Title: Your Ultimate Guide to Salesforce Nonprofit Success Pack (NPSP)
1Your Ultimate Guide to Salesforce Nonprofit
Success Pack (NPSP)
In Salesforces own words, Salesforce Nonprofit
Success Pack or NPSP is the nonprofit technology
built on the worlds number one CRM i.e.
Salesforce. It was built by Salesforces
nonprofit community of 47,000 nonprofits which
makes this solution perfect for any nonprofit
organization that is looking to streamline their
operations including donor management, donation
management, as well as volunteer management.
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2Lets first try and understand the offering of
Salesforces NPSP. Salesforce provides this
success pack for nonprofits for free. But,
theres a catch. It is only free up to 10 users
which seems reasonable and doable but to get it
properly configured and get started with it,
youll have to seek out a consultation or a
development firm which makes it not so free a
solution. What comes in this Salesforce
Nonprofit Success Pack? Well, for starters, it
has the general Salesforce tech and nonprofit
success pack making it just the right solution
for a nonprofit to get started. It is built with
the relationship-first ideology to help you with
constituent relationship management. What is
Salesforce NPSP? Salesforce Nonprofit Success
Pack or NPSP is essentially a free solution to
get a nonprofit organization started with the
help of Salesforce NPSP. Salesforce uses a
standard data model to organize data and their
NPSP uses a similar data model for its functions
as well as expansion. This model is created in
such a way that it is easier for any layperson
to understand how data is
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3- organized in context to a spreadsheet or
database. To know more about Salesforces data
model, check out their piece on NPSP basics from
here. After reading their piece, youll have a
clear understanding of some of Salesforce
terminology like objects, fields, records, etc.
which will make it easier to understand NPSP. - NPSP Features Explained in Details
- NPSPs focus being on nonprofit organizations, it
is packed with features that are specially made
for it. Lets go through them - Donor management
- Donation management
- Engagement management
- Volunteer management
- Campaign management
- Analytics
- Donor management
- The most important part of a nonprofit
organization is their donors. In order to keep
track of them, you need a good donor management
system. This enables you to know details like
their age group, their varying or consistent
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4interests in your campaigns, the cause they want
to support, etc. Donor management also gives
donors a simple way to make donations, claim
charity related items, like from auction
campaigns, etc. With donor information and
analysis, you can easily build and curate
campaigns, send out event invites, etc. that will
have better turnout and help you raise more
funds. Donation management With donors, come
donations. Managing these can be a herculean
task. Donation management tools can help you
bifurcate monetary donations to causes, art to
auction campaigns, etc. It can also be used to
get a view of recurring donations such that
happens via brand tie-ups. Engagement
management Running a nonprofit organization is
nothing more than building long-lasting
relationships with your donors, volunteers,
program participants, constituents, and more.
And how would you do that? By monitoring,
tracking, and managing their engagement with
your nonprofit. Salesforces nonprofit pack
equips you with just the right tools for
engagement management like
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5You can set up campaigns to track and manage
engagement of your constituents Craft, track,
and manage the onboarding process of your
volunteers Understand how your donors are
engaging with your nonprofit Or you can even
track any program participants you might have
and their engagement with you Insights into how
your stakeholders or audience is interacting
with your organization is the key to any
business growth. Volunteer management When it
comes to a large nonprofit organization,
volunteers make or break their success.
Volunteer management features provide a smooth
onboarding process for them, lets them select
their schedule, and pick up tasks based on their
skillset. This enables smooth operation. While
this is crucial during campaigns and events, it
is even more important to keep things running
smoothly when not much is happening. Campaign
management You can build and manage entire
campaigns from the NPSP portal. Run email
campaigns, carry out a detailed social
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6- media campaign, and even run ones that are
outside Salesforce. New member sign-ups can
happen automatically in response to these
campaigns, requiring a single effort to start
the onboarding process. - Analytics
- Data is great. But it means nothing without
analytics. Thats why NPSP gives you built-in
reports for various things. You can keep a track
of donations based on defined criteria, see the
consistency of campaigns, and more. A dashboard
lets you glance at all these reports on a daily
basis, which can prove effective during an
active campaign in order to strategize in run
time. - What NPSP offers is much greater than this blog.
So, it will be followed by two more detailed
blogs about - How to use Salesforce NPSP features
- How to maximize the outcome with Salesforce NPSP
- to provide you with further information on
Salesforce Nonprofit Success Pack.
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7Source https//www.crmjetty.com/blog/salesforce-n
onprofit-success-pa ck-npsp/
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