SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
We are continuing to add to and update our Nonprofits 101 manual – the Salesforce user manual for nonprofit organizations. This article will over what account models are in the Nonprofit Starter Pack, how they work, and why it’s important to pick one that works for your organization and stick with it.
We are in the process of updating and adding to our Nonprofits 101 manual – the Salesforce user manual for nonprofit organizations. We recently added an article around Grants Management in NPSP 3.0. A sneak peek of this article and a link to the manual on the AppExchange are included in this post.
Donating to a charity is a great way to ensure that their mission is accomplished, but there is something so much more rewarding about being able to volunteer your time, and sometimes sweat, to a cause that is near and dear to your heart. As our lives become increasingly busier as we take on careers, family and hobbies, it can be hard to find a time that works for you and an organization to volunteer your time. Depending on the areas that your chosen organization serves, weekends may not be an available option. Lucky for me, Cloud For Good recognizes this and allows time off from work for employees to volunteer in their communities.
It’s a digital age and you’re behind the times if you’re not accepting online donations from your donors. So you start to weigh the options, researching apps that will allow you to create custom forms branded to your website. Then you get into the thick of things where you need to start making decisions on how you’ll securely accept these donations and make sure they appear in your bank account. That’s when it get’s a bit complicated.
You need a partner who will be here for you today but who will continue to grow as you do. They need to be easy on the eyes for sure, but where you are in your life right now, it’s much more important that they have substance to back up their style. After seeing what Salesforce has to offer a nonprofit like you, you’re going to want to swipe right for Salesforce.
At many nonprofits, and in particular at smaller organizations, staff members tend to wear many hats. There may not be someone who has “administer Salesforce” written into their job description, just as there may not be someone on staff who is responsible for maintaining the website, putting antivirus software on the computers, or fixing the printer when it jams. Nonetheless, those are all important tasks, and when it comes to Salesforce, it’s crucial to have a designated administrator.
My parents liked to work with their hands – I learned to sew from my mother, and basic carpentry from my father. In both cases, the old adage of “measure twice, cut once” applied to what I was learning, and I often return to this principle when working with Salesforce. I’ve previously written about how organizations can support implementations for the long haul and considerations for best practice, but this blog is intended to be a reflection on how organizations can better “measure twice” during a Salesforce implementation and extend its functionality. Because in Salesforce, it’s easy to “cut once,” but cutting twice or more can sometimes mean substantial amounts of time and effort revising data, data architecture, and programming within the platform.
Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter Pack (NPSP) for a while and you’ve found that you need more robust support for managing your fundraising and your donors’ preferences. Maybe you’re new to Salesforce and you know that you need it tailored to complex nonprofit business processes. Either way, when your nonprofit reaches a certain point in your approach to CRM, it may be time to consider an application like roundCause. roundCause is a comprehensive application for nonprofits built on the Salesforce platform. It has a robust set of features for fundraising, marketing and communications, events, and overall relationship management. It offers 360 degree view of your donors and volunteers, as well as empowering you to track and increase constituent engagement.
4 Steps to Integrating Social Media into Successful Campaigns, is a helpful guide for understanding and using social media to meet your campaign goals.
Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size their access with a combination of a custom profile and permission sets. Remember “With great power comes great responsibility.”
