European nonprofits of all shapes and sizes are needed more than ever in their communities today as we all deal with the effects of the current crisis. During these unprecedented times, nonprofits must pivot to address fundraising challenges, change how they deliver programs and prepare for new ways to engage and operate in the future.
That’s why we’re excited to announce new innovations and enhancements in Salesforce.org Nonprofit Cloud’s Summer’20 Release that help nonprofits navigate the new normal.
As in-person meetings are curtailed, digital channels are becoming increasingly cluttered–even while the demand for nonprofit services surges. Changing times bring both challenges and opportunities in fundraising, marketing, program delivery, and grants management. The shift to digital is more imperative than ever. When we can’t be physically together, technology is key to communicating effectively, and driving efficiency and speed so current resources can deliver more impact.
Nonprofit Cloud’s new fundraising capabilities are designed to help nonprofits strengthen fundraising and productively connect with trusted donor data.
New Nonprofit Success Pack (NPSP) free enhancements include Gift Entry and Recurring Donations. Gift Entry helps users enter batch and single gifts into Salesforce in a way that is accurate, fast and flexible. This results in nonprofit staff spending less time entering gifts, reducing entry errors and increasing confidence that complex gifts have the right attributions. Recurring Donations offers a more efficient way for nonprofits to manage regular gifts and helps better forecast revenue.
Accounting Subledger is a new product that brings fundraising and finance together. It helps ensure consistent revenue, payment and accounting data across fundraising and financial systems, with customised templates for over 20 leading accounting systems such as Quickbooks, FinancialForce, Sage Intacct, NetSuite, Financial Edge, Exact and more.
In the new normal, marketing teams are beginning to think about how to deeply personalise and track digital engagement in an increasingly digital-first and digital-only world. Our suite of marketing and engagement products help organisations know more about their constituents, create personalised interactions, engage across the entire journey, and analyse impact. Learn more.
Two new program management innovations in Nonprofit Cloud that empower staff to provide meaningful care even during this time of crisis.
Nonprofit Cloud Case Management supports nonprofits as they work to scale personalised care to clients on a platform that helps them track services, case plans, notes, incidents, assessments and outcomes. By having all key information on a single system, service providers can manage a large caseload of clients and collaborate on service delivery. Our new Case Management Client Intake and Client Referrals reduce the time and steps needed to enrol a client into a program, start delivering services, or refer them to another organisation.
Program Management Module is additional program management functionality we’ve added to NPSP that provides a standard framework for nonprofits to organise and manage their program data in Salesforce regardless of type or complexity. The module will change the way nonprofits track any type of program, service or client moving from paper and spreadsheets to a technology platform, helping to visualise all offerings and how clients and beneficiaries engage with the services they need.
“We were really pleased to be invited to be a part of the pilot and play a small part in the development of a product that will have such an impact on the way nonprofits like ourselves work,” said Russell Cable, Data Systems Manager, Thomas Pocklington Trust. “We have been looking for a solution like this; nothing else comes close. Having the ability to more efficiently manage mid- to long-term cases and programmes will make such a difference to our organisation and allow our case workers to save time on admin and focus their attention where it really matters, supporting our service users.”
As the role of grant-makers changes, technology enhances how grant-makers track, manage, and deliver their funding programs.
Outbound Funds Module allows organisations to spend less time on tedious processes and more time driving their philanthropic mission.
The Grantee Portal Template makes it easier for grantees to find and apply for funding and grants, view application status, and submit ongoing progress reports.
Our nonprofit community has weighed in to help us build the most needed solutions as operating models shift, funding is stretched thin, staff become acquainted with remote services and play catch-up with postponed or delayed programs and events. We are grateful to have partnered with them to build and offer these new solutions.
Learn more about Nonprofit Cloud and check out our Nonprofit Cloud Demo.