How to Use Salesforce for Your Non-Profit

When it comes to running non-profits, everyone knows that you always need to do more than your role. Between finding potential donors to engaging volunteers, you will never have enough time to finish what you have to do.

Thankfully, Salesforce is here to help. SFDC is a CRM tool designed to grow and nurture your non-profit community. From inviting prospective donors to sharing accomplishments with your volunteers, Salesforce helps non-profits make the best out of their resources. Here are a few ways how:


More Time Finding New Supporters

Volunteers and donors are the lifeblood of every non-profit. However, millions of non-profits always need an extra hand. Finding the right people to help your cause can be difficult in a sea of options. However, it is not impossible.

Salesforce helps non-profits keep track of interested supporters by tracking meetings, calls, and emails. In fact, Salesforce even lets you sync information about prospective supporters and recommend the best time to follow up with them.


Stay Engaged with Your Community

One way to make sure that your advocacy stays on top of people’s minds is to keep your community engaged consistently. Whether it is testimonials of the people you have helped or photos from a recent fundraising event, you can make sure that your followers know about every milestone with your non-profit.

Additionally, small things like greeting people on their birthdays and saying thank you for their support can mean all the difference. For the big moments, small moments, and everything in between, Salesforce is there to share it with your supporters.


Multi-Platform Usage

Whether you are on the road at a volunteer event or a dinner with potential donors, Salesforce keeps you on top of every customer touchpoint. For any questions about the data, how engaged people are, and your growth, Salesforce allows the data accessible right in the palm of your hands.

Build credibility by always having your number on hand. When working with non-profit organizations, trust is everything. Supporters need to know that contributing to your work will bear fruit. Having access to things on the go can mean the difference between keeping a relationship going or fading into obscurity.


Voice to SalesForce CRM with Hey DAN

With so many things on your plate, it is no wonder that non-profit professionals are looking for all the help that they can get.

Salesforce is an undeniably useful tool. However, it can get confusing and hard to manage. To make the most out of it, you need to utilize the various tools available and bring your CRM system to the next level.

Thankfully, with Hey DAN, you do not have to do these things alone. Hey DAN combines machine learning and human specialists to build your CRM system up to the highest standard. Not only will you be assured that your CRM system has the correct data entry, but that it is also always up-to-date.

With Hey DAN, you can rest easy knowing that you will never drop the ball and keep your donors, volunteers, and teammates on the same page.