Meet Nonprofit Cloud

Learning Objectives

After completing this unit, you’ll be able to:

  • Define CRM, Salesforce, and Salesforce.org.
  • Explain how Nonprofit Cloud can help nonprofits manage their missions.

Building Relationships, Building Change

Amid our global challenges, people like you work every day to make the world a better place. You take on the big problems, build community, and show bold courage and big compassion.

Shouldn’t technology make that work easier?

It should. And that’s why we worked with nonprofit leaders like you to create Nonprofit Cloud, a set of technology solutions purpose-built to help organizations like yours.

We know that now is a pivotal moment for nonprofits and technology. Globally, more than 80% of nonprofits surveyed for our Nonprofit Trends Report said they rely more on technology than individuals to run their organizations. Still, only about a third said they’re able to use data to solve problems around program design, fundraising, marketing, and internal operations. Having all your fundraising, grantmaking, and program data in one place could help solve that disconnect.

In this module, we’ll explore how Nonprofit Cloud can help you scale your mission, capture critical data, and make decisions about where to focus your time and resources. 

First, Some History and Vocabulary

Before we dive in, let’s start with the basics.

In the beginning, there was CRM software. CRM stands for Customer Relationship Management—yeah, that sounds all for-profit, but when you stop to think about it, you realize that the technology can help you track relationships, too. CRM technology helps teams at any organization collaborate, gather insights, track important metrics, and communicate internally and externally.

Salesforce took CRM technology and brought it to the cloud, or made it web-based without any software to install. That helped more businesses and organizations of all types get started with the technology faster and easier. Our number one value is Trust, which means security comes standard, and you can rely on us to always communicate openly.

Salesforce.org is a social impact center within Salesforce focused on partnering with the global community to tackle the world’s biggest problems. For decades, we’ve built powerful technology for, and with, nonprofits, schools, and philanthropic organizations. With their help and guidance, we build solutions—like those you’ll learn about in this module—to maximize social impact. We have products and features to help you operate effectively, raise funds, and connect with supporters. Plus, our Power of Us Program gives eligible nonprofits donated access to Salesforce and deep discounts on additional subscriptions, products, and services.

Nonprofit Cloud is a complete set of nonprofit technology solutions Salesforce.org built to connect your nonprofit with the people who care about your cause. Put it into action to unlock the knowledge you need to make an impact using the power of Salesforce and CRM technology to better track your supporters and programs, and find new, more efficient ways of working to achieve your mission.

One way to get started is the Nonprofit Cloud curated solution, a preselected set of products and features that give you the foundation you need to start managing your fundraising, marketing campaigns, programs, and grantmaking for a unified view of all your stakeholders.

The solutions included in Nonprofit Cloud: fundraising, program management, grantmaking, nonprofit operations, and marketing and engagement. Together, they work to build change and relationships.
But how can Nonprofit Cloud help you more specifically?

Advancing Your Mission with Nonprofit Cloud

Think about the way your organization works today, especially if it doesn’t use a CRM. Can you imagine that there might be a better way to keep track of contacts, appointments, events, resources, and all the other information your organization needs?

There is a better way. Here are some of the advantages of using Salesforce and Nonprofit Cloud.

Better management of relationships that support your mission. Building stronger relationships and uniting the people behind your mission is a key task for any organization working for change. A CRM brings together the important information that might otherwise exist in a hodgepodge of sticky notes, spreadsheets, and various computer systems and services. This makes it easier for your staff to do their best work, preserves your information for the future, and streamlines the work you do with donors and clients.

Secure, usable, and impactful data that provides the insights needed to deliver impact. When all your donor data is in one place, you can better analyze fundraising against monthly goals. It’s easier to pull program reports for grantmakers. You can find efficiencies in the way you distribute work. Preparing for a board meeting gets a whole lot simpler. A single place to store all your data allows you to dive deep to find trends and insights, or train an artificial intelligence (AI) tool to deliver them to you.

Flexibility to adapt to continuing change. What happens when demand for your services surges? Will your current processes scale? Could you pivot quickly to a new program area or source of revenue? The future will always present opportunities, and organizations will thrive if they have integrated systems in place to take advantage of them. Salesforce and Nonprofit Cloud give you the tools you need to adapt, whether that means expanding into a new program area, managing new types of donor relationships, or automating your internal processes.

How does Nonprofit Cloud help you achieve all these goals? Through a series of ready-made apps, tools, features, services, and technologies designed for the unique needs of nonprofits of all types, sizes, and missions. 

In the next unit, we’ll explore each component of Nonprofit Cloud before we demonstrate how they work together at an example nonprofit.

Resources

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