Core Features

Features that CloudROI can configure to drive value from Salesforce


Fundraising and Donor Management

The Salesforce NPSP tool enables nonprofits to manage their fundraising campaigns and donor relationships. It allows nonprofits to track donations, pledges, and grants, and manage donor records, including contact information, giving history, and engagement history.


Constituent Relationship Management (CRM)

The Salesforce NPSP tool provides a comprehensive view of a nonprofit's constituents, including donors, volunteers, members, and other stakeholders. It allows nonprofits to manage interactions with their constituents, including email campaigns, social media engagement, and event management.


Marketing Automation

The Salesforce NPSP tool enables nonprofits to automate their marketing campaigns and track the effectiveness of their outreach efforts. It allows nonprofits to segment their audience, create targeted messaging, and measure engagement.


Analytics and Reporting

The Salesforce NPSP tool provides powerful reporting and analytics capabilities, enabling nonprofits to measure their impact, track fundraising goals, and analyze the effectiveness of their programs. It allows nonprofits to create custom dashboards and reports and integrates with other analytics tools.


Program Management

The Salesforce NPSP tool enables nonprofits to manage their programs, including volunteer management, case management, and grant management. It allows nonprofits to track program outcomes and measure their impact.


Integration and Customization

The Salesforce NPSP tool is highly customizable and integrates with a wide range of third-party tools, including payment processors, marketing automation platforms, and analytics tools. It also allows nonprofits to build custom applications on top of the Salesforce Platform.

Salesforce NPSP tool

White Papers


10 Key Benefits of Implementing a CRM

In this article, we will explore the top 10 benefits of implementing a CRM system


Top CRMs Compared and Scored

In this article, we will explore the top 4 CRM systems, Salesforce, HubSpot, Pipedrive and Zoho, and score them based on the key benefits they deliver


Worksheet: Building a Business Case for CRM

This worksheet is a guide designed to help leaders evaluate the current state of their business and make a strong case for investing in a CRM system

Working Process

How we can implement and optimize Salesforce NPSP tools

1. Discover

At CloudROI, we start with the discovery process, which involves identifying and analyzing your nonprofit workflows to determine areas where automation can improve efficiency and effectiveness.

2. Plan

In the planning phase, CloudROI’s consultants and solution architects select appropriate nonprofit automation tools and set implementation timelines and objectives.

3. Execute

In this phase, CloudROI deploys software and processes to streamline and automate donor management, volunteer management, and outreach.

4. Deliver

The final delivery process involves ensuring timely and accurate delivery of services to the end user, while also tracking and updating relevant information in the system.

Salesforce NPSP tool

Case Studies

Coordinating Genealogists with Salesforce NPSP

A comprehensive solution to manage donor relationships, fundraising campaigns, and...

Delivering Food for Those in Need with Salesforce NPSP

The solution enabled Food4Community to address its operational challenges effectively...

Unraveling Family Genetics with Salesforce NPSP

CloudROI's implementation of Salesforce Nonprofit Cloud helped the non-profit organization...

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