Salesforce is arguably one of the most advanced CRM systems for businesses and nonprofits alike. It's consistently one of the top CRM systems for nonprofits and fundraising.
The software can help nonprofits track all of their donor's information and engagement in one convenient, organized location. It features lead management, donor data, marketing automation, and so much more!
As a development professional, you may already use a CRM system. Still, even if you're new to Salesforce, there are some great apps that can help you grow your audience, increase your fundraising revenue, and make your systems more efficient.
We know time is limited for busy fundraisers, and there are loads of great Salesforce apps. That's why we compiled a list of our top picks for nonprofits!
Table of Contents
- 360MatchPro from Double the Donation
- Nonprofit Success Pack from Salesforce
- DonorSearch
- Hootsuite
- Quickbooks
- Soapbox Engage
1. 360MatchPro from Double the Donation
360MatchPro helps your organization take advantage of matching gift revenue. Too often, matching gifts go underutilized, but this Salesforce app helps you identify supporters who work for companies with matching gift programs. It also makes it easy to contact those donors via email.
Identifying those supporters with matching gift connections can be time-consuming and tedious. The 360MatchPro's automation features streamline the process and save you time and hassle by scanning your donor information held in your Salesforce CRM system, email data, donation forms, and even confirmation screens.
Overall, matching gifts can be a strategic way to increase your revenue without adding more individual donors to your support base. It's also an excellent way for donors to feel great about increasing their support for their favorite nonprofits. And, to sweeten the deal, 360MatchPro integrates seamlessly with Soapbox Engage apps for even greater efficiency and productivity!
Top features to consider:
- Equips donors with forms, guidelines, and all the information they need to utilize their employer's matching gift program.
- Streamlines the process of identifying matching gift opportunities in your current donor database.
- Syncs with your Salesforce CRM and Soapbox Engage apps.
2. Nonprofit Success Pack from Salesforce
You're probably familiar with the Nonprofit Success Pack (NPSP) if you're already using Salesforce. It's frequently used to help nonprofits get started using Salesforce as a CRM system in their organization.
Essentially the pre-set configurations of the NPSP turn the core Salesforce CRM system into a platform geared toward nonprofits' specific needs. Overall, the Nonprofit Success Pack makes it easy to analyze each donor and volunteer interaction to help you improve overall donor relationships and better manage the donation cycle. Plus, having a robust CRM system enables you to find and export the right data for project or reporting purposes.
Perhaps one of the "pros" and "cons" of the NPSP is that many nonprofits grow out of the preset configurations, but it's easy to expand for greater functionality where you need it.
Top features to consider:
- All your teams can have a shared view of essential information, including marketing, fundraising, and programs.
- Capture all your income data in one place, and it's updated in real-time.
- Valuable fundraising and performance dashboards are designed to help you understand your current fundraising and overall performance and empower you to share your success with key donors.
- Affordable and easy to implement for nonprofits of all sizes.
3. DonorSearch
DonorSearch is arguably one of the largest charitable databases available. It helps you learn more about individual donors so you can cultivate a strong relationship and maximize their giving potential using relevant wealth indicators and philanthropic indicators.
Through the combined power of Salesforce and DonorSearch, you can gather more comprehensive information about each donor as they enter your CRM system. Imagine being able to see your supporter's giving history and gift sizes with other organizations! That kind of insight can dramatically impact your "asking" strategy.
Enhance all your fundraising efforts with the wealth screening tools. Quickly assess giving capacity based on factors like real estate holdings, business, and other information.
Top features to consider:
- Access detailed donor profiles directly from the Salesforce platform with the easy DonorSearch button. You can also manually research each donor.
- Easily import information into DonorSearch fields to gather critical information for custom reports.
- Customize the workflow to quickly review each donor as you enter them into the Salesforce CRM system.
- Create custom tasks to help you remember to take the next steps, conduct further research, refine ratings, or other actions.
- Import in-depth prospect profiles easily.
4. Hootsuite
Social media can be a critical piece of the overall fundraising and donor communication puzzle. But with so much on your plate, who has time to post on every social media platform every day? Hootsuite allows you to manage all your social media accounts (Twitter, Facebook, Instagram, YouTube, LinkedIn, Pinterest, etc.) from one central location.
But with Salesforce, you can take things one step further! Create new cases based on conversations on your social media accounts, lead tracking information, and more! Connecting Hootsuite to Salesforce lets you use data from your social media in your overall fundraising efforts.
Create hashtags to track, follow other accounts, search for special terms across multiple platforms simultaneously, and more. If your team is sharing the social media management responsibilities, Hootsuite allows you to assign social posts to team members to follow up on.
Top features to consider:
- Use your social media accounts to gather leads and new contacts for fundraising.
- Add pertinent social media activities to donor records in your Salesforce CRM system.
- Segment your contact lists in your CRM system based on social media activities recorded in Hootsuite.
- Schedule social media posts on multiple platforms from one central location.
- Gather essential social media data and analytics for fundraising.
5. Quickbooks
Quickbooks remains one of the premier bookkeeping software options for businesses and nonprofits alike. It easily handles everything from donation tracking and invoicing to vendor payments and even a payment processor. Connect your Quickbooks with your online bank to easily handle credit card payments, reconcile your register, and so much more.
Quickbooks integrates with Salesforce, so your financial data for your supporters and donors are in one convenient location for your financial team. It even automatically updates financial activities in your donor contact records so you can easily see donation history, payments, and other critical information. From there, you can easily create lists based on financial information and create marketing or outreach content targeted at each list.
Overall, pairing Quickbooks and Salesforce streamlines your bookkeeping systems and allows you to leverage financial information for greater fundraising success.
Top features to consider:
- Securely store all donor information.
- Keep critical information for donor management, fundraising campaigns, volunteers, and employees in a central location.
- Premier bookkeeping features that sync directly to your Salesforce CRM system for accurate donor records.
6. Soapbox Engage
We don't want to toot our own horns here, but our suite of Soapbox Engage apps offers a range of tools to help you make a more significant impact. You don't have to be a techie to create beautiful, custom donation pages for each fundraising campaign.
Design great event pages for upcoming fundraising events and sell tickets or streamline the free sign-up process and everything in between. Create any kind of form or survey you want. And launch that online shop you've been dreaming of to sell anything from merchandise or subscriptions to membership plans.
The range of tools that the Soapbox Engage suite offers is unmatched. Each app is fully customizable to match your unique needs--whether big or small. That means we can grow with your nonprofit, so you only pay for what you need. Plus, it syncs seamlessly to Salesforce to make tracking data and keeping your CRM system updated a breeze.
Top features to consider:
- Accomplish many fundraising tasks with one solution, from custom donation pages to forms and online shops.
- Each tool integrates with Salesforce.
- Affordable for small to mid-sized nonprofits
Overall, Salesforce is a powerful CRM system. There is a wide range of apps to meet the specific needs of nonprofits and help you grow your organization. Using Salesforce apps equips your nonprofit for more effective fundraising. It helps you streamline many of your regular processes so you can devote more time to your mission.
Now that you're equipped for greater success with Salesforce, here are three more resources to take your fundraising to new heights.
- How to Choose the Right Fundraising Event for Your Nonprofit: Fundraising events are an excellent way to bring supporters and like-minded people together around a common cause. The right fundraising event can generate a lot of revenue for your organization. Still, big events can require more time to plan, and they usually come with higher overhead costs. It's critical to choose fundraising events that match your nonprofit's budget and capacities. This blog offers some of the top fundraising event ideas and practical insights about which events might best fit your nonprofit.
- How to Find the Perfect Directory Software for Your Nonprofit: Online directory software really can make or break your online directory, and not all directory apps are created equal. Finding the right directory app can save you time, money, and a lot of frustration, but it can be tough to know what to look for. Head over to this blog to get the essential information you need to choose the right software for your organization.
- Boosting Donor Engagement: 5 Strategies for Nonprofits: Although donor retention varies from year to year and from one nonprofit to the next, a drop in donor retention isn't good for anyone. How can your organization retain donors adn generate long-term support for your mission? The answer lies in better donor engagement. This requires crafting a dedicated donor engagement strategy that reaches supporters through multiple touchpoints. Head over to this blog to learn more!
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