Salesforce CRM for Charities and Non-Profit Organisations

At M4B, we understand the unique challenges that charities and non-profit organisations face. We know that you’re always striving to do more with limited resources, and that you need to maximise every donation and volunteer hour to make a difference.

With Salesforce CRM for Charities and Non-Profit Organisations, you can easily track donations, manage volunteers, and automate your workflows. You’ll have access to real-time insights and reporting, so you can make data-driven decisions that drive impact.

Salesforce CRM with the non-profit starter pack comes pre-configured to meet the basic CRM needs of charities and non-profit organisations. Out-the-box you get an end-to-end solution that provides a unified view across, all supporters, employees, donators, grants, partners, volunteers and your events.

A leading CRM system tailored to the needs of non-profit organisations

With the Salesforce platform you also have the flexibility to modify the system to meet the more advanced needs of your organisation. Whether that be adding a new type of supporter to your system, integrating with your website or connecting with your accounting software, Salesforce for Charities and Non-Profits is designed to mould to your organisations needs.

Nurture relationships and grow your resources

Salesforce allows you to open up communication across departments. Benefit from a 360 view of your donors, volunteers, members and other stakeholders all in one place. Salesforce for non-profits continues to help organisations grow donor relationships – it has quickly become a leading platform for managing the donor life cycle – from an initial pledge all the way through to payment.

Core CRM features tailored for charities and non-profit organisations

Fundraise
Easily manage your donation cycle. We understand that every non-profit is different and so it’s likely that the donor cycle changes based on the donation type. Customise your processes, utilize workflows to automate e-mail alerts, integrate donation forms on your website straight into Salesforce and leverage the power of reports and dashboards to monitor your fundraising efforts.

Donor Management
Wouldn’t it be great to have a complete view of all the interactions you have had with donors? Salesforce allows you log calls, emails, social media interactions and any other custom information that may help you nurture your donor relationships.

Volunteer Management
The Salesforce non-profit starter pack allows you improve your recruitment efforts, whilst also improving your ability to manage your volunteer network. You can schedule volunteer led events and shifts. Run powerful reports that provide detailed insights into your most loyal volunteers and much more.

Grants Management
Keep on top of grant release dates, feed into grant budget reports and demonstrate greater accountability and stewardship than ever before.

Campaigns & Event Management
Campaigning through organized events is a vital part of the mix when raising awareness and funds. With Salesforce you have the ability to track of successful your efforts are. You can tracks RSVPs, link donations to specific events to easily report on ROI for each and every event/campaign.

If you’re ready to take your operations to the next level and increase your impact, contact us today to learn more about Salesforce CRM for Charities and Non-profit Organisations. Let us help you make a difference!