Salesforce can be a powerful tool for businesses and nonprofits. This CRM (customer relationship management) software has a long history of helping organizations to manage sales, marketing, customer service and more.
While Salesforce was originally built for business needs, it offers some products specifically tailored to nonprofit organizations. We’ll break down the features of these tools and their pricing so that you can decide if they, or the suite of Salesforce’s business tools, are right for you and your organization.
What is Salesforce?
Salesforce at its core is a CRM, a customer relationship management system. This software helps you keep track of current and potential customers and your communications with them. It can also store customer information, service issues, and help you coordinate and launch marketing initiatives.
Salesforce offers cloud-based software that can help businesses (and nonprofits) organize their databases of customer contacts, automate marketing campaigns, and provide analytics on the success of their sales and marketing efforts. Dashboards can help different team members stay up to date on projects and ongoing outreach to customers.
With Salesforce you can track customer communications even across different channels, and your combined customer data can tell you more about who is looking for your product or service and why. The ability to see all your sales and marketing data in one place is an invaluable tool to your organization’s management and direction.
Who should use a CRM? Anyone who does consistent outreach to contacts, whether they be customers or donors. Even small businesses and SMB nonprofits can benefit from using a CRM: it’s much simpler and more powerful than trying to keep everything organized in spreadsheets.
What is Salesforce for Nonprofits?
Salesforce appreciates the mission of nonprofits and charities, and so has tailored some of their solutions to organizations looking for donations as opposed to sales. These two tools can help you organize donor and grantee information, ticket sales, and even volunteers.
Salesforce Nonprofit Success Pack (NPSP)
Salesforce’s Nonprofit Success Pack is provided via Salesforce AppExchange. This open-source application is a customizable solution that can help organizations track donations, pledges, recurring gifts, planned gifts, and revenue.
Its configurability makes the NPSP a flexible option that can grow alongside your organization. The NPSP is used by thousands of organizations for its flexibility and (importantly) because it’s free. However, this app has a bit of a learning curve and no available support or training to accompany it.
Salesforce Nonprofit Cloud
Nonprofit Cloud is Salesforce’s paid solution for nonprofit organizations. This is a complete, standalone solution, and thus requires less setup than NPSP. This tool can help you organize your program, marketing, and fundraising operations and make them accessible to anyone in your organization. As a cloud-based solution, Nonprofit Cloud offers a flexible, comprehensive one-stop shop for nonprofits.
Salesforce Pricing Considerations
Salesforce’s main CRM tool offers a variety of plans that begin at $25 per month for their Starter Suite and work up to the Unlimited plan at $330 per month. Note that the Starter Suite offers limited access to their collection of tools, offering mainly lead and opportunity management. This primary version of Salesforce is not tailored to nonprofits’ needs, but we wanted to include the comparison.
Salesforce offers its nonprofit tools at slightly different rates. While its NPSP is free on Salesforce AppExchange, this tool is flexible and customizable, but this means you need some technical know-how to operate it and make it function according to your organization’s needs.
Salesforce Nonprofit Cloud requires less tech savvy and is $60 per month, per user for their Enterprise plan. It is also available at an Unlimited plan at $100 per month.
Happily, Salesforce’s Power of Us Program provides 10 free licenses to eligible nonprofits. If you are a tax exempt 501(c)(3) or 501(c)(4) you can apply for offers and discounts.
Benefits of Salesforce for Nonprofits
- Personalized reports: Salesforce can help synthesize your data into actionable insights.
- Efficient dashboards: Dashboards make it easy for people across your organization to see the effectiveness of their work and decide on new directions for collaboration.
- Email templates: Salesforce comes preloaded with email templates that can be customized quickly for each contact you have.
- Social media tracking: Salesforce can help you connect the dots between constituents’ and their social profiles, so you can track communications across different channels.
- Access to other apps for nonprofits: Salesforce offers a number of additional apps that can help nonprofits achieve more. The Salesforce AppExchange offers a variety of event management apps, while Salesforce Elevate offers mobile-friendly donation forms. These apps aren’t necessarily free, but Salesforce does offer discounts to eligible organizations.
Final Thoughts
Salesforce is just one of many CRMs out there. Some were built from the ground up with nonprofit needs in mind, like Classy or Bloomerang.
Whether you choose Salesforce for nonprofits or another solution, a CRM is vital to running your organization. Once your communications hit a certain threshold, keeping track of them will be too cumbersome without a CRM.
Not only that, but a CRM will give you the chance to spot inefficiencies, gain insight into your donor’s demographics and preferences, and help you run marketing and fundraising initiatives.
