Top Tips and Resources for Salesforce Techies at Nonprofits [Tech Tips]

Top Tips and Resources for Salesforce Techies at Nonprofits

As the leading Cloud-based CRM solution, Salesforce.com is a powerful, flexible system for handling your nonprofit’s data and processes. It’s so powerful and flexible, in fact, that the possibilities for its use can seem endless; it can be helpful to have a few places to turn to for advice and answers to your questions.

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Should Your Nonprofit Make a Move to Salesforce?

Should Your Nonprofit Make a Move to Salesforce?

Salesforce.com is the leading Cloud-based CRM solution used by tens of thousands of companies and nonprofit organizations worldwide. Its open architecture allows vendors to develop applications, or Apps, that enhance the for-profit functionality of the Salesforce.com platform and the nonprofit functionality of the Nonprofit Starter Pack to suit the needs of nonprofit organizations.

Each App approaches this customization in unique ways, with differing approaches to usability, potential for further customization, and the types of organizations each is best suited for. Having multiple choices of Apps allows a greater number of nonprofits to use Salesforce.com in a way that functions according to their needs — ranging from supporting a robust membership model to the ability to track government grants.

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A Few of My Favorite Things About Salesforce Nonprofit Starter Pack [Tech Tips]

A Few of My Favorite Things About Salesforce Nonprofit Starter Pack

I love Salesforce. I love the variety of Apps available to nonprofits, and there are great features about many of the fundraising apps available. (For more information and in-depth reviews of top fundraising applications built on the Salesforce.com platform, download our report, The New World of Donor Management Apps for Nonprofits.)

After the original posting, roundCorner announced their partnership with Salesforce.com and the release of the renamed product NGO Connect. Find out more here.

Previously, I wrote about my favorite features of Luminate CRM.  Today, I want to touch upon my favorite things about the Salesforce Nonprofit Starter Pack (NPSP).

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Nonprofit Use Cases for Chatter [Tech Tips]

Using Salesforce's Chatter in a Nonprofit

Salesforce.com’s Chatter product was released back in 2010 to much fanfare. Among nonprofits, its use has been mixed. Some were quick to embrace it, while others haven’t seen the value to their organization. For very small nonprofits with fewer than 10 staff members, for example, it might be hard to come up with reasons that you need to have another collaboration tool. You may already use Google Chat, feel like email works fine for you, or all work in the same office and can holler across the room.

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Use Salesforce.com to Support Your Nonprofit’s Metrics Needs [Tech Tips]

Use Salesforce.com to Support Your Nonprofit's Metrics Needs

As competition for donors’ attention becomes stiffer, savvy nonprofits are realizing the value of clearly defined metrics to help track and develop both operational and programmatic success. Metrics are extremely useful — if not entirely necessary — for every department at your organization, but are only worthwhile if they are accurate, actionable, delivered to the right people, and quickly understood. Following are a few tips on how to prioritize and place your data in Salesforce.com, a common database platform for nonprofits, to effectively support your organization’s metrics.

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