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Category | Feature | Description |
---|---|---|
Constituent Management | 360° Constituent View | Comprehensive profiles including donation history, interactions, and relationships |
Household Management | Manage family and organizational relationships | |
Interaction Tracking | Log calls, emails, meetings, and other touchpoints | |
Segmentation | Create dynamic lists based on various criteria | |
Volunteer Management | Track volunteer skills, hours, and opportunities | |
Beneficiary Tracking | Manage program participants and their service history | |
Fundraising and Donation Management | Online Donation Forms | Create customizable, mobile-responsive donation pages |
Recurring Giving | Set up and manage sustainer programs | |
Major Gifts Management | Track and nurture high-value donor relationships | |
Matching Gifts | Identify and process corporate matching gifts | |
Pledge Management | Track multi-year commitments and installments | |
Soft Credits | Recognize indirect contributions and influencers | |
Acknowledgment Generation | Automate thank-you letters and receipts | |
Fundraising Campaign Management | Plan, execute, and track multi-channel campaigns | |
Grant Management | Grant Application Tracking | Manage the entire grant application process |
Grant Budget Management | Track allocated funds and expenses | |
Disbursement Scheduling | Manage payment schedules for awarded grants | |
Compliance Tracking | Ensure adherence to grant requirements | |
Reporting Templates | Generate funder-specific reports | |
Renewal Management | Track and manage grant renewal processes | |
Program Management | Program Planning | Define program goals, activities, and budgets |
Participant Enrollment | Manage program participants and their progress | |
Service Delivery Tracking | Log services provided and track outcomes | |
Outcome Measurement | Define and track program-specific outcomes | |
Case Management | Manage individual beneficiary cases and service plans | |
Impact Reporting | Generate reports on program effectiveness and impact | |
Event Management | Event Planning | Create and manage event details and logistics |
Registration Management | Process registrations and payments | |
Attendee Check-in | Mobile check-in and attendance tracking | |
Session Scheduling | Manage multiple sessions or tracks within events | |
Sponsor Management | Track event sponsors and their contributions | |
Post-Event Analysis | Generate reports on attendance, revenue, and feedback | |
Marketing and Outreach | Email Marketing | Create and send targeted email campaigns |
Social Media Integration | Manage and track social media engagement | |
Marketing Automation | Set up personalized constituent journeys | |
Advocacy Campaign Management | Organize and track advocacy efforts | |
Website Integration | Embed forms and content on your website | |
SMS Messaging | Send text messages for urgent communications | |
Financial Management | Budget Tracking | Monitor program and organizational budgets |
Expense Management | Track and categorize expenses | |
Revenue Forecasting | Predict future income based on historical data | |
Financial Reporting | Generate standard and custom financial reports | |
Accounting Integration | Connect with popular accounting software | |
Analytics and Reporting | Custom Dashboards | Create visual representations of key metrics |
Standard Reports | Access pre-built reports for common nonprofit needs | |
Custom Report Builder | Create tailored reports to meet specific needs | |
Data Visualization | Present data in charts, graphs, and maps | |
Benchmark Comparisons | Compare performance against industry standards | |
AI and Predictive Analytics | Donor Churn Prediction | Identify at-risk donors before they lapse |
Donation Amount Prediction | Forecast potential donation amounts for appeals | |
Program Outcome Prediction | Estimate the likelihood of program success | |
Next Best Action | Suggest optimal next steps in constituent engagement | |
Anomaly Detection | Identify unusual patterns in data for fraud prevention | |
Compliance and Security | Data Encryption | Protect sensitive information at rest and in transit |
Role-Based Access Control | Manage user permissions and access levels | |
Audit Trail | Track all changes made within the system | |
GDPR Compliance Tools | Manage consent and data subject rights | |
Backup and Recovery | Automated data backup and disaster recovery | |
Integration and Customization | API Access | Integrate with other systems and applications |
AppExchange | Access hundreds of pre-built nonprofit apps | |
Custom Objects | Create unique data models for specific needs | |
Process Builder | Automate complex business processes | |
Lightning App Builder | Create custom pages and applications | |
Mobile Access | Mobile App | Access key features on-the-go via smartphone |
Offline Capabilities | Work offline and sync when connected | |
Mobile Dashboards | View key metrics on mobile devices | |
Collaboration Tools | Chatter | Internal social network for team communication |
Task Management | Assign and track tasks across the organization | |
Document Sharing | Securely store and share files within the platform | |
Knowledge Base | Create and manage a library of internal resources |
Salesforce Nonprofit Cloud: Empowering Your Mission with Intelligent Technology
Introduction
Salesforce Nonprofit Cloud is a comprehensive, AI-powered suite of solutions designed specifically for nonprofit organizations. Built on the world's #1 CRM platform, Nonprofit Cloud empowers you to manage your entire nonprofit operations in one place, from fundraising and program management to marketing and analytics.
Key Components
Detailed Feature List
1. Constituent Management
2. Fundraising and Donation Management
3. Grant Management
4. Program Management
5. Event Management
6. Marketing and Outreach
7. Financial Management
8. Analytics and Impact Measurement
9. Volunteer Management
10. Compliance and Security
Core AI Capabilities
Benefits of Nonprofit Cloud
Why Choose Nonprofit Cloud?