Salesforce Nonprofit Cloud: Complete Rundown for Nonprofits

Constituent Management

Strong relationships are at the heart of nonprofit work. With Nonprofit Cloud’s Constituent Management features, you can track donor, volunteer, member, and partner information all in one place.

This allows you to:

• Get a full 360-degree view of who supports your mission
• Manage individual relationships effectively
• Record all interactions constituents have with your organization
• Identify the connections individuals have to each other and relevant organizations easily
• Create tailored communications that resonate with your supporters

Instead of trying to keep track of all of your supporters using separate tools that cannot integrate with one another, Nonprofit Cloud lets you store that information in one place where you can easily retrieve information within seconds.

Fundraising

With Nonprofit Cloud’s Fundraising features, use data to get better fundraising results for your cause.

Here are few things included in this set of features:

• Fundraising Portfolio to manage giving lifecycles of both individuals and organizations
• Donor Profiles to see a holistic view of each donor and their interactions with your organization
• Segmentation capabilities for marketing and promotion
• Tracking to monitor the performance of your marketing and communications efforts
• Gift Entry to process gifts quickly and securely
• Tools to manage gift designations, tribute gifts, and more

In addition to these features, you can also add Grant Management Software to your nonprofit’s suite of fundraising tools. These features allow grantmaking organizations to share opportunities, simplify the internal review process, easily award grants, and encourage timely and accurate reporting from grantees.

Program Management

Managing your nonprofit’s projects and programming can quickly become challenging if your team lacks proper organizational software.

With Nonprofit Cloud’s Program Management tools, your team can:

• Plan and manage programs and benefits
• Gauge need and enroll participants
• Track important metrics (e.g., attendance) for more accurate reporting and future planning
• Manage funding and other resources

These features allow your team to effectively collaborate and automate the tedious aspects of running your nonprofit’s programming. This means you can recenter your focus on driving value for your community.

Outcome Management

Nonprofit Cloud’s Outcome Management tools go hand in hand with the Program Management tools and empower your organization to better evaluate its programs and services.

Specifically, with Outcome Management, you can:

• Define the outcomes you want to work toward
• Set targets and measure progress toward those outcomes
• Create assessments to collect data from program participants
• Report to partners on program success

What do these features look like in action? Say your organization is dedicated to providing English as a Second Language (ESL) classes to adults in your community. You could use Nonprofit Cloud’s Program Management tools to set up and track the effectiveness of your classes, monitoring attendance and how allocated resources are used. Then, with Outcome Management tools, define the intended outcomes of your classes, such as improved language proficiency and expanded employment opportunities, to track how well your classes help participants achieve these outcomes.

Case Management

Especially important for organizations in the health and human services verticals, the Case Management features in Nonprofit Cloud can help your team better deliver its services to your beneficiaries and help them meet their goals.

Here are some things these features empower you to do:

• Create personalized care plans
• Fill out assessments about beneficiaries or clients and upload and store related files
• Follow a guided flow for referral, intake, and enrollment
• Track individual cases through beneficiary profiles to monitor progress and assess what services they need
• Keep tabs on tasks and meetings

Personalization and efficiency are crucial to delivering critical services to your beneficiaries. These features allow you to manage your workday and keep track of individual clients and cases, helping your organization deliver its services on an individual, case-based level.

Additional Features

Because Nonprofit Cloud is an industry Cloud, users can tap into additional features in the Nonprofit Cloud Toolkit such as:

• Actionable Relationship Center (ARC): An interactive display that shows the relationship between individuals and individuals and organizations
• Action Plans: A tool that allows you to build out, assign users to, and track tasks for program administration
• Omnistudio: A digital engagement solution that lets users create industry-tailored experiences with drag-and-drop functionality
• Business Rules Engine: A tool that automates decision-making by considering your organization’s values and goals
• Identity Verification: A feature that lets your nonprofit verify identities before users (like staff, volunteers, or members) access resources with sensitive information
• Life Events/Milestones: A tool that helps your team record key moments in your supporters’ lives or relationships with your nonprofit and view their entire journey with your organization
• Accounting Subledger: A feature that lets you prepare your fundraising information for your accounting tools, saving your team time on reconciliation work
• Person Accounts: A tool to visualize all the details about one individual rather than an organization or household

With access to this wealth of features, your nonprofit can customize its Nonprofit Cloud platform to truly make the solution work for you and your team.

Fuller View of Your Donors

Salesforce Nonprofit Cloud is an all-in-one platform that centralizes your organization’s operations, from its fundraising campaigns and administrative work to moves management and marketing. With all of this information co-existing in one location, you can get an all-encompassing view of your organization’s work and the people who support your cause.

By understanding who your donors are, their history with your organization, the connections they have to individuals and organizations within your community, their communication preferences, and more, you can efficiently tailor your marketing and fundraising strategies to their needs and expectations. This means you’ll be well-equipped to secure financial and community support to drive greater impact for your beneficiaries.

Access to App Exchange and Trailblazer Community

Salesforce offers plenty of tools and resources that empower its users to get the most out of its products, particularly the Salesforce AppExchange and the Trailblazer Community.

The Salesforce AppExchange is an ecosystem that connects Salesforce users with solutions, consultants, and developers that can enhance their Salesforce products. Because Salesforce is an open-source platform, meaning that the software’s source code is available for users to modify to their needs, there are thousands of tools available to add on to your Nonprofit Cloud platform to enhance its functionality. Through the AppExchange you can connect with a community of experienced professionals who can help you do so, as well as reviews and pricing details.

The Salesforce Trailblazer Community is a learning community for Salesforce users. Through this community, you can access training modules and certification courses, collaborate and learn from other Salesforce users, and even become an expert Salesforce “Trailblazer” yourself to share knowledge with others.

User-Friendly and Highly Customizable

Because Nonprofit Cloud is a standalone, unified system built for nonprofits, it’s user-friendly from the get-go. However, especially if your organization is transitioning from using NPSP, you may find a steep learning curve when it comes to understanding the full functionality and potential of Nonprofit Cloud. Once you are up and running with Nonprofit Cloud, though, you will find value in just using its core features.

But there is more to Nonprofit Cloud, too. Nonprofit Cloud is an industry Cloud from Salesforce and can be easily connected with other Clouds and solutions in the Cloud Toolkit to meet your organization’s needs. For example, if your nonprofit is a healthcare organization, you might benefit from using the tools in the Salesforce Health Cloud. Because Nonprofit Cloud is built on the same data model as Health Cloud, the two solutions can easily connect and talk to each other.