Common Challenges for Non-profit Organizations … and How to Overcome Them with Salesforce!

Non-profit Organizations How to overcome challenges with Salesforce

Common Challenges for Non-profit Organizations … and How to Overcome Them with Salesforce!

By Andrew Maruzzella, Project Manager, Nubik

I have had the pleasure of collaborating with lots of non-profits over the last three years. It’s inspiring to work alongside organizations which generously provide invaluable services for people and communities. Because of your staff’s dedication and selflessness, it’s essential that you have tools and technology which are modern, easy to use, and effective. I want to share some common challenges I’ve seen in all my non-profit implementations and how we can overcome them with Salesforce.

CHALLENGE 1 – Data lives in multiple systems/sources which are not connected

Salesforce is the key to making this connection! It’s a dynamic and flexible platform that can be adapted for nearly any scenario, but most commonly we see non-profits wanting to: manage donor information, capture donations, track campaign and appeal performance, and identify / target prospective major donors.

Nearly all of Salesforce’s features, while originally designed with for-profit organizations in mind, are relevant for non-profits too:

  • Get a 360-degree view of the people and organizations who matter
  • Quickly look up information without digging through Excel, other systems, or relying on colleagues to look up (or remember!) the information
  • Integrate Salesforce with your website to capture inbound inquiries or donations

CHALLENGE 2 – Reporting and analytics are (nearly) impossible

Creating reports can be the bane of our existence if it involves repetitive manual work. Related to challenge 1, if the data is disconnected, it might take hours upon hours of staff’s time every week to compile the data to make it presentable for managers. Again, Salesforce is key here! With quick and accurate reporting, the organization can better identify the right people to solicit or engage, leading to higher donor retention and more effective fundraising. And all the meanwhile, staff is free to focus on more important things!

  • Using Salesforce’s report builder, anyone can create reports on any data in the system within minutes
  • Reports are reusable, easy to filter or modify, and can be added to dashboards with a variety of charts
  • If necessary, the data from reports can be exported to be used in other systems or contexts 

CHALLENGE 3 – Processes are manual and error prone

Implementing a system like Salesforce helps define and reinforce processes by ensuring data is captured quickly, consistently, and accurately. With more control over processes, we see positive results ranging from simplified staff training to improved donor engagement. Without a process or framework, there is little safety against errors or mistakes that we may make (since we’re only human)!

  • Using point-and-click configuration in Salesforce, business processes are supported by intuitive layouts, forms, guided paths, and validations
  • Redundant tasks like sending reminders, performing calculations, or generating documents can be automated
  • Better processes means better data, and simplified processes means less burden on staff

Now you know that Salesforce can help overcome three common challenges faced by nonprofit organizations, and I can tell you that we at Nubik know how to take your organization to where it should be. We would love to connect with you and learn about your initiatives and goals. Tackling these challenges ultimately helps your organization’s mission, which means the people and communities served are the real winners!

Have a Question? Drop us a line, we’re ready to help.
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Hi, this may be interesting you: Common Challenges for Non-profit Organizations … and How to Overcome Them with Salesforce!! This is the link: https://www.nubik.ca/blog/common-challenges-for-non-profit-organizations-and-how-to-overcome-them-with-salesforce/