Salesforce, Salesforce, Salesforce. The customer relationship management program is all anyone in the business world talks about. It’s a powerful tool, but not something for nonprofits, right? After all, nonprofits and the business world don’t mix.
That’s the common sentiment we hear from both the business sector and nonprofits themselves. Many nonprofits believe that business influence only corrupts well-intentioned goals. And you know what? In many instances, they’re right.
For-profit influence can have a negative impact on nonprofits. Money can cause organizations to forget their initial goals. But your nonprofit still needs money to function. You have employees to pay and also need to pay yourself.
So are you maximizing your nonprofit’s fundraising potential? There’s a good chance you aren’t. Eighty-four percent of nonprofits fail at online fundraising. They lack the proper networking and often have cluttered, unfriendly websites.
Enter Salesforce for nonprofits. Take a cue from the business world and use the Salesforce “Nonprofit Success Pack” to help your nonprofit both network and raise money. Today, we’ll show you how to manage your networking and fundraising using the Salesforce NPSP. Let’s get started.
What do businesses see in Salesforce? What sets NPSP apart from other case management software? Why should you care about becoming more like the business world? Well, Salesforce helps you…
The NPSP case management software helps your business build lasting relationships with donors. Most donors start as nothing more than leads. You collect an email, a phone number, a social media contact, etc. But those leads are just that, leads. The case management software helps turn those leads into donors.
NPSP software ranks each lead and categorizes them by donation probability. You can mark high probability leads as important and the lower leads can wait for later. You can also list the best way to contact each lead. Different demographics respond better to different mediums.
Every relationship you start gets documented in the case management software. With NPSP, you can add notes to each case in order to account for each client’s unique profile.
Repeat donations are the end goal of client building relationships. You need to maximize the money you’re generating. The better your relationship with clients, the easier it is to collect repeat donations.
NPSP software lets you mark cases with specific information. Staff can add detailed notes to client profiles. These notes can detail past donations, donation amounts, donations made to other causes, demographic information, and any other information specific to that client.
But why take these notes? The case management system displays each clients’ profile and tracks the donation process. Once you’ve established a client relationship and convinced them to donate, you can focus on repeat business.
The case management software allows you to track which clients make the best repeat donation candidates. For example, you can send email reminders to clients likely to donate.
Every nonprofit needs donation goals. You have a budget to balance that includes paying your employees, yourself, and still have enough money to accomplish your goals. However, broad donation goals usually fail. Sure, you need to raise $5000 dollars, but from where?
Case management software sets donation goals by client. You can tally how much money you’re expecting from each client. Knowing your specific donation goals is important to balance your budget. If a certain client doesn’t donate enough, you’ll know to target other clients for more donations.
Beyond targeting clients for donations, NPSP donation software allows your nonprofit to track grants. As any nonprofit knows, chances are good you won’t collect enough donations to balance your budget. Grants are necessary to keep your nonprofit afloat.
The NPSP case management software allows your business to create and manage grants. You can track each grant application just like you can track individual clients. Tracking grants involves detailing the grant process and the likelihood your nonprofit gets chosen for the specific grant.
Salesforce NPSP 101
The Salesforce Nonprofit Success Pack positions nonprofits to network and raise funds. The program works much like the traditional Salesforce platform. Your nonprofit can add accounts and then track interactions with those accounts. NPSP offers an easy way for fundraising and marketing to collaborate.
However, instead of a sales focus, the Nonprofit Success Pack focuses on fundraising. Managing fundraising opportunities is surprisingly similar to managing sales channels. That’s why Salesforce works so well. With the NPSP you can easily keep track of donation opportunities.
Salesforce NPSP calls its client interactions “case management.” Each “case” represents a certain person or organization. We’ll call them clients. The case management software tracks each client interaction.
You can record conversations, donations, potential leads, and more. The case management software also allows you to set predefined goals. You can record outcomes for each goal and then use those outcomes to determine successful fundraising strategies.
Let’s take a look at exactly how case management works.
Case Management 101
At its core, the case management software is about organizing leads. You can open a new case from existing contacts, new email addresses, and more. Each case tracks an associated client.
For example, you can use an email address to create a case. The new case becomes associated with every interaction with the assigned email address. With third-party data-collection tools, you can even associate the collected email with browsing habits. All of that extra information goes into the case file.
Everyone in your organization running the NPSP software has access to each individual case. Your staff all has access to each change. You can track the case status from potential lead all the way to repeat donations.
You can also affiliate emails with other organizations. Keeping track of donations to other nonprofits helps you identify the people most likely to support your cause. You can even mark specific clients based on their tendency to donate to similar causes.
And just because we’re talking about emails doesn’t mean you can’t track other types of organizations. The NPSP case management software can track businesses, individuals, households, and even potential clients who are just an email or phone number.
Use Case: Web-to-Case
You can’t collect donations without new clients. Yes, some donors seek out your nonprofit, but most people need an extra push to donate. But creating cases is time-consuming. You need to identify potential donors and manually add them into the NPSP system.
Enter web-to-case. Salesforce NPSP supports HTML code that automatically creates a case when someone completes a lead form. The HTML code gets inserted into your website where it creates a lead generation form.
A case gets created every time someone completes the lead form.
Use Case: Email-to-Case
Most people heavily rely on email for communicating with their favorite brands, companies, nonprofits, and more. We’re guessing that you receive a number of emails asking for more information
about your cause.
Responding to every email isn’t reasonable. But every email that shows interest in your brand is a donation opportunity. Email-to-case automatically turns those emails into cases. You can then track each case and make case notes.
Between web-to-case and email-to-case, you can automate a significant portion of your lead generation process.
Salesforce NPSP For Your Nonprofit
Any nonprofit can benefit from Salesforce NPSP’s case management. The software makes it easy to track potential leads from email (or web form) to repeat donations. Case management gives your nonprofit an organized way to solicit donations tailored to each specific lead.
If you’re ready to increase your campaign donations, Salesforce NPSP case management is an excellent place to start. Follow our guide to help you get started.
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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.