Salesforce Experience Cloud as a nonprofit and donation management solution

Nonprofit organizations play a crucial role in creating positive change, and effective technical tools are vital to support their missions. In this article, we’ll explore the capabilities of Salesforce for donor management and show how Salesforce Experience Cloud serves as a powerful solution for donation management.

Salesforce for Nonprofits: An Overview

Salesforce extends its capabilities beyond the usual customer relationship management (CRM) by providing specialized features crafted to address the distinct needs of nonprofit organizations. Whether it’s managing donors or tracking programs, Salesforce offers a comprehensive platform empowering nonprofits to operate more efficiently and intelligently.

At the core of Salesforce’s support for nonprofits is the Nonprofit Success Pack (NPSP), a pre-built package available for free on AppExchange. This custom solution amplifies Salesforce’s abilities, tailoring them specifically to the nonprofit sector. NPSP brings together a range of tools and features, enabling nonprofits to seamlessly manage their operations, interact with donors, and drive their mission forward.

Excitingly, in March 2023, Salesforce introduced a new Nonprofit Cloud solution. This innovative solution goes beyond the foundational capabilities of NPSP, introducing advanced tools and functionalities that streamline operations, enhance relationship management, and elevate the efficiency of eligibility assessments. This marks a significant step forward in Salesforce’s commitment to empowering nonprofits with cutting-edge solutions.

Features included in Salesforce Nonprofit Cloud:

Constituent Management
Case Management
Program Management
Fundraising
Outcome Management

Donor Management with Salesforce Experience Cloud

To make the most out of Salesforce for fundraising, nonprofits can explore additional features and integrations tailored to enhance their efforts. For example, Experience Cloud.

Experience Cloud is a Salesforce solution for building digital experiences on top of Salesforce across various audiences, industries, and fields, including nonprofits and charities. As a DXP platform, it is used to create stunning sites connected to Salesforce data, encompassing fundraising and donor management portals.

Flexible and customizable, Experience Cloud seamlessly integrates with third-party donor management software for nonprofits, such as Advanced Communities’ AC MemberSmart, providing a centralized hub for managing and cultivating relationships with donors. From recording contributions to analyzing donor engagement, AC MemberSmart offers a user-friendly interface that empowers nonprofits to navigate the complexities of donor management with ease.

AC MemberSmart, a nonprofit donor management software, is an ultimate solution offering various functionalities:

Organization and management of charity and fundraising events
Online donations
Payments & donations management
Postings for volunteer opportunities
E-commerce with donations on the checkout
Communications with donors in groups and discussions
Donations tracking
Reports & personalized dashboards for deep analysis.

Nonprofit Payments with Salesforce

Nonprofits in the USA have an excellent tool at their disposal called Salesforce.org Elevate, a suite of products designed to simplify and enhance fundraising efforts specifically for organizations processing payments in U.S. dollars. At the heart of this suite is the Salesforce.org Payments API, a service interface that facilitates both one-time and recurring payments for various fundraising scenarios. While Elevate primarily supports donation processing, the API seamlessly connects to custom donation forms.

Payment Services takes your payment data, alongside existing fundraising reporting and analytics, and consolidates it within Salesforce. Notable features include comprehensive credit and debit card processing and the capability to gather donations through Giving Pages, an integral part of the Salesforce.org Elevate product suite. Whether entering donations directly in Salesforce via Gift Entry Manager or utilizing the extensible payments API to connect to personalized web donation forms, Elevate provides a versatile and effective solution for nonprofit fundraising in the USA.

This is how it works:

Salesforce Experience Cloud

Conclusion

In this article, we explored Salesforce CRM for nonprofits and found out how its Experience Cloud platform, powered by comprehensive third-party solutions, can transform how nonprofits manage their donations.