Have you been looking in to Salesforce Nonprofit Success Pack (NPSP)? Have you heard of it? Allow us to give you a brief overview of what the NPSP is, what it gives you, and the benefits of using it.
The NPSP is a great starter kit for Non-Profit organisations of any size. Salesforce allows non-profit organisation to have up to 10 Salesforce licenses for free, giving full access to the platform just like if you were to buy Enterprise Edition licenses and this will give you the ability for heavy customisation if necessary, but best of all, it has a collection of custom objects and functionality out of the box which help you to manage different account types, donations, customer relationships and so much more.
To dive a little deeper in to what the NPSP has to offer, you can store all of your customers, build out a nice visual image of their relationships with other customers, see where each donation is coming in from, whether it is a one off or a subscription, you can then add different levels to your customers depending on how much they donate or however you wish to rank them, if at all. You can keep track of who receives your marketing content be it emails, letters, phone calls, this is all tracked on your salesforce platform and it is all visible in just a few clicks.
So now you are starting to see why this can work for your organisation. Let us explain how it can really help you speed up your business processes and looking after your customers.
Using the NPSP will allow your users to automate a large portion of what used to be very manual, it takes away the need for spreadsheets or multiple systems because everything can be captured and controlled all within the one place. It is very user friendly, easy to learn, and once your system is built to your specification, the adoption rate will be through the roof.
You won’t be able to delete those old spreadsheets fast enough! To top all of that off, Salesforce is an extremely customisable system and it allows for automation so if you have certain processes that may not need to be done manually or they are the same every time you do them, then there is a good chance you can automate it which means more time to sit back and enjoy that cup of tea!
Another great part of NPSP is the donation management. Whether you have customers sending in one off payments or they are on rolling subscriptions, this can all be looked after within salesforce with totals, dates, and it can then be related to their information so everything you need to know is at your fingertips. This functionality can also be integrated with payment systems like Asperato and so when a payment is made, it will create all appropriate records straight in Salesforce automatically.
There’s a lot more we could talk about on the Nonprofit Success Pack – and we will in the coming weeks and months. In the meantime, if you are a non-profit organisation looking to bring in a new CRM system, or if you would like to learn more about Salesforce’s non-profit offering, then take a look at our work in the NFP industry. See what our customers like Cardiff City FC Community Foundation have to say about us and how they have been making improvements to their day to day efforts with our help. We’d be happy to help you and your organisation achieve the same success, so why not get in touch today?