Ways to Better Leverage Salesforce for Your Nonprofit

Nonprofits have different needs than do Fortune 500 corporations, but they also share some of the same requirements. They need to take care of those who depend upon them and those who support them financially. Nonprofits must make the most of donor opportunities. This is where Salesforce can make a big difference. This cloud-based software is a helpful tool for customer relationship management, or CRM. Here are ways to optimize the potential of Salesforce for your nonprofit.

Use Salesforce Efficiently

To get the most out of Salesforce, nonprofit organizations should put it to work on their most important tasks.

• Marketing—Salesforce helps nonprofits connect with donors through innovative campaigns using email, direct mail, and social media networks.
• Fundraising—Salesforce streamlines fundraising by facilitating matching gifts, online campaigns, and complex peer-to-peer efforts.
• Managing Events—Salesforce makes managing events easy. It helps with logistics, including registration and makes it easy to create surveys and tap into comments on social media platforms for feedback.
• Connecting With Supporters—Salesforce helps not-for-profits identify supporters and connect with them in optimal ways.
• Reporting and Compiling—Salesforce provides data collection for nonprofit organizations. It helps them analyze data and trends into understandable patterns.

Salesforce gives nonprofits access to advanced management tools to help them make the most of everything they do, with the end goal of helping them grow.

Understanding Luminate Salesforce Integration

Salesforce is especially helpful when used in tandem with Luminate, another specialized CRM platform. Luminate works on top of Salesforce to complement its features. They work together to bring out the best in each and optimize useful features.

Salesforce is most helpful to creative and active nonprofits with complicated fundraising and operational needs. Luminate makes the most of everything Salesforce offers, allowing nonprofits to customize the way they use these platforms. One of the most important needs for nonprofits is to collect and collate information about supporters.

How To Better Utilize Your Data Collection for Nonprofit Organizations

Salesforce and Luminate feature advanced nonprofit data tracker software that allows not-for-profits to gather information and make the most of it, because collecting data is only the first step. These analytics features help nonprofits develop programs, events, and prove their worth to donors. These programs also help nonprofits use collected data to justify current fundraising events and attract new donors.

• Data analysis helps nonprofits personalize interactions with potential donors. Good relationships help nonprofits build lasting connections.
• Gathered statistics help not-for-profits to make the most of their fundraising endeavors. They can develop focused campaigns for specific types of donors.
• Information improves content marketing, which is important for every type of modern business and organization. Nonprofits must identify their target audience, just as for-profit businesses must do. Collected data helps them develop effective marketing campaigns for specific groups.

Making the best use of important supporter information helps nonprofits maximize everything they do, from sending flyers in direct mail campaigns to organizing black-tie fundraisers.

To flourish long-term, not-for-profit organizations must work smarter, not harder. To make the most of time and every effort, nonprofits should reach out to a company experienced in helping these types of organizations use advanced software to succeed.