Insights
Our team shares insights, best practices, and stories to help you get the most out of Salesforce and AI.
Animal charities rarely have just one type of relationship to manage. There are donors and regular supporters. Volunteers give their time. Foster carers may provide temporary homes. People enquire about
A charity website can generate enquiries, event registrations and donations every day, but the real operational value comes when that information reaches the right supporter record and the right team
Yes, eligible charities can receive donated Salesforce licences through the Power of Us Programme. But a free software licence and a free Salesforce implementation are two very different things. As
Charities are expected to explain more than what they did. Trustees, funders, partners and supporters increasingly need to understand what changed as a result. That distinction matters. Recording that a
A charity may know far more about its supporters than it appears to. The problem is often where that information lives. A donation may sit in a fundraising system. A
Salesforce can help charities manage the volunteer journey in one connected system, from initial enquiries and applications through onboarding, skills and availability, role matching, shifts, attendance, hours, communications and ongoing
Salesforce and Blackbaud Raiser’s Edge NXT can both help charities manage supporter relationships and fundraising, but they approach the wider CRM requirement differently. Raiser’s Edge NXT is built specifically around
If your charity already uses Salesforce, you may be familiar with Nonprofit Success Pack, usually shortened to NPSP. If you are researching Salesforce today, you are increasingly likely to encounter
It is 8:40 on a Tuesday morning. A lottery file containing 12,000 rows arrives, but somebody has changed the columns again. By 10:15, an agency has resent yesterday’s file with
Salesforce can give an events or exhibitions business a connected view of the relationships and revenue surrounding an event. Sales teams can manage sponsors and exhibitors, marketing teams can work
Salesforce can be used for predictive revenue forecasting by combining historical and current CRM data with CRM Analytics and predictive models to estimate future revenue outcomes, identify the factors influencing
A UK nonprofit should look for a Salesforce partner that understands both Salesforce and the way charities actually operate. That means understanding donor and supporter relationships, fundraising, grants, volunteers, service
