NFPs?

  • 24% increase in donor retention
  • 36% increase in engagement
  • 89% improved their ability to achieve their goals

 Average improvements reported by Saleforce.org NFP customers

Salesforce opens the door to:

  • Real-time reporting and analytics
  • Data-driven insights
  • Faster deployment
  • Automation
  • Productivity
  • Mobile access to all data
  • Connectivity with seamless integration
  • A unified platform for your whole team

Moving to Salesforce also includes access to The Power Of Us Hub — a one-stop resource centre and online community of over 30,000 non-profit Salesforce users. Here you’ll find training, documentation, and further resources. You can also engage with your peers, Salesforce.org employees, and partners.

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How are you organised now?

It’s common for NFPs to have a mix of legacy systems and software, and we frequently see paper records and onerous manual processes taking up time and resources.

Salesforce solves the headaches of multiple technologies and labour intensive inefficiencies by working on a single platform. It’s also Cloud based, so issues around software updates and storage are simple.

The breadth of the platform means it covers all aspects of CRM, from detailed membership records to reporting, programme management and marketing communications. But as a Cloud SaaS (software as a service) it’s capabilities are available to staff, members and supporters through multiple devices including mobiles. What used to be limited to office-based teams can now be opened up to everyone.

Also, three updates are provided every year by Salesforce for free. This means that you will always be on the latest version available, with the most up to date functionality.

Is Salesforce right for you?

The advantages of a move to Salesforce are unquestionably significant. But the downside brings far-reaching, core considerations into view.

Pros

  • Cloud based
  • A flexible platform for your entire organisation
  • Available for all hardware including mobiles
  • Future-proofed technology
  • Extensive development resources and support
  • Automation capability

Cons

  • A fundamental change for all
  • Needs buy in from all
  • Retraining
  • Subscription costs

Clearly, it’s important to have an unbiased view of all the pros and cons. If Salesforce is of interest, we strongly recommend an initial conversation with MAST ICT consultants.

We can review your current approach to CRM, your goals and the suitability of a Salesforce implementation. Even if it doesn’t look right for you, an initial conversation could point you in the right direction for improving your current CRM.

To find out more about how we can help you with Salesforce contact us now.

 

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