• Home
  • Solutions
    by Salesforce services
    Consulting Integrations Lightning Migration Outsourcing Optimization Analytics & AI Automation Sales Intelligence Cloud Implementations DevOps & CICD
    Revenue Cloud Sales Cloud Service Cloud Marketing Cloud Health Cloud NPSP Finance Cloud Community Cloud App Development
    by need
    A Better Strategy for your Data Increase Adoption of Salesforce Improve Data Quality & Governance Get 80% done on a Salesforce HomePage Prioritizing Pipeline Opportunities Autologging Sales Activities Reduce Time Spent Navigating Salesforce
    Automate Case Related Communication Reduce your Tech Debt Integrate a Tech Stack Reducing The Manual Processes Test Automation Automate Loan Underwriting Create a Training Program for Partners
    • By Salesforce Services
      Consulting Integrations Lightning Migration Outsourcing Optimization Analytics & AI Automation Sales Intelligence Cloud Implementations DevOps & CICD
      Revenue Cloud Sales Cloud Service Cloud Marketing Cloud Health Cloud NPSP Finance Cloud Community Cloud App Development
    • By Need
      A Better Strategy for your Data Increase Adoption of Salesforce Improve Data Quality & Governance Get 80% done on a Salesforce HomePage Prioritizing Pipeline Opportunities Autologging Sales Activities Reduce Time Spent Navigating Salesforce Automate Case Related Communication Reduce your Tech Debt Integrate a Tech Stack Reducing The Manual Processes Test Automation Automate Loan Underwriting Create a Training Program for Partners
  • Industries
    Heathcare
    Healthcare
    Take care of your patients more...
    Finance image
    Finance
    We offer worry-free safe...
    Technology image
    Technology
    We design systems that can...
    Nonprofit
    Nonprofits
    Powering Your Nonprofit...
  • Industries
    Healthcare
    Healthcare
    Take care of your patients more...
    Finance image
    Finance
    We offer worry-free safe and stable...
    Technology image
    Technology
    We design systems that can...
    Nonprofit
    Nonprofits
    Powering Your Nonprofit...
  • Products
    Bolt Connections
    People buy from people whom they know and trust. Sellers spend countless...
    Bolt Kanban
    85% of companies miss their forecast due to the challenges sales teams face.
    AWS Connect
    Connecting with the customers on the channel of their choice has become...
    Secure BYOD
    We have helped Movius Communications to build a secure Mobile-first...
    Bolt Metrics
    Salesforce Classic was built using web-centric technologies approx...
    Deal Maturity
    The answer to the question "How matured is the opportunity" is very...
    Pipeline Magic Quadrant
    Sellers chase whatever moves. If the customer is actively engaged, then...
    Seller Dashboard
    Sellers tend to lose track of their numbers very quickly, and this can result in...
    Management Dashboard
    Management had invested heavily in Salesforce CRM, and many had even made...
    Bolt Test Automation
    Management had invested heavily in Salesforce CRM, and many had even made...
  • Products
    Bolt Kanban

    85% of companies miss their forecast due to the challenges sales teams face in keeping track of the deals,

    Explore more 123...
    Bolt Kanban
    bolt-connect image

    85% of companies miss their forecast due to the challenges sales teams face.

    Bolt Connections
    bolt-connect image

    People buy from people whom they know and trust. Sellers spend countless...

    Bolt AWS
    bolt-connect image

    Connecting with the customers on the channel of their choice has become...

    Bolt Secure
    bolt-connect image

    We have helped Movius Communications to build a secure Mobile-first...

    Bolt Metrics
    bolt-connect image

    Salesforce Classic was built using web-centric technologies approx...

    Bolt Maturity
    bolt-connect image

    The answer to the question "How matured is the opportunity" is very...

    Bolt Pipeline
    bolt-connect image

    Sellers chase whatever moves. If the customer is actively engaged, then...

    Bolt Seller
    bolt-connect image

    Sellers tend to lose track of their numbers very quickly, and this can result in...

    Bolt Pipeline
    bolt-connect image

    Management had invested heavily in Salesforce CRM, and many had even made...

    Bolt Testing Automation
    bolt-connect image

    A product is an output of many layers of processes therefore dominates the...

  • Customer Stories
  • About Us
  • Contact

Quick Links

  • What is Salesforce Nonprofit Cloud?
  • Benefits of Salesforce Non-profit Success Pack
  • Bridging the Impact Gap with Features of Salesforce for Nonprofits
  • Best Salesforce Apps for Nonprofits
  • Non-profit Success Stories: How has Bolt Today enhanced the Data Governance for the Akshaya Patra Foundation?
Best Practice | 10 min read

All You Need to Know About Salesforce for Nonprofits

Prepared By Jayant Umrani

Non-profit organizations face many challenges that keep them away from maximizing their non-profit impact.

Limited access to volunteers, inadequate technology to raise funds and create an impact on the scale are some of the complexities for non-profits. In the non-profit ecosystem, public perception is very important to gain goodwill and faith. Hence, inefficient resources and tools of communication stand between the non-profit needs and the prospective donors.

This scenario can be transformed for every non-profit organization with the powerful applications of Salesforce for Nonprofits.

What is Salesforce Nonprofit Cloud?

Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. And they provide a variety of tools and capabilities to assist non-profit organizations in managing their operations and enhancing their non-profit impact.

Salesforce nonprofit cloud enables non-profits to manage donor connections, plan and automate fundraising efforts, and acquire data-driven insights to guide decision-making.

Additionally, Salesforce nonprofit success pack provides non-profits with the capabilities for managing volunteers, tracking grants, and reporting on the impact they create.

Benefits of Salesforce Non-profit Success Pack

Improved Donor Management

With Salesforce NPSP, non-profits can manage all of their donors' contact information, donation history, and engagement data in one place. They can boost involvement and support with the help of a Salesforce nonprofit consultant.

Enhanced Fundraising Capabilities

Salesforce for nonprofits features can assist NGOs to organize their fundraising activities. These features give the capacity to track donations, manage fundraising campaigns, and generate reports to evaluate the effectiveness of such campaigns.

Enhanced Operations & Communications

Salesforce for Nonprofits facilitates the development of strong communication channels between nonprofit organizations' staff and their numerous partners. Improved communication and a rising positive synergy result in increased operational efficiency, which ultimately aids in meeting the specified objectives.

Better Program Management

Salesforce nonprofit success pack may assist NGOs in managing their programs and services, including monitoring volunteers, tracking program participants and outcomes, and determining the effectiveness of their initiatives.

Enhanced Productivity & Efficiency

Nonprofits can automate many of their essential procedures, including donor communication and intake, fundraising, and program management, by adopting Salesforce NPSP. With the help of the non-profit Salesforce consultant, businesses can save time and money while concentrating on their goals and the needs of their clients.

Greater Community Involvement

Salesforce nonprofit cloud has tools and services that can assist nonprofit organizations in connecting with their patrons and fostering closer links with their local communities. Nonprofits can use the platform to make online donation pages, manage mailing lists, and distribute newsletters and updates.

Bridging the Impact Gap with Features of Salesforce for Nonprofits

Salesforce offers non-profits several management and growth options for their organizations. Salesforce could be used in a variety of ways by non-profits, such as:

Donor Management

Salesforce nonprofit cloud provides solutions to assist non-profits in managing their relationships with donors, including contact details, past donations, and communication choices. By doing this, nonprofits may more successfully interact with their contributors and create stronger bonds.

Fundraising Automation

Salesforce can be used to manage and automate fundraising campaigns, including creating donation forms, contacting potential donors via email, and monitoring progress. In doing so, non-profits can maximize the effectiveness of their fundraising efforts while also saving time and effort.

Volunteer Management

Salesforce provides features for scheduling, tracking hours, and corresponding with volunteers as well as solutions made expressly to assist non-profits in managing volunteers. This can facilitate the effective management and utilization of volunteer labor by non-profits.

Grant Tracking

Salesforce for Nonprofits can be used to manage grant applications and grants, keeping track of deadlines, specifications, and development. This can assist non-profits in ensuring compliance and in making the best use of grant money.

Impact Tracking

Salesforce nonprofit success pack provides solutions to assist non-profits in measuring and documenting the impact of their initiatives. This can assist charities in proving their worth to contributors, funders, and other stakeholders.

Best Salesforce Apps for Nonprofits

You can make a multi-folded impact by using several Salesforce applications and integrations. These top-rated nonprofit software programs can easily meet the technology needs of your non-profit.

Nonprofit Cloud Case Management

With this app, Non-profit organizations can scale personalized care to clients while tracking intake, referrals, clients, services, case plans, notes, incidents, and assessments. This app is paid and may cost you around $360/year for each user.

You can make sure that your efforts reach everyone who requires care.

Program Management Module

Program Management Module is a Salesforce open-source offering. Program Management Module can be used to transform any data that you are already tracking on paper or in spreadsheets.

With this application, you can easily comprehend, improve, and report on your programmatic results with the assistance of the ecosystem of implementation partners.

Outbound Funds Module

This open-source Salesforce app provides a flexible, community-driven grantmaking solution. It helps nonprofits track their funding programs and requests by obtaining commitments, managing disbursements when distributing rewards, and managing financial obligations.

Volunteers for Salesforce

Nonprofits can manage volunteer activities and volunteers with this free app from Salesforce.

You can easily manage all volunteer roles and shifts, both continuing and for a specific event, and keep track of who your volunteers are and the hours they have put in.

Non-profit Success Stories: How has Bolt Today enhanced the Data Governance for the Akshaya Patra Foundation?

Bolt Today has enhanced the data governance strategy for a non-profit organization Akshaya Patra Foundation. The non-profit had been utilizing Salesforce for more than ten years, and numerous Salesforce administrators had assisted in configuring and customizing the platform to suit their requirements. However, they were unable to find the best-suited solutions to maximize their social impact.

As a strategic Salesforce NPSP consultant, we employed an outcome-driven methodology to recognize and record the business success KPIs of important stakeholders.

Bolt Today examined the current Salesforce configuration to find any gaps in,

  • Business Processes
  • NPSP Setup
  • Data Model
  • Security Configuration

Further, conducted stakeholder sessions to record requirements and anticipated results. The Salesforce nonprofit consultant analyzed third-party APIs and comprehended the integration requirements to develop an integration architecture.

It was found that fundamental changes to the NPSP data model were required, and these changes had an effect on all donor connections and data.

Therefore, the data was first cleaned up and integrations were established with the field mapping needed to collect precise and clean data.

This resulted in accurate reports and precisely controlled donation credits, particularly for corporate matching.