Conf42 Observability 2025 - Online

- premiere 5PM GMT

Unlocking Operational Efficiency & Collaboration in Nonprofits with Salesforce Nonprofit Cloud

Video size:

Abstract

Unlock your nonprofit’s potential with Salesforce Nonprofit Cloud! Streamline operations, boost collaboration, and enhance fundraising. Automate tasks, centralize data, and gain real-time insights to improve efficiency. Achieve mission success faster with seamless teamwork and data.

Summary

Transcript

This transcript was autogenerated. To make changes, submit a PR.
Hi, this is Sheika Ana. Welcome to conference 42. Today I'm here to present about unlocking operational efficiency and collaboration in nonprofit with Salesforce nonprofit cloud. There are some of the key non-profit challenges today. One is like time constraints, data silos, and communication gap time constraints. Nonprofit often find themselves to stretch with the limited budget and the staff and the constant pressure to do more with the less. Can be overwhelmed, like time, valuable time, and the resources get consumed in administrative tasks like manual data entry and some other manual, manual work and leaving like less times for the mission critical works. And the program delivery this time crunches or takes away from the organization ability to focus on the core purpose and maximize its impact. And when it comes to data silos, main, many nonprofit relies on patchworks to spread the system and the tools to manage their operations from the donor management to program tracking to the outreach. This approach leads to the disjoint of data, like making it difficult to get comprehensive view of an organization, activities and communication gap. The disconnect between various teams and information sources with nonprofit can create like a significant COL collaborative collaboration. Challenges and program staff may lack of a real time visibility and outcomes and the performance. While leadership may struggle to. Coordinate the efforts and the track, the progress of across the organization. This lack of transparency and alignment can be like co cross, cross-functional collaboration prevents, like sharing the best practices and make it harder to demonstrate the organization collective impact to the stakeholders. And this. This affects to the challenges can be determined to the non-profit ability to fulfill its mission. Donuts and inefficient use of resources and critical funding can be undermined the organization in the long term sustainability and impact. So today I want to introduce a non-profit cloud which was provided by the Salesforce. So Salesforce non-profit cloud. Assess these pain points by providing like undefined cloud-based platform that breaks down the data silos, automates the manual processes, and crossed. Sorry. Cross team collaboration and real time visibility. This empowerment of a nonprofit free up the time, resources and improve the donors valuable time and demonstrate a measurable outcomes, ultimately helping them overcome their unit challenges and unlock their full potential. Like purpose of a platform built platform like Salesforce, nonprofit, cloud is comprehensive and a cloud-based platform designed specifically to the unique needs of a nonprofit sector sectors. It goes beyond generic CRM solutions offered and a set of features and the functionalities that address in the common pain point faced by non-profit organization like this. Purpose of built approach ensures non-profit Cloud provides the right tools and capabilities to help non-profits non-profits streamline their operations and enhance. The donor consistency. Engagement, and demonstrate the measurable impacts. And the platform is deeply aligned with the nonprofit missions, empowering them to work more efficiently and effectively. And this is like cloud-based solution, like Salesforce. Nonprofit is a cloud-based platform, which means it's hosted and maintained by Salesforce and. This offers several key advantages of a non-profit like accessibility. Accessibility, meaning like the platform can access from anywhere or any device, and enabling a remote and mobile collaboration. Another one is scalability. The cloud-based infrastructure can easily accommodate. A growth and changing the needs with the burden and the hardware of it. Maintenance and reliability, like Salesforce's industry leading cloud infrastructure ensures the high availability and secure and disaster recovery, giving a nonprofit peace of mind and automatic updates. The platform is continuously updated with the latest features and the security enhancements, keeping nonprofit up to date with the need for the manual. Manual upgrades and customizable system like Salesforce, not nonprofit. Cloud is highly customizable platform, allowing like a non-profit. To its specific requirements. And this flexibility ensures that the system aligns with organization of a unique workflow, data needs and reporting requirements. And nonprofit can configure the platform to match their branding, streamline and their operational pro processes. And. Integrate with other critical systems. They use this level of customization, empowers them the maximum value of the platform, and ensure a seamless fit with their existing infrastructure way of working. And by providing the purpose of built. Our cloud-based customizable solution, Salesforce nonprofit Cloud helps overcome the challenges and timely constraints of data silos and communication gaps, and ultimately enabling them focus on their mission-driven impacts. And the next slide, which I'm talking about streamlining our operations Salesforce nonprofit cloud can help streamlining operations by. Automate the task. Automate task means automates many manual time consuming tasks that often burden a nonprofit organization like from donor management or fundraising to the volunteer. Coordination and program management and the platform can streamline these processes and eliminate the needs and the data entry. For example, the platform can continuously, can automatically generate the donor donation receipts and schedule reoccurring donor payments and send a personalized acknowledgement. This free of the valuable staff time to ensure like consistent, efficient, handle way handling the critical administrative responsibilities. And the other one is tracking the progress. Like nonprofit Cloud provides centralized hub to tracking the organization progress and perform across all the programs innovatively. And this platform offers the real time dashboards and reporting tools that can give the stakeholders from the. Program manager to execute leadership and comprehensive reporting and the key and comprehensive key view of a key metrics and outcomes like this. Visibility allows the nonprofit to monitor. The impact of their program and identify the areas to improve and make the data driven decisions to enhance their effectiveness. Like tracking the progress also enables like nonprofit to better communicate to their impact donor and grant makers and other stakeholders. Other one is the find information with all of the organization data. And the information stored in a single place like Unified Platform Salesforce nonprofit Cloud can make it easy for the staff, like to quickly find the information they need, whether the donor contact details or program outcomes or the volunteer engagement history and the platform is a powerful like search of a data management capabilities. Ensure like critical data to. Do a read only accessible. And this streamline access of information empowers like nonprofit team to collaborate more effectively and make informed decisions and provide a better service to their consistents. Another one is like gendered reports, like nonprofit cloud. Was robust reporting and analytics capability allows the organization to generate comprehensive reports that showcase their impact and performance. And the platform offers a wide range of prebuilt reports, templates as well, and that ability to create a custom reports to the organization for the specific needs. And these reports can be used to demonstrate organization progress. To the donors or grant makers and other stakeholders, like helping secure the critical fundings and support additional, additionally, and the reporting tools enable nonprofit to identify the trends and track the key performance indicators and make their data-driven adjustments to their program. And the strategies, like by automating tasks and tracking pro progress facilitates the information access. And generates the impactful reports like Salesforce. Nonprofit, cloud helps streamlining the operations and the focus, what matters most delivering on their mission to driving a meaningful changes. And the next slide is enhance donor relation. What does that mean? Like enhances donor relation? Salesforce nonprofit can engage the donor relation in many ways. Like few of them are like personalized donor engagement, which means like Salesforce non nonprofit cloud enable the nonprofit build stronger and more personalized relationships with the donors and the platform Donor management capability allows the organization to capture and centralize the detailed donor information, including giving the history, communication, preference, and the area of interest. This is a deep understanding of Donor allows the nonprofit to their outreach and engagement strategies and ensure that each donor feel valued. And connect it to the organization. Mission nonprofit can send the personalized communication recommended. I like, like recommended target at donors donation opportunities. And this provides a more personalized experience. And other one is like Steamlined donation management, like nonprofit cloud simplifies and streamlines the donation management progress, making it easier. For the donors to support the organization. The platform offers a range of donations and CHA channels, including online and giving mobile, giving and reoccurring donations and providing donors to option to contribute. And additionally, this platform automatically generates or donate receipts, track gifts gift matchings, sorry. And matching manages the donor acknowledgements and ensure a streamlined, efficient donation experience. This streamlined process not only enhance the donor experience, but also helps them nonprofit, maintain accurate donor records, better management and their fundraising efforts. Another one is like donor cultivates and ation. By leveraging the insight and the data capture of the nonprofit organization can more effectively cultivate and retain their donor base. And the platform segmentation and the communication tool enables nonprofit to create a targeted campaigns and engagement strategies based on the donor characteristics and given patterns and the area of interest. This personalized approach helps a nonprofit deep dive or the relation with the donors and loyalty and increase the likelihood to repeat the increased donations. The platform also provides the visibility to the donor and allowing nonprofit to proactively address any donor concerns or or any given reports. Like other one is like donor reporting and analytics. Nonprofit nonprofit cloud robust reporting analytics capabilities empowers the organization to gain the deeper insight into the donor base. And nonprofit can generate a comprehensive donor reports track the key metrics such as donor life and value and accuse the cost and identifying the trend and the opportunities of the donor engagement. These insights help the nonprofit to make data-driven decisions and optimize their fundraising strategies and demonstrate the impact of the donor outreach efforts to both current and potential supporters By enhancing this engagement, streamlining donation management, and cultivating the donor relation, provide the actionable donor insight. Salesforce nonprofit cloud helps the nonprofit build stronger, more sustainable Turner community that supports the mission and drive the great impact. And the next slide is about boost. The team collaborate. Like the Boost team collaborate is like centralized data information. Like a nonprofit provides the centralized platform to store accessing all of an organization data and the information. This includes donor records, program details, volunteering information, and more. By having a single unified system, team member can easily find the data they need to reduce the time spent on searching across multiple systems. And the spreadsheets, like other one is improve the visibility and transparency, like platform dashboards and reporting tools offers the team like greater visibility into the organization, activities, progress and performance. This transparency allows for the better alignment as everyone can see, the same data information, and understand the organization priorities and the goals. And other point is like enhanced communication and coordination. Like nonprofit cloud collaborates features such as task assignments and activity feeds and real time updates and enabling the teams to communicate more effectively and coordinate their efforts. Team members can stay informed and share updates and collaborate on the projects and more aligned workforce. And other point is like streamline workflow process by automating many administrative like by automating many administrative processes. By automating, standardized the workflows and non-profit cloud helps the team to work more ev effectively. And this frees up the time and the resource that can redirect it towards the mission and critical activities, and further enhance the team, collaborative, and productivity, and integrate ecosystem. An integrated ecosystem like non-profit cloud seamlessly integrates and by providing the centralized data hub and improving the visibility and the transparency, enhance the communication and coordinating the streaming workflow and integrate the other essential tools like Salesforce. Nonprofit Cloud helps the team collaboratively and more effectively. And ultimately driving the greater impact and achieving their goals of like the organization goals in a timely manner. And and the data. And the next slide is about the data driven making organization that utilize a nonprofit consistently and experience the significant improvement across the essential performance metrics. And this empowers the strategization making, maximize the mission impact and through the actionable insight that donor re retention within an organization is 45% with without Salesforce, and 75 per 72% with Salesforce, which is like 60% improvement. And the program efficiency is 52% without Salesforce, and 83% with Salesforce transforming. Operations and the reporting speed is 38% without Salesforce, and 91% with Salesforce, which significantly reduce the preparation time preparation time. And the other one is staff satisfaction is 61% without Salesforce, and 85% with Salesforce enhance the team moral morals and work in a better way. And the next slide is about implementation. The journey of a Salesforce nonprofit cloud includes includes so I split this into different parts, like one is the discovery and planning, meaning understanding the nonprofit unique needs, goals, and the pain points to the deeply discovered sessions with the key stakeholders. And access the organization, current technologies and the landscape, and identify the areas of improvement to integrate with the nonprofit cloud, and develop the comprehensive implementation plan and align with the nonprofit strategy. Objective timelines and define the project scope, and identify the key milestones and clear the roles and establish the clear roles and responsibilities for the implementation team. And other one is like configuration and setup, like customize, customize the nonprofit cloud to match the organization's specific workflow and data requirements and reporting needs. And other one is like migrating the existing data from the legacy system into nonprofit cloud and ensure the data accuracy and integrity and integrate the nonprofit cloud with. Other relational tools systems used by organizations such as online donation platform or voluntary management softwares. Another one is implement the robust, secure measure, like user access control and data governance policies to protect sensitive information. Another point is like training and adoption. Like developing a comprehensive training program to educate the nonprofit staff on the Salesforce cloud platform. It features and the best practices for utilization and provide ongoing support and the guidance to ensure smooth and transition and increase the user adoption and the ident. Identify the Empower super user. With the organization who can serve as a champ and mentor of their colleagues and gather the feedback and continuously refine the training materials, use support resource based on the other needs and the feedback and ongoing support. Like establishing the dedicated support team or a partnership with the Salesforce implementation to provide ongoing technical assistance and troubleshooting and issue resolution and like continuously monitoring the platform identify areas to improve or implement the enhancement updates as needed, and provide the regular check-ins and the status reviews to ensure the nonprofit platform continues to align with the organization. And evolving goals and the requirements, and offering the ongoing trainings and the development opportunities to help nonprofit staff stay up to date with the platform. Latest features and capabilities. Like by carefully navigating through these key stages, the implementation journey of a nonprofit can ensure. A successful Salesforce non non-profit cloud development and maximum platform benefits and drive the sustainable impact to their organization and the communities they sell. And the next slide I want to talk about the success story, like success story like nonprofit environments and nonprofit dedicated to the environment convention and sustainability. Challenge challenge, streamlined volunteer management and enhance donor engagement and improve the campaign tracking across the multiple chapters. And other point is like sales for solution implement, implementing the Salesforce nonprofit cloud to unify the unified data, automate workflow, and gain real time visibility. And the key. Key performance metrics. And the next point is about results. Transform the field operation with a nonprofit cloud boosting the volunteer coordination efficiency by 45% and increasing the donor resistance by 28% through the personalized engagement strategies and leverage nonprofit cloud reporting analytics to improve the campaigning performance of tracking by 65%. Enabling the organization to the better measure and impact of the environment and consolidate the data from the multiple chapters into a single platform allows the better across collaboration and 40% increasing the number of joint conversation project undertaken and youth education funding. Like nonprofit youth education fund and an organization that provides education, resource and scholarship to the under underserved communities and challenge is enhanced students and the donor management and streamlined program I. And reporting and improve the collaborate across the multiple regions. And that's more about the success story. And the next slide I'm talking about return on investment written on investment, but op operational efficiency and significant re reduction of the administrative workload allow the staff to concern on the mission critical activities. Data integrity, not able to improve inequality of a consistency information like facilitating more meaningful re relations relationships, and fundraising impact consider considerably increasing the donation revenue through the enhanced donor engagements and organization that implement nonprofit cloud generally achieve a positive return of investments with the first year. And the benefit continues, accumulate as a team, make full use of platform capabilities. And the next slide is ready to transform your nonprofit. Salesforce committee sorry. Commit, committed to empower the nonprofits like yours to achieve your missions and maximize your impact. We offer a. Variety of engagement options to help to get the stated with the Salesforce nonprofit like schedule, schedule a demo, like experience experience. Nonprofit cloud is an action with an organization actual data, and our dedicated nonprofit specialization specialist will guide you through that. Specialized demo showcasing how the platform can address a specific challenges and requirements. This is an opportunity to see the power of a sales force firsthand and ensure the transformative impact it have in your operations. And the other point is like assessment workshop. Discover how Salesforce can be to address the unique challenges in his collaborative workshops. Our experts will work closely with your team to conduct and comprehensive as assessments of your existing process, data management and technology needs. Together we'll identify the areas where like Salesforce can drive most meaningful improvement and laying the groundwork for the successful implementation. Like other point is like implementation planning, develop a strategy roadmap that ensures a long-term success. For your mission and our team will work with you closely to create the implementation plan. And outlining the necessary steps and timeline resources required seamlessly integrate Salesforce nonprofit into our organization. This collaborative approach ensures that Salesforce Investment Alliance with the strategy, goals and sustainable impact and connect with the dedicated nonprofit specialist today emerges the transforming. Journey towards the maximum impact and through the streamlined approach and enhance collaboration that's more about nonprofit. There are a lot of to talk about nonprofit, but in limited time, this is what I can tell to the team or everyone. Thank you.
...

Sekhar Midathana

Salesforce Consultant @ Northern Trust Corporation

Sekhar Midathana's LinkedIn account



Join the community!

Learn for free, join the best tech learning community for a price of a pumpkin latte.

Annual
Monthly
Newsletter
$ 0 /mo

Event notifications, weekly newsletter

Delayed access to all content

Immediate access to Keynotes & Panels

Community
$ 8.34 /mo

Immediate access to all content

Courses, quizes & certificates

Community chats

Join the community (7 day free trial)