Insights
Our team shares insights, best practices, and stories to help you get the most out of Salesforce and AI.
Moving to Salesforce gives a charity an opportunity to improve how it manages supporters, fundraising, volunteering and services. But the success of the project depends heavily on what happens before
A charity’s Salesforce data should help its teams understand supporters, manage fundraising, coordinate services and make informed decisions. When that information is unreliable, even straightforward tasks become difficult. A supporter
Artificial intelligence is creating new opportunities for charities to reduce administration, support employees and improve how they respond to supporters. A fundraising team might spend hours answering routine enquiries. A
Gift Aid is an important source of additional income for UK charities, but managing it accurately can involve more administration than many organisations expect. A donation may arrive through a
A supporter makes their first donation to a charity. They receive a confirmation from the payment provider, but the fundraising team does not see the donation until someone updates a
Good volunteer management is not simply about finding enough people to fill a rota. It covers the complete relationship between a charity and the people giving their time to support
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
