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Convenient and fast donor management Salesforce

Author: Sudarsan Chakraborty
by Sudarsan Chakraborty
Posted: Nov 21, 2020
profit organizations

The bulk data processing software appeared back in 1999, but its creator Marc Benioff could hardly guess how useful the invented tool would become. Today, the cloud storage platform has turned into database for Salesforce.

The application scope of software for online usage is constantly expanding. By using convenient tools, you can solve all important tasks. It takes a minimum period of time for employees of non-profit organizations to connect to the resource. Ubiquitous access to information and search for suitable solutions now is possible in a comfortable environment.

History Salesforce as a CRM for non-commercial organizations

Software development has been under way for several years, with improvements still being implemented. At the beginning of the journey, the company’s founder stated that 1% of profits, time, and upgrades are sent to charity. Such a broad gesture could not remain unnoticed by organizations engaged in non-profit activities.

The innovative platform allowed companies to work as efficiently as possible. Communication between departments, customers, and partners that takes place within Salesforce as a CRM is fully synchronized. Each employee can use the resource to solve a number of tasks aimed at improving the fundraising process.

Thanks to the developers’ efforts, the platform’s functions are constantly enhancing. Nowadays, more than 20 thousand organizations use Salesforce to solve work tasks. Data tracking and simplicity of the system have made the platform an industry leader in supporting non-profit organizations.

Peculiarities of using Salesforce for nonprofit

The widespread use of Salesforce charity tools is not only due to the contribution of the company’s charitable foundation. Users primarily pay attention to accessibility and functions. The use of software for managing the main activities is not the only advantage of the platform.

Peculiarities of using the platform for non-profit organizations with available cloud storage are as follows:

  1. Overall optimization. Intention to simplify workflow management result in implementing the platform. The data that is necessary for working with partners and volunteers is available to all employees involved in the management process. You can view detailed information at any time and anywhere.
  2. Constant growth. It is possible to increase the number of activity supporters by studying and analyzing the available information. By studying the information, you can build an efficient strategy of donor management Salesforce. Reports and other data acquisition options are used to make decisions that significantly improve collaboration between the organization and volunteers.
  3. Multifunctional platform. The tools of a modern CRM system replace several applications. Here, you will find everything you need for non-profit organizations, from marketing to fund management. Easy integration with third-party software is another proof of the platform flexibility.

Vast functionality, easy processing of the information from various sources and significant simplification of work processes allowed the system to win the trust of organizations. The search for optimal solutions and confirmation of their correctness is based on accounting statements, which used to be considered impossible.

Only here you can find information about phone calls, emails, meetings, and donations made. Using all the functions of the Salesforce for nonprofit platform, you can invent an efficient marketing strategy and avoid making rash decisions.

Popular CRM solutions for nonprofits

Optimization of internal management of non-profit organizations begins with introduction of the modern platform’s new capabilities. Here, you can find all kinds of tools for solving common and exclusive tasks. By using the program, you can simplify the work of not only departments, but volunteers or partners as well.

Installation of additional applications has a positive effect on data processing speed. By implementing the functions, you can use simple CRM solutions for nonprofits:

  • providing up-to-date data (selection of topics of interest, option of subscription to updates, expandable sections for user’s convenience);
  • analysis of case efficiency (you can check whether the information is useful by studying the number of views, visits, and questions);
  • changes made by volunteers and donors (users can correct errors, feeling how important they are for the common good).

To use new functions of the Salesforce no software platform one only needs to select additional extensions. Advanced Communities support allows you to determine the optimal set of tools that will improve performance of your organization’s departments.

You can find software for use within non-profit organizations on the website https://advancedcommunities.com/components/ac-lightning-knowledge/. A user-friendly knowledge base, file attachments support, and much more will be a high-quality addition that will improve communication within the organization.

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Author: Sudarsan Chakraborty
Professional Member

Sudarsan Chakraborty

Member since: Jul 08, 2020
Published articles: 190

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