Introduction
Nonprofit Cloud is built directly in Salesforce. It includes tools for fundraising, program management, case management, and outcome management. If your organization distributes funds or in-kind grants, consider using Nonprofit Cloud for Grantmaking.
Nonprofit Cloud also includes common components shared across Salesforce Industries to enable any nonprofit to get started fast and accelerate time to value. This purpose-built toolkit enables you to tailor Nonprofit Cloud to the unique requirements of your stakeholders in a fast and secure way without having to start from scratch.
What is Salesforce Nonprofit Cloud?
At its core, Nonprofit Cloud is designed to be a comprehensive, end-to-end solution that streamlines and integrates every aspect of a nonprofit’s operations. With four key focus areas – fundraising, programs management, grant management, and outcomes measurement – this powerful platform provides a seamless experience for teams across the organization.
Importance of Nonprofit Cloud:
Nonprofits face unique challenges, from fundraising to program management. Salesforce Nonprofit Cloud addresses these challenges by offering a comprehensive suite of tools that streamline operations, foster engagement, and provide insightful analytics. The importance of such a solution cannot be overstated, as it empowers nonprofits to focus more on their mission and less on administrative hurdles.
Select the Right Tools for Your Nonprofit:
For decades, Salesforce has helped organizations build relationships that build change. Salesforce for Nonprofits connects you with your stakeholders and unlocks the knowledge to make an impact. Salesforce for Nonprofits is a set of products and features built into and on top of the Salesforce Platform.
Nonprofit Cloud Tools:
Fundraising:
Engage donors, raise funds, and drive outcomes with tools for strategic planning and data-driven insights with Nonprofit Cloud for Fundraising.
Nonprofit Cloud includes purpose-built apps for fundraising operations, mass-market fundraising, and high-touch fundraising. No matter your role in a fundraising and development office, you can nurture authentic relationships, enable data-driven fundraising, and boost efficiency.
Fundraising staff get tools for gift entry and management, from gift commitments through financial reconciliation. High-touch and major-gift fundraisers get tools to manage their portfolio and deeply understand their donors with donor profiles. Mass market fundraisers get tools to track their efforts through source codes and tools for segmentation.
- Fundraising Gets an Upgrade in Nonprofit Cloud:
Engage donors, raise funds, and drive outcomes with tools for strategic planning and data-driven insights with Nonprofit Cloud for Fundraising. Fundraising provides tools to engage donors, raise funds, and drive revenue. Gain data-driven insights that can fuel your fundraising strategy for donors of all kinds. Explore a trial org and learn about what’s included, the recommended setup, and how to get ready for your implementation.
Program Management:
Increase productivity, eliminate data silos, and be empowered to make timely decisions by managing and delivering your programs with Program Management.
Nonprofit Cloud gives your program team the tools to define, plan, deliver, and track programs and benefit disbursements. It connects the dots so you can make real-time decisions about how to improve your work. It provides insights, collaboration tools, and efficiencies that increase impact.
Case Management:
Nonprofit Cloud Case Management includes features to manage care plans, case referrals, and case tracking. case-management tools help drive program participant outcomes by giving your team the full context for each participant. Nonprofit Cloud for Programs helps you deliver more personalized service even when your case managers work with many participants.
Outcome Management:
Outcome Management is an impact measurement tool that defines, measures, and evaluates an organization’s outcome strategy in one place. With all of your program and service data in one system, connect it to Nonprofit Cloud’s Outcome Management features to track and evaluate your impact.
Outcome Management gives you the tools to set your outcome strategy, then make it actionable with indicators to measure your progress. Your team can set targets and track.
Nonprofit Cloud for Grantmaking:
Streamline the grant management process for both funders and applicants. Built on the Salesforce platform, Nonprofit Cloud for Grantmaking includes tools to give grants and manage your nonprofit work. If your organization provides funding to other organizations or individuals, you can choose Grantmaking for Nonprofit Cloud. It’s an end-to-end grantmaking solution designed to drive efficiency, create positive experiences for grantees, and invest in better outcomes. Plus, it gives you all the features of Nonprofit Cloud—Fundraising, Program Management, and Outcome Management.
Grantmaking helps you manage the entire grantmaking process. It extends your Salesforce instance to give you a unified view of your funding programs through the planning, delivery, and evaluation stages. results to stay accountable to your mission.
KEY BENEFITS:
- Single Source of Truth: Salesforce Nonprofit Cloud serves as a centralized platform, ensuring that all relevant data is housed in a single source of truth. This eliminates data silos, enhances collaboration, and provides a holistic view of your organization’s operations.
- Scalability: Whether you’re a small local nonprofit or a global organization, Salesforce Nonprofit Cloud scales to meet your needs. As your organization grows, the platform evolves with you, accommodating increased data, users, and complexity.
- Customization: Tailor the platform to align with your organization’s unique processes and workflows. Salesforce Nonprofit Cloud is highly customizable, allowing nonprofits to create a solution that mirrors their specific requirements and objectives.
- Community Engagement: Strengthen connections within your community. The platform facilitates enhanced engagement with donors, volunteers, and beneficiaries, fostering a sense of community and shared purpose.
- Enhanced Efficiency: Automate manual processes, reduce administrative burdens, and enhance overall operational efficiency. Salesforce Nonprofit Cloud empowers organizations to channel their resources where they matter most – driving impact.
Why Did Salesforce Launch the Nonprofit Cloud?
Salesforce for Nonprofits was created with the intention of helping nonprofits build donor relationships that drive change. By functioning as an industry cloud and introducing a new data model, nonprofits can leverage actionable insights that work to deepen supporter relationships, amplify impact, and maximize fundraising.
With existing donor management dashboards, email campaign automation, grant management tools, and more already included in its extensive list of CRM platform offerings, Salesforce’s Nonprofit Cloud provides organizations with an even simpler way to produce and measure outcomes.
How Salesforce Nonprofit Cloud fits within the Salesforce Ecosystem:
Salesforce Nonprofit Cloud was specifically built for nonprofits, but that doesn’t limit their ability to scale up using the full power of Salesforce. Nonprofit Cloud seamlessly integrates with other Salesforce clouds, such as Marketing Cloud and Marketing Cloud Account Engagement, to enhance the overall performance and facilitate effective donor engagement. Here are some powerful combinations and resources that work well with Salesforce Nonprofit Cloud:
- Salesforce.org
- Sales and Marketing Cloud
- The Power of Us Hub
- Marketing Cloud Account Engagement (Pardot)
What’s Included in Nonprofit Cloud:
Nonprofit Cloud includes features and products developed using the power of the Salesforce platform. Taking advantage of this technology, we can provide faster, easier access to the Salesforce portfolio of innovative products and services.
The Salesforce Platform:
The cloud-based Salesforce platform, which includes Service Cloud and Sales Cloud, is the foundation of Nonprofit Cloud and is included with the product. The platform provides relationship management, collaboration, integration, and data insight capabilities that give you a 360-degree view of constituents so that you can serve, manage, and interact with them more effectively. And it adheres to stringent data security regulations, so you can deploy and scale it quickly.
Nonprofit Cloud Data Model:
The Nonprofit Cloud data model includes Constituent Management, Fundraising, Program Management, Case Management, and Outcome Management. Use Program Management to increase productivity, eliminate data silos, and make timely decisions by managing and delivering your programs. Case Management drives participant achievements by helping case managers see the full picture of every participant and deliver individualized participant experiences. Use Outcome Management to define your impact strategy or theory of change, collect your data, track your progress, and evaluate the effectiveness of your programs.
The Toolkit:
Also included in Nonprofit Cloud is a collection of components and tools that put the platform and data model to work. OmniStudio, Action Plans, Actionable Relationship Center (ARC), Business Rules Engine, and other components, services, and tools help you automate paper-based and cumbersome processes. For example, you can create dynamic questionnaires to speed up the intake and referral process.
Experience Cloud for Nonprofits and Nonprofit Cloud for Grantmaking:
Go beyond the Nonprofit Cloud data model with Experience Cloud for Nonprofits or Nonprofit Cloud for Grantmaking. With Experience Cloud for Nonprofits, provide a secure online portal to collaborate with external users. Site users can do things like view and work with cases, programs, and benefits. Restrict or grant users’ access to objects and features as your business requires.
Nonprofit Cloud for Grantmaking includes access to grant and budget management features. The Grantmaking data model helps you manage the entire grant life cycle. Create funding opportunities, manage applications and reviews, track grant applicant budgets and results, and more.
Benefits of Salesforce Nonprofit Cloud:
- Streamlined Operations: By consolidating various functions into a single platform, Salesforce Nonprofit Cloud streamlines operations, reducing the time and effort spent on administrative tasks. This allows staff to focus more on mission-critical activities.
- Enhanced Donor Relationships: The platform’s robust donor management capabilities ensure that organizations can build and maintain strong relationships with their supporters. Personalized communication and engagement strategies help in nurturing long-term donor loyalty.
- Improved Program Delivery: With efficient program management tools, nonprofits can ensure that their programs are delivered effectively and meet their intended outcomes. This leads to better service delivery and increased impact.
- Data-Driven Decision Making :The powerful analytics capabilities of Salesforce Nonprofit Cloud enable organizations to make data-driven decisions. By understanding trends and patterns, nonprofits can optimize their strategies and improve overall performance.
- Scalability and Flexibility: Salesforce Nonprofit Cloud is designed to grow with the organization. Its scalable architecture and flexible customization options ensure that it can adapt to the evolving needs of nonprofits, regardless of their size or complexity.
Salesforce Nonprofit Cloud vs. NPSP( Nonprofit Success Pack)
The Nonprofit Success Pack (NPSP) has been a reliable and effective solution. However, the emergence of the Nonprofit Cloud (NPC) has left fundraisers and Salesforce partners alike just a tad unsure.
For organizations wanting to start using NPC for their fundraising operations, the Spring ’24 release is what they’ve been waiting for. With the move from the managed package (NPSP) to core (NPC), this has been a complete rebuild for the Nonprofit team at Salesforce – and although we’ve had to wait for them, the promises have been big.
Now, as those promises are beginning to be delivered, those of us who have been lucky enough to peek under the hood are excited by the possibilities. Most of the functionality of NPSP has been matched or exceeded, with only a few essential items still on the to-do list.
If the Winter ’24 release was the most momentous step forward for NPC, the Spring ’24 release is the one that opens the door to adopting the product.
READ MORE: NPSP VS NON PROFIT CLOUD THE ULTIMATE COMPARISON
Summary:
Salesforce Nonprofit Cloud is designed to empower nonprofits to manage relationships, streamline operations, and focus on their mission. With its scalable and flexible platform, it caters to the specific requirements of non-profit organizations, helping them achieve their goals more effectively.
Salesforce Nonprofit Cloud is a game-changer for charitable organizations. Its comprehensive suite of tools and features empowers nonprofits to streamline operations, enhance donor relationships, and achieve their mission with greater efficiency and impact.
Nonprofits looking to amplify their impact should consider adopting Salesforce Nonprofit Cloud. By leveraging this powerful platform, they can unlock new levels of efficiency and effectiveness, ultimately driving greater positive change in their communities.
Learn More About Our Product Recommendations:
Learn More About Exploring Salesforce for Nonprofit Organizations
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