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Constituent Relationship Management (CRM) systems allow you to create a 360 degree view of all your interactions with constituents. CRMs help you track contact information, fundraising, demographics, membership levels, membership directories, volunteering, and communication. These slides are by Cat Monaghan of Idealist Consulting on using Salesforce for nonprofits. A recording from PDXTech4Good, a free monthly gathering of nonprofits, techies and activists in Portland, Oregon. More information: PDXTech4Good.org
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Why Should Nonprofits Choose Salesforce CRM?
• Robust CRM • It’s free!
• Ecosystem of nonprofit applications • Caveats issued in the name of honest consulting
Highly Robust CRM
• Salesforce.com is a market-leading CRM in use by many small and large nonprofits and corporations
• Being a market-leader means there is a huge community of people building and developing options for the system
• Complex architecture means nonprofits can use the same system to track multiple processes: (i.e. fundraising and case mgmt. for human services)
Free and Discounted Licenses
• 10 free licenses to nonprofits • 75% discount on additional licenses and other products
Nonprofit Salesforce Applications
• Donor management – Online donation processing
– Event and auction management
– Grant tracking
– Mass email communication
• Grants distribution • Case management
• Volunteer management • Membership management
– Member portal, online membership payments
Caveats
• To be useful to nonprofits, Salesforce requires customization. Customization costs money, expertise or both.
• Salesforce has nearly limitless capability, but the more complex a system, the more maintenance and administration is required.
• Technology evolves. Organizations should expect and plan for ongoing system upgrades and process changes.
