Everything You Need To Know About Salesforce Non Profit Success Pack

These are like spreadsheets you utilize for tracking information. They are tabs present at Salesforce’s screen to measure various aspects of nonprofits. Standard objects are an essential part of the platform, including contacts, accounts, opportunities, and leads. You can build custom objects for tracking specific priorities.

These are spreadsheet cells where one can input information as per the right object. For instance, you will have a donor’s name field in the object accounts. There the record displays the name of the donor.

All objects have fields attached to themselves. Here one finds the details of any object that you are looking for.

• It is free for only ten users.
• The NPSP aids in executing more extensive configurations with much ease.
• With NPSP, the data models function together seamlessly.
• It is customizable and configurable as per an individual’s specific needs.

In Nonprofits, many constituents and donors are there. By leveraging the Salesforce NonProfit Success Pack features, you can properly manage each household and constituent. Moreover, you can easily track the constituent or donor information like contact information and demographics. With NPSP, you can view organization affiliations and relationships.

Connecting with constituents is a major feature of NPSP. One can define track as well as engage constituents’ levels. Along with that, volunteer engagement and tracking onboarding become easy. The nonprofits can also use NPSP to engage with all program participants.

Nonprofits like to remain top of grants and donations. When you hire a Salesforce NPSP expert, you can utilize the best of the platform and track and manage donations. You can easily maintain all your recurring donations. Furthermore, you can access the history of giving campaigns, matching gifts, soft credits, and allocate funds.

Through Salesforce NPSP, organizations get the help of building and tracking the progress of the programs or fundraising. Nonprofits can make deduplicated lists of emails from the campaign created. They can also update members of the campaign through opportunity campaigns.

The major pillar of nonprofits is volunteers. Salesforce NPSP can let you manage every volunteer program through understanding and tracking the volunteer hours. The profiles can match the skills of volunteers in the NPSP, and one can track volunteer opportunities or jobs. The specific event details for specific jobs can be tracked so that the volunteers can do their sign-ups as per their shifts.

It provides you complete access to the nonprofit data in the mobile application. The users can make and update all essential data from the mobile apps. Household account contacts and donations are accessible through NPSP.

Using Salesforce NPSP, one can get numerous pre-built reports. These are useful for tracking grants, donors, giving, memberships, grants, campaign ROI, etc.