Running a non-profit organization can consume much of one’s time, money, and resources. While all businesses essentially require those very elements, non-profits would rather spend their time on outreach, building relationships that will enable them to do the good work they set out to.
Effective CRM (Customer Relationship Management) systems can help to streamline and automate much of the rigmarole that is involved in coordinating multiple business relationships. It helps to keep all the customer information in one central and accessible place.
Salesforce is one of the leading CRMs available today for both for profit and non-profit organizations. Salesforce is particularly useful to non-profits as it offers a wide range of applications and integrations that facilitate the many functions that go into running a non-profit.
These apps can help to:
- Cultivate and manage donor relationships by effectively storing and managing customer information.
Harvest, manage, process, and export large amounts of data for various operational purposes
- There are many aspects to running a non-profit and each is unique, so each will require its own set of appropriate apps. Here are the 10 best salesforce integration apps which cover the main processes involved in running a non-profit.
There are many aspects to running a non-profit and each is unique, so each will require its own set of appropriate apps. Here are the 10 best salesforce integration apps which cover the main processes involved in running a non-profit.
Apps which Enable Donations and Fundraising –
1. DONORBOX – Donation Software
DonorBox is a donor platform designed specifically for the purpose of enabling donations and managing donor accounts and donor relationships. This platform allows you to store all donor information and provides guidance to help a non-profit maintain their relationships and positive brand image among their donors.
2. ONECAUSE – Charity Auctions
One of the most popular ways that nonprofits raise funds is through auctions. OneCause is an auction platform, which facilitates live, online, and mobile bidding.
This platform helps to facilitate the entire auction process. It is ideal for all types of auctions including live, silent, and online auctions.
The features and tools available with OneCause handle every aspect of the auction, including ticketing, procurement, and marketing.
Apps which Enable Communication
3. MAILCHIMP – Email Marketing
Email marketing and communication has proven to be one of the most popular and effective ways that nonprofits raise awareness of their brand, build donor relationships, and communicate their efforts among donors and supporters.
An email marketing application can streamline and optimize the process. MailChimp is one of the most effective and popular email marketing tools on the market.
Its many features allow nonprofits to customize emails to various markets and manage large amounts of data.
4. HOOTSUITE – Social Media
Social Media is now an obvious and crucial part of running a non-profit for the purpose of spreading awareness and engaging with supporters. Hootsuite is one of the leading social media management apps out there.
This platform not only allows you to manage information of multiple social media accounts, but when used as a salesforce app, it also helps track leads, including history and activity, to create new campaigns accordingly.
5. INVOCA – Call Management
Even in the age of social media and email, phone calls are not yet obsolete. People still feel the need to connect via phone from time to time. Phone calls are especially effective when converting a donation. Invoca is a phone call app, which does more than enable phone calls.
- Offers email-to-call integrations
- Analyzes call and email data to track campaign data and progress
- Analyze lead info based on call activity
6. GETFEEDBACK – Surveys
Maintaining highly efficient service and a strong public image is important for the longevity of a non-profit’s success. This is why thorough routine feedback is essential. GetFeedback is an app which automates the process of drafting, processing, and analyzing surveys, while allowing non-profits to customize surveys to suit their needs.
This app also guides you in analyzing survey results to spot trends, solve issues and realize certain opportunities.
Apps which Enable Legal, Financial, and Logistical Operations
7. DOCUSIGN – Digital Signatures
Dealing with legal agreements is an essential part of any organization’s functioning.
DocuSign is an online document signing app that has been trusted by many organizations worldwide to sign various forms of agreements electronically. It is easy, simple and safe, and does not require any printing or downloading. All documents can be signed, amended and stored online.
8. BREADWINNER – Accounting
To manage all payments and donations, a fully functional accounting system is a must. Breadwinner is accounting app that actually integrates the existing Salesforce CRM with the Xero Cloud accounting platform. What this does is sync all Xero accounting with Salesforce operations so that all accounts are up to date.
It is also a completely transparent system, meaning that all team members are kept completely in the loop regarding the finances of the nonprofit. All accounting documents, such as purchase orders, sales orders, etc., can be drafted directly from the salesforce platform, simplifying the process.
9. FEDEX – Shipping
Shipping and postage are a big part of a nonprofit’s operations, whether it be receiving donations or sending out gifts, promotional materials, and correspondence.
FedEx is a globally renowned Salesforce app, which streamlines every aspect of the shipment process, from calculating rates, to tracking shipments, to managing shipping accounts within Salesforce.
10. FONTEVA -Event Management
Event hosting is often an integral part of running a non-profit. It is here where the organization has the opportunity to raise funds, awareness, and develop relationships.
Fonteva is a Salesforce app, which helps to manage every aspect of organizing an event from the Salesforce CRM in real time.
The app is fully customizable to the event type and need. The features of the app cover everything. Some functions include:
- Event registration
- Managing ticket sales
- Marketing events
- Generating custom reports
Oftentimes, organizations can become so consumed by the day-to-day logistics of running a non-profit that they may lose sight of their overarching objectives. This is the reason organizations could use a great CRM.
Salesforce is a largely successful and effective app, used by many organizations around the world.
For nonprofits, Salesforce apps can help to not only streamline all of the data and functions involved, but it can help guide nonprofits to perform better, to grow faster, to foster deeper relationships with supporters donors and beneficiaries, and to anticipate and handle potential obstacles before they arise.
Priyanka heads the Client Servicing team at Wehelpforce. She has been helping Nonprofit organisations for the last 12+ years to create and implement strategic solutions based on cloud technology, specializing in Salesforce.com. She specializes in implementing successful fundraising programs, working with NGOs of all sizes and helping them build strategy to track their donors, projects and volunteers information which becomes overwhelming to manage as the Nonprofit grow.