Salesforce Donor Management: All You Need to Know

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Salesforce Donor Management All You Need to
Know
Nonpro?ts hold great value for small regions and
communities as well as the country as a whole.
They support the local government bodies in
addressing different local issues. At times,
they are among the ?rst to come to the rescue in
emergencies.
As a nonpro?t organization grows in size,
challenges may start to surface. One of the
signi?cant challenges that can plague a
large-sized nonpro?t organization is donor
management.
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Nevertheless, there is a way to tackle this
challenge - donor management software. To help
nonpro?ts manage donors ef?ciently, Salesforce
provides its own Salesforce Donor Management
software. Before moving ahead, its essential to
understand the concept of donor management in
detail. If you also run a nonpro?t organization
with many donors, this post is for you. In this
post, youll learn about donor management and its
importance. Youll also learn what all
Salesforce Donor Management comprises and how a
donor management software helps a nonpro?t
organization manage donors better. What is
Donor Management? Donor Management, as the name
indicates, is the process of managing your
nonpro?ts donors. It is essentially a process
of tracking your donors details, interactions
with them, and utilizing the information
suitably. The better you utilize your donors
information, the higher are the chances of good
relations with them. In the long run, proper
donor management not only helps retain donors but
also adds more.
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• To manage donors better, youll need to gather
  some raw data, including
• Donors contact details
• Gifts and contributions
• Interactions with your donors
• Donors preferences
• Events donors attended
• Your notes about individual donors, etc.
• How Salesforce Donor Management Works
• Salesforce Donor Management basically comprises
  managing your donors and establishing strong
  relations with them.
• There are various processes involved in
  Salesforce donor management that together ensure
  a streamlined donor management as below.
• Online Fundraising
• Online fundraising is a crucial part of
  Salesforce donor management and requires a
  robust digital fundraising platform for
  nonpro?ts. It is because an online platform
  makes it easy for donors to donate on the go. You
  can

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include donation pages and payment services to
make your donor management easy and
seamless. Centralized Donation Management It
includes connecting multiple donation channels on
a single fundraising platform in Salesforce
Donor Management. The centralized management
eliminates the need to track income and
donations from different channels individually.
You can easily capture your income, allocate it
to your programs, and track them through your
accounting systems. Moreover, it enables you to
connect with more donors, boost repeat
donations, and manage large volume gift entries.
That too at a very nominal price and in less
time! Combination of Direct Mail with
Digital Salesforce donor management also includes
making your direct mail fundraising strategy
stronger. You should integrate deduplication of
records, address standardization, and
auto-updates of addresses. You should also
enhance donor acquisition and conversion with
personalized communications with effective
Salesforce donor management.
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Acceleration of Big Donations Salesforce Donor
Management also involves crafting a cohesive and
robust gift strategy. For that, you should
enable your team to tackle the potential donors
at every stage, from cultivating them to
enduring stewardship. Provide the support for
integration to tools like calendar, email, and
mobile apps. All these integrations help the team
attract more donations in less time. Boost in
Data Transparency Sometimes, there may be a
mismatch in the data of your ?nance team and
fundraising team. This is because both the teams
track and report gifts and pledges in somewhat
different ways. Thus, there are chances that
there are issues in the reconciliation of data
at times. With a robust Salesforce Donor
Management strategy and software, you should
prepare donation data for your ?nance team and
help reconcile revenue. Meet all the ?nancial
reporting requirements and enable a transparent
collaboration between your fundraising and ?nance
teams. Enhanced Visibility and Agility Use
insightful reports, centralized dashboards,
analytics, and AI to analyze revenue
productively. Finding out the
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opportunities and areas of improvement is also a
part of Salesforce Donor Management. Direct your
fundraising teams to plan an action after
gathering all valuable insights and analyzing
them. They can share stories with compelling
data to prove that your cause is worthy of the
investment. Bene?ts of Salesforce Donor
Management Software Before enumerating the
bene?ts of this software, consider a
hypothetical scenario ?rst. You are a nonpro?t
organizations executive director. The
organization is making good progress. And three
new employees joined your organization last
month. Certainly, it is exciting for you to see
the team growing. While everything is seemingly
good on the outside, things are getting hectic
inside. With more employees joining, new
projects starting, and donations pouring in
incessantly, tracking everything is getting
harder. The level beyond which you cant manage
your nonpro?ts operations manually has already
been reached. In the end, you ?nd yourself
sitting in a corner at your desk - helpless,
frustrated, and clueless.
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• Maybe, its that point in time when you
  integrated a digital fundraising solution. This
  is where a donor management system comes to your
  rescue. Be it names, emails, tasks, deadlines,
  gifts, or anything else, such software, tracks it
  all.
• Before you pick a donor management software,
  ensure that it has the following components.
• It should be able to track detailed contact info
  and interactions with your team members.
• It should enable monitoring of individual
  campaign metrics. You should be able to track
  donor-speci?c info like donation sources, gift
  sizes, donation amounts, etc.
• It should let you segment information and align
  it with your organizations overall strategy and
  individual campaign strategies.
• We can discuss your perfect donor management
  software!
• Get in Touch
• Now, lets walk you through a few use cases to
  explain how Salesforce Donor Management software
  can help your nonpro?t organization

1. Helps Manage Potential Donors
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Event management is a very important aspect for
nonpro?t professionals. Lets say you host a
large event with a huge number of attendees.
Seeing such a large gathering excites you and
makes you hopeful. You take down their names and
contact numbers to follow-up on them for donation
requests. Everything ends well, and you return
to the of?ce the next day only to ?nd out your
hopes are shattered. The sheet of names and
contacts is lost! Wont it be painful? Now,
reconsider the same scenario in a slightly
different manner. You host an event, take down
the attendees names and contact info. This
time, you dont rely on only a single sheet of
paper. Rather, you upload that attendance sheet
to your donor management software. Once you
upload it there, you can sit back relaxed
because you wont lose it now. The next day you
come to the of?ce, you can start leveraging the
attendees info and raise Salesforce nonpro?t
donations Noticed the difference? With Salesforce
Donor Management software, you can stay assured
that you will not lose or misplace anything
anytime. 2. Enables Fundraising
Intelligence Fundraising Intelligence means the
processes and systems that provide nonpro?ts
with insights into current donors.
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• Fundraising Intelligence helps know more about
  the af?nity, capacity, interest level of current
  and prospective donors. You can store it into a
  prospects or donors score.
• Salesforce Donor Management software empowers you
  to
• Prioritize prospects based on ratings and scores
  for af?nity, capacity, and interest to donate.
• Cross-reference a contact with their worth and
  past philanthropic records.
• Segment thousands of records in one go based on
  scores with the feature of batch scoring.
• Streamline your communication with prospects and
  donors with a complete understanding of their
  pro?les.
• See, you are already there. You can now see how
  Salesforce Donor Management software makes
  fundraising smarter.
• 3. Helps Prepare a Better Fundraising Strategy
• With all your past, current, and prospective
  donors data in one location, you can get an
  easy and comprehensive view. The centralized
  collection of data helps you segment both your
  potential and current donors to leverage them
  strategically.
• For example, a donor Emily attended your small
  fundraising music concert last night. She also
  bought three tickets for

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her friends. Suppose each ticket costs 100. This
means that she spent 400 for just one show. It
indicates that she is ?nancially strong and
capable. And generous, of course. The next time
you organize a music concert like this, Emily
should be among the few who you invite ?rst! Want
a donor portal to match up to Salesforce Donor
Management software for your nonpro?t? Lets
Talk Build a Next-Gen Donor Management Portal
with CRMJetty Salesforce Donor Management
software is a paid component of Salesforce
NonPro?t Success Pack (NSPS). If you go to the
pricing page of Salesforce NSPS, you can see the
pricings. Even if you go for the Salesforce Cloud
Enterprise Edition NSPS, it will cost you 36
per user per month. This means youll need to
pay 4320 per year if you want 10 users to
access your portal. Thats a pretty hefty
amount. Our Salesforce portal costs you only
3999 every year. This payment will give you the
ability to give CRM access to unlimited users.
Our portal also supports the con?guration
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of any number of standard and custom objects in
your store backend. Thus, you can save more and
grow fast. If you have a legacy portal and want
customizations, our developer team can do that
for you. We can also help you build a portal
from scratch if your requirements are unique. So,
lets join hands to make the best donor
management software for your nonpro?t! Hire Us
Source https/ www.crmjetty.com/salesforce-nonpro
?ts-portal-d evelopment.htm
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