Fundraising with Salesforce for Nonprofits


Tech Impact is hosting a webinar "Getting Started With" on Wed. Nov 30, 2016 2:00 PM - 3:00 PM EST.  Salesforce provides nonprofit organizations with 10 free licenses to its CRM (Constituent Relationship Management) cloud-base software. They'll even provide nonprofits with a "Nonprofit Starter Pack" which is a CRM template built specifically for nonprofits to use. Original article from


Manage the donation cycle from pledge to payment including individual donations and grants by:

  • Standardizing your donation processes
  • Analyzing your pipeline 
  • Automating routine tasks

Drive annual campaign success with integrations for your donation landing pages, financial institution, email campaigns and event management apps. 

Donation Cycle



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May we suggest reading: Getting Started with Salesforce for Nonprofits

Getting Started With Salesforce for Nonprofits

Donor Management

Get a complete picture of your donors, volunteers, clients and other constituents in one place, including:

  • Activity history
  • Giving history
  • Programs 
  • Events attended
  • Any custom information
Gain insight into their activity on social media sites like LinkedIn, Facebook, and Twitter so you always know what your supporters “like”, making it easy to build stronger, longer-lasting relationships.

Grants Management

Streamline your grants prospecting, management and reporting with Salesforce’s powerful automation and real-time analytics. Customize objects and workflow to meet your specific organizational process, stay within your grants budget, effectively manage your grants, and demonstrate greater accountability and stewardship than ever before.

Volunteer Management

Efficiently recruit, track, and manage volunteers with Salesforce. Market opportunities; track volunteer skills, qualifications and trainings; schedule and monitor volunteer events and shifts; recognize and retain volunteers and generate powerful reports and analytics in real-time.

Events Management

Cultivation and fundraising events are an important part of the mix for raising awareness and funds. With Salesforce, your event team can easily post new events, manage event calendars, track RSVPs, create table seating charts and provide VIP summary reports for your team who will be engaging with your attendees. With integrated check-in apps for mobile devices, the latest information and real-time reports are in your hands and your organization’s database.

You've probably heard it before - nothing great comes free. So, what's the catch with Salesforce for nonprofits? How much does it really cost to just get started? When is it necessary to customize? How hard is it for staff to use? What are the real benefits for implementing the CRM? 

Join Tech Impact's Data & Strategy Team lead, Jordan McCarthy, for a 1 hour presentation about Salesforce for nonprofits.New Call-to-action

View the original article from   Featured Image Courtesty of iStockPhoto/hulyakarakas
Have technology questions or want to learn more about how Tech Impact can help your nonprofit?