Empowering nonprofit organizations
Salesforce for nonprofits
Organize your constituent, fundraising, and program data with the Salesforce Nonprofit Success Pack.
- Unified view of data across fundraising, engagement and programs
- Constituent relationship management (CRM) on a single platform
- Real-time reports and dashboards to help drive decisions
- Pre-built components to get you up and running on Salesforce
Let us help you get started with nonprofit CRM software
See why North American nonprofits rely on cloudStack Services to implement Salesforce for nonprofits.
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Power your mission with Salesforce Nonprofit Success Pack
Salesforce is the world’s #1 CRM tool packed with features that provide value to organizations. To help nonprofits power their impact, Salesforce offers the Nonprofit Success Pack (NPSP) — a free open-source package that’s available on top of the Salesforce platform.
NPSP delivers a 360-degree view of your constituents. You can use this unified view to engage in more personalized ways with supporters or connect and help clients. With this visibility into people, funds and outcomes, you can make better decisions that drive your mission forward.
You can completely configure the platform to your organization’s needs with hundreds of integrations to seamlessly move data from one system to another.
Salesforce donates 10 free user licenses to any eligible nonprofit through its Power of Us program. Nonprofits can also take advantage of huge discounts on additional subscriptions, products, services, training and Salesforce events. Basically, it’s a $20,000 per year program you can get at no cost.
Salesforce Nonprofit Success Pack (NPSP)
Constituent Relationship Management (CRM)
Connect with volunteers, donors, board members and other key stakeholders on one integrated CRM platform.
Household Model & Contacts
Keep track of a household’s donation and program engagements, along with any organization affiliations. View family members and relationships, donations, and programs or interactions the household is involved in.
Levels
NPSP uses levels to group donors or volunteers according to their level of commitment, like total gifts or volunteer hours.
fundraisingManager
fundraisingManager is a central donor management platform that allows you to start or improve the key aspects of fundraising that are critical to your success such as managing donors, campaigns, internal fundraising notes, CRA-compliant receipting, stakeholder reporting, and much more.
Salesforce NPSP Fundraising Features
Donations are the lifeblood of your nonprofit’s mission. With NPSP, you can secure all your donor data about your supporters in one place. Staff can access real-time information on paid donations and pledges from any device, allowing them to focus on those donations most likely to close.
Native to Salesforce NPSP
Instantly integrate donor and donation data into your Salesforce Nonprofit Success Pack CRM.
Remove Nonprofit Administrivia
Automating the stuff that slows you down means more time for the work you enjoy. More productivity, more profit.
Consolidate nonprofit data
Report and analyze donor data on your nonprofits schedule. Track and predict fundraising campaign performance and donor behaviour.
No Fees on Donations
No additional transactional fees on donations beyond Stripe processing, which your donors can cover.
Program Management Features
Program Tracking
Salesforce’s free Program Management Module comes with NPSP and lets you track any type of program or service. Need more advanced features? Try Case Management.
Volunteer Management
Volunteers for Salesforce is an app that works alongside NPSP. It helps you understand who your volunteers are and the hours they contributed. Manage volunteer jobs and shifts, both recurring and event-specific.
Attendance and Recurring Services
Your staff can track attendance and generate easy reports with the help of service schedules, allowing you to offer multiple services at once.
Group Program Participants
Create cohorts for your clients based on attributes like season, class or funder. See how these cohorts fit into your overall program.
Salesforce QuickStart
The QuickStart program is great for small to medium-sized nonprofits who want to switch from a legacy donor database and get the most out of their Salesforce experience quickly.
Key Benefits:
- Salesforce NPSP can be up and running in weeks.
- Built on a fundraising platform native to Salesforce.
- Fixed price with a clearly-defined scope and set of deliverables so you can stay on budget.
- Our highly experienced nonprofit consultants will ensure you get the most out of Salesforce.
Virtual Administrator
Managing your nonprofit’s new Salesforce platform requires expert knowledge and experience. We’ll work with you to manage common Salesforce administrative tasks, helping you and your organization become self-sufficient.
Lists, Rollups, Reports & Dashboards
Lists & Rollups
Easily generate and save queries of your data, whether it’s a list of donations or beneficiaries, so your team can take action quickly. With customizable rollups of any data, you can see summaries. From making a call to adding an entire list to a campaign, you can take action on data instantly.
Reports
NPSP comes with over 70 industry reports and dashboards to help you understand fundraising and program performance
Dashboard
Get a unified view of all fundraising, campaigns and programs with visual dashboards you can interact with through filters and key metrics. These dashboards give your leaders and staff the data they need to make key decisions that make a difference.
Customer Success
We have over 30 years of combined experience working with nonprofit professionals
“Working with the cloudStack Services team was incredibly flexible, and the team was able to meet our crazy timelines and last-minute requests efficiently. This has been a true partnership vs another piece of software you invest in."
Reilly Goldsmith
Gord Downie and Chanie Wenjack Fund
"The partnership with cloudStack Services has been extremely professional and has proven to be
a significant return on investment. Looking back to 2020, had we not moved our
systems to the cloud, I cannot see how we would have functioned seamlessly through
the pandemic."
Monica Winkler
Canadian Council on rehabilitation and work
"Working with cloudStack Services was a partnership from start to finish. The team is honest, diligent and thorough and therefore we created a more integrated CRM reducing manual processes and upgrading to automated solutions - reducing time lost and increasing productivity."
Molly Vaile
Lynn Sage Breast Cancer Foundation
