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Engaging Your Donors: Ways to Integrate with Salesforce

by techfeatured
Aug 24, 2020
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Sales force has become one of the most respected names in business and it continues to grow. Today it is the world’s largest CRM company and it constantly leads the way toward finding the most effective ways to service clients. The company utilizes a variety of tools and strategies that are best in class and its people are the best trained and most knowledgeable as well.

One of their key tool sets is their application and integration system that has technologies that are proprietary and powerful. They are focused directly toward main companies effectively and to achieve better results.

One example is the tool sets they use to help companies like MoveData that help nonprofits engage donors. Here is an overview of the areas where Salesforce adds value to nonprofits.

Donations

Salesforce has a donation app that allows nonprofits to accept and process donations online. It is a comprehensive tool that allows the accepting of unlimited donations, is fully customizable to work within your branding, has flexible choices for payment processing, works in conjunction with your database for accurate record keeping and has built in analytics tools so you can track how things are going and how discover where to make improvements in real time. You can also give online donors the option to launch their own donation pages in conjunction with you, It is also completely set up for mobile devices.

Event Registrations

Salesforce offers an events registration app that puts nonprofits in direct contact with their donor community and helps them to gain more supporters. Create registration pages, and know that the information recorded coordinates with all other Salesforce apps and the platform for a consistent set of records that allow quick access to up to date information.

Class Registrations

One benefit that community-based nonprofits, associations, advocacy groups, and foundations regularly offer to their supporters is classes on relevant topics. The Salesforce class registration app includes calendars and registration pages that allow you to keep everything in order and see the micro and macro views of how things are going. It simplifies all of the important processes related to setting up and running classes.

Forms

Forms are always important to a nonprofit. It allows them to gather all types of key information from donors. With Salesforce forms you collect data once and never again because it can be shared across the platform. The forms are customizable and provide real time analytics.

eCommerce

Merchandise and other products from your nonprofit can generate you money, so Salesforce provides a platform for you to sell this merchandise. You can sell any amount of products and use your preferred payment platform. Real time analytics help you to modify your store and personalized recommendations to buyers increase sales.

Petitions

Nonprofits often advocate and for this activity petitions play a key role. Salesforce has a petition app that operates alongside social media and other online websites to help you with your advocacy work. All your signatures are preserved within a database and accessible through the Salesforce platform. Automatic reporting and reminders help you get the word out to your group about any relevant events.

Salesforce offers a complete range of tools for nonprofits to help them become more successful. These are a portion of what the company offers.

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