As a nonprofit, one of your goals is to develop and engage as many donors and volunteers as possible. However, in many cases, it is difficult to keep track of individual relationships with each of these valued people.
Salesforce changes all of that. At a glance, you can see exactly how an individual is involved with your nonprofit, and note the level of engagement appropriately, whenever the mood strikes. You can see how much they have donated, what activities they have taken part in, what emails have been opened and which have not, and all contact and demographic information at a single glance. This 360-degree view of each individual who touches your organization is extremely powerful stuff.
Because of this holistic view, Salesforce is especially useful for coordinating efforts between departments that may not always work closely together — for example, development and community engagement. Both departments can see the same information about individual donors and volunteers, and coordinate efforts for events and donation drives.
When you are devising your strategies for the next quarter, Salesforce can reveal that, of the many volunteers you have, or the people in your community that you have touched, only five of them have donated. The question then becomes, how does development reach over into community engagement to convert volunteers to donors? What kind of outreach needs to be done (using Salesforce as the mechanism for outreach)? Without Salesforce, you would not have the information needed to make that kind of realization AND implement programs to address the situation.
It has been said many times, but it bears repeating: In a knowledge-based economy, information is power. Salesforce provides a boatload of actionable information that you can use to boost your nonprofit’s profile and donor/volunteer base.
It’s up to you to use that information for good.
Want to find out how Salesforce can provide your organization with the power it needs to take your activities to the next level? Connect with us today!
Joe Paone is a content strategist at DonorLynk who loves informing nonprofits.