Salesforce Nonprofit Cloud Features

Reports on various important data and metrics.

The ability to track each interaction with donors and maintain a record of their giving history.

Tools to automate a variety of processes such as email marketing and emailing receipts.

Profiles for each donor including contact information, interaction history, and giving history.

Allows users to customize their home page to display the information relevant to their role and tasks.

Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes.

Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends.

Provides standard templates for letters and emails and/or allows users to create their own.

Creates custom fields to track information about donors or gifts that is specific to an organization.

Integrates with nonprofit CRM tools to maintain accurate volunteer information and facilitate volunteer-to-donor pipelines.

Tracks ongoing volunteer program data, such as total volunteers, hours served, and volunteer churn; manages volunteer data in customizable dashboards; generates standard and custom reports for volunteer program analytics.

The ability to plan and execute fundraising campaigns based around specific goals.

The ability to accept donations online via a website, social media, or mobile device.

Tools to plan fundraising events, including ticketing, registration, and attendance tracking.

The ability to set up recurring donations of a specific amount at a chosen interval.

The ability to create social media fundraising pages that are shareable and leverage social networks.

The ability to use mobile devices to collect in-person donations at an event or kiosk.

Tools to create, customize, and send out mass marketing emails to specific donor groups.

Tools to create paper flyers and other mailings to be sent via direct mail.

Provides analytics tools that reveal important business metrics and track progress.

Connects to external systems and applications as needed to complete team workflows.

Is consistently available (uptime) and allows users to complete tasks reliably.

Contains client intake capability.

Tracks and measures client outcomes.

Creates online forms to capture relevant data.

Is accessible from a mobile device and by users on the go.

Contains in-application messaging abilities.

Has a centralized dashboard for users to interact with.

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Tracks action steps and notes for each prospective donor in the donor pipeline.

Records gift pledges and updates remaining amount based on installments.

Allows electronic files to be uploaded and stored within donor profiles.

Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors.

Stores event registration and ticketing information collected through online forms or manual data entry.

Downloads gift information from integrated fundraising tools into donor profiles.

Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation.

Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.

Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.

Enables gift acknowledgment and letter and electronic communications with constituents.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Analyzes effectiveness of an organization's various marketing activities

Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.

Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)

Allows users to schedule automated reports to be pulled at a specified day and time.

Provides fund accounting support to track payments receivable and pending.

Supports online donation and event registration processing and imports fundraising data into records.

Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.

Syncs with accounting software to track grant expenditures against budget and support financial audits.

Syncs with donor management tools, or offers basic functionality on its own, to manage relationships and contact info for donors.

Includes tools for grantmakers to build RFPs and assign questions for grantseekers to answer.

Flags errors before submission or allows grantmakers to provide internal feedback on submissions.

Provides a secure portal for grantees to manage past and current proposals, progress reports, and communications.

Stores all required attachments for grant proposals, such as 501c3 determination letters, resumes, or board lists.

Supports task and deadline tracking for grant-related actions; allows role-based access to be established.

Manages payment schedules for awarded grants.

Tracks grant budgets to ensure expenditures are not exceeding established limits.

Generates email alerts for grantees as funds are awarded and disbursed.

Tracks ongoing progress against proposed program metrics; aggregates grantee progress based on funding area.

Analyzes programmatic trends overtime to identify new funding priorities, weak program areas, or ROI on funding.

Supports requesting and submitting for additional information or materials outside of contracted reporting requirements.

Allows users to customize the data they can view at-a-glance.

Searches for open RFP opportunities based on grantseekers' identified focus areas and location.

Stores and auto-populates common answers for standard application questions.

Identifies if grantseekers are in compliance with all mandated requirements prior to being considered for grants.

Supports specific report types to assist with fund audits; assists with planning site visits for grantees.

Creates and edits active volunteer opportunities to receive volunteer sign-ups.

Tracks contact, demographic, and affinity information for volunteers, as well as total service hours.

Assists with assigning volunteer shifts and manages a master schedule.

Allows volunteers to create and manage personal profiles to maintain current information and volunteer interests.

Stores all necessary documentation required for volunteers, such as resumes, background checks, and liaibility waivers.

Incentivizes engagement with reward badges or leadership boards based on number of volunteer hours served.

Allows email or text messages to be sent directly to specified volunteers, for the purpose of shift reminders or upcoming opportunities.

Supports embedded or linked donation pages to encourage volunteer donations.

Offers a mobile app version for volunteers to receive relevant information and manage their volunteer history.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases