SALESFORCE FOR NON- PROFITS

APRIL
APRIL 2021
2021
CRM FOR NON -PROFITS
 Non- profit Cloud
 Allows Marketing, Fundraising & Program Management teams get a full view of supported relationships

 Marketing teams-
 increase awareness, find new constituents, build long term relationships & measure their results & RoI
 Engage with potential supporters through preferred channels- social, mobile, online
 Target those interested in your cause
 Create personalized journeys across one or more channels- website, ads, emails, mobile
 Spin up branded , living pages without code
 Track marketing efforts in real time
FUNDRAISING & PROGRAM MANAGEMENT
 Cultivate and steward all supporters from sustainers to major donors

 Development officers can start their day with important metrics and daily tasks

 Program management- view across all projects

 App Exchange
 100’s of apps available
NON PROFIT SUCCESS PACK- PROCESS
 NPSP- what it means
 Connects donors, clients and volunteers
 it’s an out-of-the-box solution for managing relationships, fundraising, and programs by providing a single
source of truth and delivering a 360-degree view of constituents
 Fundraising team- automatically see tasks created, based on role to engage with donors, can track
interactions and pledges for donations, also integrated with the accounting system
 Donors contact records are maintained in the system- including address, contacts, giving history
 Any pledge form the donor can be matched/ allocated to the appropriate program, also maintained in the
system
CRM FEATURES & PRICING
 10 free subscription of salesforce: Lightning Enterprise Edition + NPSP
 First 10 subscriptions- free
 Additional subscription- $ 36 per user per month

 30 day trial period- need to register

 Trial provides access to Lightning Enterprise Edition + Nonprofit Success pack

 Before the end of 30 days - need to complete a Power of Us application
 If Power of Us program is applied for , then the trial becomes the permanent Salesforce configuration

 The Power of Us Program includes:

 10 donated Enterprise Edition Sales or Service Cloud subscriptions
 Discounts on additional subscriptions, products and/or services from Salesforce.org
 Discounts on Salesforce training, Salesforce events, participating Apps and consulting partners from the
AppExchange
 Access to nonprofit and education specific user groups, events and webinars
MARKETING AUTOMATION- PARDOT ( ADD-ON COMPONENT)
 Campaign ROI and reporting - insights into content performance, prospect behavior, and more. Customers
experience a 26% increase in campaign ROI overall. 
 Efficiency in creating/deploying communications (email templates, journeys, and drip campaigns)

 Increase lead generation and conversion (building out the database through forms, landing pages, web activity
tracking)
 Mechanisms in place to maintain high deliverability using permission-based marketing and other toolsets. 

 Marketing automation native to Salesforce CRM - leverages the full power of your data, while being intuitive
and easy to use. 
 Pardot- starting license price $ 7500 per year
 Segment donors, build out a journey for fundraising
 Act on constituent actions- replies/ clicks on link/ donate to organization, online donations
 Direct donor to go to website, provide a link, receive online donations
TRAINING WITH THE HELP OF SALESFORCE
Pricing for the Premier Success package for the 10 donated licenses
Premier Success = $2,880/year USD
 SLA's - 1 to 8 hours depending on the case level

 Direct Phone/Email access 24/7Exclusive Webinars

 Ask An Expert Office Hours 

 Developer Support- custom code troubleshooting 

 Personalized Success Path- recommended path of accelerators to take depending on what you are looking to
accomplish, i.e., fix, grow, or manage.
 Business Value Review 

 Accelerators (1:1 Consultative Services and training - guidance and best practices - please review PDF)
NON PROFITS- US AND CANADA CHECKLIST
 To maintain your acceptance in the Power of Us program, you are required to be actively using your Salesforce
org. If you are NOT READY to start actively implementing and using our product, please DO NOT complete the
application at this time.
 An Active Trial: You must have an active trial to apply for the Power of Us program. The trial will become your
permanent Salesforce ORG. If your trial has expired, please contact us or start a new trial.
 A System Administrator: Identify a member of your staff to be your named system administrator.

 Executive Approval: Secure authorization from your Executive Director or Board Chair.

 Your Tax ID: To help us verify your nonprofit status and process your donation, please provide your Federal
Employer ID Number (EIN). Canadian organizations should provide a Business Number (BN).
 Your 501(c)(3) Letter: US organizations should obtain a copy of your 501(c)(3) letter in PDF format (file size
should be less than 2MB) and have it available for upload. Canadian organizations must be a registered charity in
order to qualify. Canadian organizations will be asked to upload a Canadian Revenue “Charitable” letter. A link to
your organization’s registration on the Canada Revenue Agency’s website will also be sufficient.