Salesforce for nonprofits, when implemented correctly, can automate fundraising, maintain constituent relationships with people, outreach efforts, etc.
However, you need to adapt the platform to your specific needs to get the most out of it. Doing it alone isn’t worth the potential risk for most organizations, especially for small to mid-sized nonprofits.
Salesforce nonprofit consultants can help with that. They will implement a Salesforce solution that not only adapts to meet your needs and goals but also grows with you as your strategies evolve.
The right consulting team develops a Salesforce implementation plan and puts it into action, providing continual technical support.
In this article, I’m going to highlight tips on how to find and work with Salesforce nonprofit cloud consultants.
Let’s start from the basics. Salesforce for nonprofits offers two solutions:
Also, there is Salesforce.org – a nonprofit social enterprise that resells Salesforce to nonprofits with a significant discount.
Source: https://cloudconsulting24.com/blog-resources/salesforce-nonprofit-webinar
How can you use Salesforce Nonprofit Success Pack and other solutions?
Firstly, Salesforce Nonprofit Сloud and NPSP allow nonprofits to access different Salesforce apps like DocuSign and FormAssembly, used for obtaining digital signatures, building web forms, project management, etc.
Other use cases are:
To get the most out of Salesforce for nonprofits, you might need to find and hire a specialist that could help you with implementation. Such a specialist is called Salesforce nonprofit cloud consultant.
We help nonprofits realize the potential of Salesforce. Whether it’s set-up, migration, training, support, data analytics, the Ascendix team is here to assist you.
Salesforce CRM becomes a powerful tool for constituent management and fundraising if you know how to maximize your use of this robust software.
Without planned implementation and training, Salesforce for Nonprofits could eat up a ton of your resources, become a hindrance to smooth operations, or simply not get adopted by your team properly. Conversely working with an expert saves you effort, time, and money in the long run.
Since nonprofits have specific needs, you’ll have to know how to use Salesforce correctly to stay on top of your most significant efforts. And Salesforce nonprofit cloud consultant can help you with that!
By hiring a Salesforce Nonprofit Consultant, you’ll get:
All the above-mentioned points make hiring a Salesforce consultant a wise investment for most if not all organizations that choose to make a move.
However, finding the right Salesforce nonprofit consultant is a time-consuming process. In the next passage, I’ll cover the key steps for hiring a nonprofit consultant in a short time.
To help you jumpstart the hiring process, I’ve got 8 steps to help you find a Salesforce partner:
Keep these factors in mind while choosing the right Salesforce Certified Partner for your nonprofit organization.
Working with a Salesforce nonprofit cloud consultant is your best bet to ensure your organization will benefit from you’re the new system.
To make this article more practical, I’ll shed light on how to cooperate with a Salesforce nonprofit consultant step by step.
Step 1. Implement Salesforce Nonprofit Success Pack
So, you’ve covered all the points for effective hiring. Now it’s time to start Salesforce nonprofit implementation process. Generally, it includes:
The above-outlined services are the core a certified Salesforce nonprofit consultant does. Remember, CRM platforms are heavy-duty pieces of software that contain your most valuable and sensitive data, so having professional assistance in this process is the best option.
Step 2. Configurate Your Salesforce Toolkit
Once you’ve implemented Salesforce NPSP, you need to customize and configure it. Remember, the Salesforce NPSP does not include online fundraising or marketing tools out of the box. You need to pick and connect those to NPSP with the help of a Salesforce consultant.
The nonprofit consultant will help your team build and then configure the Salesforce toolkit. Additionally, a Salesforce nonprofit consultant can develop and implement integrations between your existing software and your new NPSP platform.
The consultant will be instrumental in ensuring that the configuration fits perfectly into your Salesforce toolkit.
Step 3. Train to Work with Salesforce NPSP
This part of working with Salesforce nonprofit cloud consultant is akin to the finish line; however, it is the longest part of your cooperation.
By the end of this step, you’ll generate long-term ROI on your new CRM platform.
After a successful configuration of the Salesforce toolkit, your team needs to be trained. A technology consultant will prepare necessary documentation on the processes and educate your team until each individual understands how to get the most out of Salesforce for nonprofits.
Ascendix is a solid player on Salesforce CRM consulting market. We have 26+ years of expertise and can cover all the cases of CRM implementation. Our team can help nonprofit organizations implement CRM database solutions, all with an expert, personal touch. Besides, we can assist you in:
We support CRM needs of 200+ clients from different industries, and nonprofits aren’t an exception. We understand the unique business processes of nonprofits and are ready to configure Salesforce for your specific needs.
Why rely on Ascendix in Salesforce implementation services?
Contact us to get upscale nonprofit IT consulting services.
Salesforce Nonprofit Cloud offers a 360-degree view of the organization at a very affordable price. It offers a scalable, flexible, and open platform that helps nonprofits to grow their way.
Over 70% of the nonprofits using Salesforce have reported that they manage to raise more funds, establish effective communication, engage & strengthen communities, and increase employee performance by over 45%.
The Power of US Program includes 10 free subscriptions of Sales & Service Cloud Enterprise Edition for all eligible 501(c)(3) nonprofit organizations. If you need more features or licenses, feel free to check Salesforce for Nonprofits pricing plans.
Kateryna creates engaging content about Salesforce consulting, Ascendix products, and CRM best practices for the commercial real estate industry and legal services. Her articles provide readers with relevant data, stats, business tricks and overviews of new industry trends and CRM updates.
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