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.
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
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.
Case Studies
Assiting Veterans 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...