WHY SALESFORCE IS THE BEST SOLUTION FOR NONPROFIT MANAGEMENT
Through its Power of Us program, Salesforce is committed to helping nonprofit organizations grow their services across the world by providing free and deeply discounted access to the Salesforce platform.
Benefits Of Using Salesforce For Your Nonprofit
When your nonprofit has been approved through the Power of Us program, you will have access to the powerful Salesforce platform with 10 user logins for free — an annual value of $18,000. You can create those user accounts for anyone in your organization: staff, volunteers, or board members.
Through the Power of Us program, you will receive access to the Salesforce Enterprise Edition. This is the basis for the 3Circle Solutions QuickStart Package for Nonprofits, which includes tools for:
- Constituent relationship management
- Volunteer management
- Donation management
- Basic grants management
- Basic batch entry
- Mobile access
- Content library
If you need additional licenses, user accounts, or Salesforce products, those are also available at a very deep discount.
Using Salesforce For More Than Donor Management
While most nonprofits use Salesforce for donor management, 3Circle Solutions has helped multiple local nonprofits use Salesforce for case management and client relations. That includes the Refinery Mission, a faith-based non-profit that works with men in need of emergency and transitional housing so they can become self-sufficient and successfully transition back into society. Read more about the Refinery Mission’s success with Salesforce.
With Salesforce, nonprofits can track the services they’re providing to clients. By using Salesforce for case management and client relationship management, you can keep track of your organization’s impact. You can use that data to illustrate the impact of your work and help you make more effective decisions regarding future needs for clients, staff, and funding.
With the Salesforce Lightning dashboard, you can easily take action on the data you have because it’s presented clearly at a glance. Your dashboard is a snapshot of your data, always in real time. You can immediately jump into the data to learn more if you need more details.
For the Refinery Mission, they can see a lot of information about their clients at a glance. Their dashboard shows:
- How many clients they’re currently serving and how many more they can serve
- Types of services they’re providing each month
- Age groups of their clients
- Most common referrals sources for their clients
- Frequency of mental illness among their client population
- Length of time they’re serving clients on average
3Circtl Solutions is here to help nonprofits get the most out of the Salesforce platform. We can help you migrate data, customize your dashboards, and teach you how to use Salesforce to the fullest.
Contact 3Circle Solutions to learn more.