Salesforce for Nonprofits: The Success Pack

Now manage your relationships with donors, volunteers, program participants, companies, and more with the Salesforce nonprofit success pack. Realize the power of communities and nonprofit technology with our Salesforce consultation. Just to give you a quick start, we have a basic version ready for this product. Get in touch with us to know how it can work with your business flow.

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Empower your team with Salesforce for Nonprofits

Salesforce for nonprofits lets you create a community by leveraging the technology. You can have all the necessary features an NGO requires to bring change, and bring it effectively and fast. It can be the perfect solution for the nonprofit community built by the same community to help you give back to society. Create a completely flexible and scalable system allowing you to make changes according to your workflow.

Non-profit Specific Features

Donation Management

Track all the types of donations you get from one-time gifts, recurring gifts, matching gifts, in-kind gifts, memorial gifts, grants, and more. It can also help you see a potential donation lead and close it.

Gift Entry

Allows you to enter gifts in the CRM in an efficient way, whether it is large, complex, or small gifts.

Engagement Plans

You need to strategize an engagement plan with your donors. These have to depend on the level of donor, so you design your touch points accordingly.

Take Salesforce Nonprofit One Step Further with Salesforce Portal

Salesforce portal development becomes an easy to navigate interface that adds to the benefits of the Salesforce Nonprofit package. It streamlines interaction with volunteers, companies, and donors so that they take the right actions when required. It enables an organization to communicate effectively as well as have streamlined processes for operations.

The portal creates the necessary bridge between people outside the organization and inside of it, which creates the necessary transparency that nonprofits should have.

Unlimited users
Secure access to CRM data
Personalized dashboards
Volunteer calendar
Custom Menu
Virtual waiver forms

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Take Salesforce Nonprofit One Step Further with Salesforce Portal

See Our Nonprofit Portal in Action

Explore in depth the features and functionalities of the portal by taking a personalized demo. Share your business requirements with us, and our team will get in touch with you to provide a detailed demo.

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Case study

Streamlined Operations with an Insurance Portal for a Leading Insurance Company

A major insurance company dedicated to providing top-tier insurance services faced performance management challenges, identified a critical need to improve agent efficiency and customer...

Enhancing Customer Engagement with Portal Solutions for a Renowned Health Insurance Company

A leading health insurance company known for providing comprehensive health insurance services faced challenges managing customer information, policy updates, and claims processing...

Streamlined Vendor Management with a Comprehensive Portal for a Leading Medical Equipment Manufacturer

Our client, who specializes in manufacturing medical equipment such as diagnostic machines, patient monitoring systems, and surgical instruments, identified the need for an advanced...

Your Salesforce Nonprofit Consultants

With the right experience and knowledge of building nonprofit portals for Salesforce clients, we understand the requirements thoroughly and use cases that help us create insightful solutions for you. Our solution is also the preferred solution on the Salesforce AppExchange. We are the Salesforce Nonprofit consultants that are ready to be your partners.

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