Manage nonprofit operations with Salesforce Nonprofit Cloud
Connected data for donors, grants, and programs
Nonprofits often manage information across systems that do not work well together. We implement Salesforce Nonprofit Cloud to bring fundraising, grantmaking, and case management into one platform, helping teams spend less time reconciling spreadsheets and more time on their mission.
With Data Cloud and Agentforce, giving history, event attendance, and engagement data can be brought together into a single donor view. AI can then help identify donors at risk of lapsing and automate reporting that would otherwise take days to prepare.
What our Nonprofit Cloud experts do for you
Fundraising & Donor Management
Design gift, pledge, and campaign data models using Gift Transactions, Commitments, and Designations, so every contribution is tracked and available for reporting.
Membership Management Implementation
Configure membership tiers, renewals, and benefits such as event access and merchandise using Account, Membership, and Transaction data models.
Grant Management
Set up Funding Opportunities and Funding Disbursements to manage incoming and outgoing grants directly in Salesforce, reducing reliance on disconnected spreadsheets or third-party tools.
Program & Case Management Setup
Configure case management for service delivery and program outcomes, so impact data is captured consistently and ready for funder reporting.
Legacy System Data Migration
Migrate donor, membership, and transaction history from legacy CRMs into Nonprofit Cloud while resolving duplicate records and issues in denormalized data exports.
Donor Insights & Impact Reporting
Bring giving, event, and engagement history into a single donor profile with Data Cloud. Use this information for churn-risk scoring, Agentforce-drafted outreach, and funder-ready reporting.
Nonprofit Cloud in action
Here are two examples of what we’ve built with Nonprofit Cloud and Agentforce as part of the broader fundraising, membership, and program services we deliver.
Donor churn prediction and re-engagement
Nonprofits may lose recurring donors without knowing they are at risk until after a lapse has occurred.
How it works
Data Cloud brings giving history, event attendance, and email engagement into a single donor profile. A scoring model identifies donors showing signs of potential lapses, while Agentforce drafts a personalized re-engagement message based on their giving history and engagement. Staff can review and send messages.
Grant reporting automation
Program teams can spend days each quarter compiling outcomes data for grant reports.
How it works
Program and outcome data recorded in Nonprofit Cloud, including case management and service delivery records, is brought into a Flow-driven report template. Agentforce summarizes case notes into funder-ready narrative content, helping reduce the time needed to prepare reports.
Bringing donors, grants, and program data together can reduce reporting work and give teams more time to focus on their mission.
FAQs
Does Nonprofit Cloud replace our existing donor database?
In many cases, yes. We can migrate organizations from legacy CRMs into Nonprofit Cloud and consolidate fundraising, membership, and grant data into one system of records.
Can a small nonprofit team manage Nonprofit Cloud?
Yes. We configure roles, permissions, and automation such as Flow-triggered confirmation emails and reporting to support day-to-day fundraising and program operations.
Can you manage memberships as well as donations?
Yes. We configure membership tiers, renewals, and benefits such as event access and merchandise using the same Account, Membership, and Transaction data models used for fundraising.
Can we manage incoming and outgoing grants in one system?
Yes. Funding Opportunities and Funding Disbursements can be configured to manage both incoming and outgoing grant processes in Salesforce.
What does migrating from an existing CRM involve?
We review the legacy data, map it to the Nonprofit Cloud data model, resolve duplicate records, and load the data in the appropriate order so related records are connected correctly.
How does Data Cloud support fundraising?
Data Cloud can bring history, event attendance, and engagement data into a single donor profile. This information can then support churn-risk identification and personalized outreach.
What can we do for you
Consulting and Advisory
Conduct thorough business audits to craft tailored strategies for your success. Receive actionable insights and recommendations prioritized to meet your needs.
Platform Administration
Streamline your Salesforce operations with our expert administration services. From production releases to analytics, we ensure your platform is primed for success.
Custom Implementation
Tailor Salesforce solutions to fit your unique business requirements. Our seasoned experts guide you through seamless implementation processes aligned with your organization’s goals.
Integration
Seamlessly integrate tools to harness 360-degree customer insights. Align your marketing automation tools with Salesforce policies for enhanced data merging.