Next–Gen Fundraising: How Salesforce Empowers
Nonprofits of All Sizes
For successful fundraising, personalized communication has always been key.
Connecting with donors on a personal level, based on their individual interests and
giving history, builds strong relationships and encourages generosity. However,
achieving this kind of personalization on a large scale has traditionally been a
challenge.
Salesforce, the world’s leading CRM, is now revolutionizing the non–profit sector with
its innovative approach to donor management. By combining the power of its CRM
with integrated data and cutting–edge artificial intelligence, Salesforce empowers
organizations of all sizes to cultivate deeper relationships with donors through
hyper–personalized engagement.
● Integrated Data: Salesforce provides a unified view of each donor,
consolidating information from various sources, including giving history,
website and text interactions, event attendance, advocacy actions, and email
engagement.
● AI–Powered Insights: Salesforce’s Einstein AI analyzes donor data to predict
future giving potential, identify major gift prospects, and recommend
personalized engagement strategies.
● Automated Personalization: Salesforce automates personalized
communications across multiple channels. This ensures that donors receive
timely, relevant messages that resonate with their interests – increasing
engagement and driving repeat donations.
Scalability for Every Size Organization
Salesforce is the great equalizer. Whether you’re a small grassroots organization or a
large national institution, Salesforce offers solutions tailored to your individual needs
and budget. And since your objectives are likely to increase over time, Salesforce has
designed its flexible platform to grow with you – ensuring that you always have the
tools you need to achieve your fundraising goals. No matter where you are on your
Salesforce journey – now is the time to harness the power of personalized giving.
activities: Examples include duplicate data, difficulty in generating
fundraising reports, and spreadsheets used as system work–arounds. Then,
explore how Salesforce addresses these challenges.
● Get your data ready: This might mean a data clean–up before it’s imported,
but don’t let perfect be the enemy of good. You’ll want to get started with
some speed. One tip is migrating over the most important subset of data –
like the last 3–5 years of giving history. Later, you can migrate the less critical
data.
● Start with the basics: Begin by implementing core Salesforce Nonprofit
features, such as moves management, donation tracking, streamed gift entry
and reporting.
● Integrate with existing systems: Connect Salesforce with your website,
email, event management, volunteer management and other applications to
streamline data flow.
● Embrace automation: Leverage Salesforce’s automation capabilities to save
time and improve efficiency.
● Take advantage of Salesforce’s training opportunities: There are so many
training tools and resources that you can — and should — take advantage of
to become fluent in Salesforce.
How To Step Up Your Salesforce Game
● Supercharge Segmentation with Advanced Analytics: Go beyond basic
demographics: You’re likely already segmenting by basic factors like donation
amount or location. Dive deeper! Use Salesforce reports and dashboards to
analyze giving patterns, engagement with email campaigns, website
interactions, and event attendance.
● Create dynamic segments: Don’t use static lists. Use criteria–based
segmentation to automatically update lists as donors act. This ensures your
communications are always targeted.
● Unleash the power of Einstein AI: Predictive scoring can analyze your data to
predict which donors are most likely to give again, upgrade their donation, or
attend an event.
● Employ next–best actions: Get AI–powered recommendations on the most
effective engagement strategy for each donor. This could be suggesting a
personalized email, a phone call, or inviting them to a specific event.
● Elevate Your Email Marketing: Use Salesforce data to personalize email
content based on past behavior. Go beyond “Dear [Name]” and tailor
messaging to resonate with individual donors.
● Automate journeys: Create email sequences such as welcome series for new
donors, re–engagement campaigns for lapsed donors, or thank–you messages
with impact reports.
● Map the donor lifecycle: Visualize the stages donors go through from initial
awareness to becoming loyal supporters. Identify potential bottlenecks or
areas to improve your engagement strategy.
● Personalize online experiences: Integrate Salesforce with your website to
personalize content, donation forms, and calls to action based on donor
profiles.
iMission –Salesforce Consultants for Fundraisers: Your Partner to
Success
With expertise in and a focus on the nonprofit sector, iMission fundraising
consultants provide invaluable guidance and support throughout your Salesforce
journey. We can help you:
● Develop a customized Salesforce strategy: Tailoring the platform to meet
your specific fundraising goals and objectives.
● Implement and configure Salesforce: Ensuring seamless integration with
your existing systems and workflows.
● Provide ongoing training and support: Empowering your team to effectively
utilize Salesforce’s features.
● Stay up–to–date on the latest innovations: Keeping pace with Salesforce’s
rapidly evolving technology and ensuring you’re maximizing its potential.
Partner with an iMission consultant today and your fundraising team will be able to
unlock the full power of the Salesforce platform, and transform your fundraising
efforts.
.gif)
