Salesforce For Nonprofits

About Salesforce For Nonprofits

Salesforce seamlessly brings together the realms of fundraising, program management, and donor management to name a few. In a landscape where collaboration is paramount, bid farewell to siloed systems that only breed inefficiency. Salesforce ensures a unified platform, fostering enhanced teamwork by consolidating all aspects of your internal operations and management into a single, cohesive system. Break free from the shackles of disparate data silos that hinder visibility into the effectiveness of your programs. Salesforce centralizes outcome and program data, providing a holistic view of actionable insights. Determine the true impact of your initiatives, act upon nuanced insights, and seamlessly share results—all within the convenience of a unified data repository.

Nonprofit organizations can even opt for seamless integration with managed packages like Nonprofit Success Pack (NPSP), specifically designed to organize constituent, fundraising, and program data.

3 Ways Help Salesforce Nonprofit Organizations

Elevating Your Mission:
Improve operational efficiency by envisioning a streamlined way to track contacts, appointments, programs, services, funds, events, and other vital information. Salesforce for Nonprofits provides the tools to build stronger relationships, consolidate scattered information, and streamline interactions with donors and program participants.

Gain Insights and Expand Impact:
Consolidate your data in one secure and user-friendly platform to analyze fundraising performance, generate program reports, and enhance overall efficiency. Nonprofit’s can even harness the power of AI tools for automated insights. Salesforce enables you to uncover trends and insights, fostering growth and impact.

Being prepared for change:
In a dynamic environment, flexibility is key. Salesforce for Nonprofits equips you to scale operations, pivot to new program areas, and efficiently manage changing demands. Thrive on opportunities with integrated systems that adapt seamlessly.

Salesforce for Nonprofits comprises ready-made apps, tools, features, services, and technologies designed to meet the unique needs of nonprofits, regardless of size or mission.

Nonprofits are empowered with Salesforce, offering tailored solutions like Nonprofit Cloud for comprehensive fundraising, program management, case management, and outcome tracking. For grant-focused organizations, Nonprofit Cloud for Grantmaking enhances these capabilities, managing the entire grant lifecycle.

How Salesforce Helps Non-Profits


Leveraging Salesforce offers substantial advantages for nonprofit organizations. As a robust Customer Relationship Management (CRM) platform, Salesforce is equipped with a suite of tools and features specifically designed to address the distinctive requirements of nonprofits.

Efficient Donor Management: Streamline donor information tracking, recording interactions, preferences, and donation history for personalized fundraising efforts.

Fundraising and Grant Management: Utilize Salesforce tools to manage campaigns, events, and grants, track donations, set goals, and generate insightful reports.

Enhanced Communication and Engagement: Elevate communication with donors, volunteers, and stakeholders through Salesforce's support for email marketing, social media integration, and other engagement tools.

Workflow Automation: Save time and resources by automating manual processes such as donation acknowledgments, volunteer management, and event planning, allowing a focus on mission-centric activities.

Program Management: Track and manage programs and services, monitor impact, manage participant data, and generate reports to assess effectiveness.

Data Analytics and Reporting: Gain insights into data with Salesforce's robust reporting and analytics capabilities, creating custom reports and dashboards for informed decision-making.

Integration with Third-Party Apps: Extend functionality by seamlessly integrating Salesforce with various third-party applications for accounting, marketing, and specialized functions.

Scalability: Salesforce adapts to nonprofits of all sizes, from local organizations to international NGOs, ensuring scalability to meet growing needs.

Community and Collaboration: Foster collaboration, engagement, and networking among supporters through Salesforce's community platform for nonprofits.

Nonprofit Success Pack (NPSP): Utilize Salesforce's specialized NPSP for a streamlined implementation process, featuring pre-built data models and functionality tailored to nonprofit needs. Organize consistent data with key features supporting fundraising, program management, and marketing.

Salesforce for Non-Profit Case Studies

Prolocity excels as a top expert in tailoring Salesforce solutions for nonprofits. Leveraging extensive experience with Salesforce's specialized tools like the Nonprofit Success Pack, Sales Cloud, and Experience Cloud, Prolocity adeptly tackles nonprofit challenges. View our various nonprofit case studies and see how Prolocity empowers nonprofits to streamline data, automate workflows, and maximize operational efficiencies.

Nonprofit Success Pack and Experience Cloud Solution:

The School for Field Studies (SFS), a renowned environmental study abroad program, faced limitations with their previous CRM, hindering updates and trapping them in manual workarounds. Prolocity implemented Salesforce's Nonprofit Success Pack and Experience Cloud, creating a customized solution with 45 unique forms. This streamlined the application process, providing students and admissions staff with a user-friendly interface, reducing manual intervention, saving time, and increasing control and visibility. SFS plans further collaboration with Prolocity to enhance their data and processes in Salesforce.

Salesforce Nonprofit Integrations

Prolocity collaborated with Dog Tag to streamline their Fellowship Program for veterans, military spouses, and caregivers using Salesforce. The implementation consolidated fragmented data from various platforms, automated workflows, and enhanced reporting capabilities. The solution included Salesforce tools like Nonprofit Success Pack, Experience Cloud, and integrations with FormAssembly and ActiveCampaign. The centralized system improved team efficiencies, provided a 360° view of dashboards, and increased the number of program applications. Dog Tag observed increased transparency, efficiency, and overall program success, showcasing tangible improvements in operational efficiency and program growth.

Prolocity partnered with the United Way of Greater Cincinnati (UWGC) to efficiently distribute COVID-19 relief funding using Salesforce. Facing urgent needs, UWGC upgraded to Sales Cloud, implementing Nonprofit Success Pack and Case Management. The system enabled UWGC to track and manage resources, connect applicants with outside organizations, and streamline distribution. The fully functional system was achieved in under a month, resulting in increased service accessibility, improved partner communication, enhanced distribution efficiencies, and reduced internal admin time. Prolocity continues to work on expanding Salesforce usage for UWGC's Project Lift, providing a holistic view and efficient case management for community assistance programs.