Salesforce Nonprofit Success Pack

The Nonprofit Success Pack (or NPSP) is a set of packaged Salesforce configurations which enables nonprofits to use Salesforce “out of the box” as a fundraising system, CRM, and more.

Salesforce Nonprofit Success Pack

Salesforce.org, a nonprofit social enterprise, is responsible for all of Salesforce’s philanthropic activity, leveraging Salesforce’s technology, people, and resources to improve communities. NPSP – specifically built for nonprofits by Salesforce.org — is strongly supported by a global community and user licenses are provided at no charge* to qualified organizations.

How can nonprofits use NPSP?

Fundraising. Cultivate and enable donor relationships, manage your donation cycle, track online donations, move prospects up a ladder, and more. Fíonta has migrated nonprofits from over a dozen legacy fundraising systems including (but not limited to) Blackbaud products (Raiser’s Edge, eTapestry, netCommunity and Luminate CRM and Luminate Online), GiftWorks, DonorPro, DonorPerfect, and others.

Volunteer management. Salesforce is perfect for tracking volunteer contact information, skills, availability, assignments, and other volunteer-related designations or tasks.

Membership management. There is basic support for membership-oriented organizations, to track joins, renewals, and similar activities.

Grants management. The Nonprofit Success Pack includes basic functionality to track grants for which your nonprofit has applied (whether from corporate or private foundations, governments or other sources), including when due, when a decision is expected, intermediary conversations with program officers, and even anticipated revenue.

Constituent Relationship Management. A core benefit of using Salesforce is tracking your interactions with constituents in a centralized, controlled, secure way. This protects your nonprofits from losing important contact data because it isn’t recorded properly (or at all), and helps keep everyone on the same page, ensuring the lefthand knows what the righthand is doing. A centralized and complete web-based and mobile-friendly contact database helps save staff time by enabling self-service of information.

Case management. Whether your cases are inquiries or questions from clients, support requests from constituents, or actual cases for human or other service delivery, Salesforce tracks service requests and what was performed so every interaction with every constituent is tracked. Each person and organization has one unique record, with affiliations of arbitrary type connecting records together. Cases can be escalated based on rules, and end users can check the status and update their cases with a web-based portal.

* The Power of Us program provides 10 free licenses to nonprofit organizations and discounts on additional subscriptions, products and/or services from Salesforce.org. See all eligibility guidelines at Salesforce.org