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Top 10 Salesforce Tools and Integrations Your Nonprofit Should Be Using

By November 18, 2021December 17th, 2021No Comments

Salesforce provides a very effective donor management platform that enables nonprofits to manage their donations, communicate with current and potential donors, analyze donation data, and make decisions about future projects pertaining to their organization. Salesforce understands that nonprofits have some unique needs and requirements that commercial companies may not have, which is why they created the Nonprofit Success Pack (NPSP) to meet those needs. Let’s take a closer look at NPSP to better understand the services it offers to nonprofits.   

1. The Nonprofit Success Pack   

The Nonprofit Success Pack (formerly known as Nonprofit Starter Pack) is a set of managed packages developed and maintained by Salesforce and made available for free via the Salesforce AppExchange. The following packages are included in the NPSP:  

  • Recurring Donations                  
  • Relationships                             
  • Affiliations                                  
  • Contacts & Organizations         
  • Households        

It is worth mentioning that these packages cannot be installed individually as the NPSP Installer Package will install them all. These tools will help your nonprofit organization manage your contacts and households, donation payments, organization accounts and affiliations, and grant lifecycles. While the NPSP is a very powerful tool in and of itself, there are many other plugins that can help you further expand your Salesforce capabilities.   

2. DataGroomr 

DataGroomr is the only Salesforce deduplication tool on the AppExchange that’s powered by machine learning. This is great because you don’t have to download anything and there are no complex rules to set up. Just connect it to your Salesforce and start deduping. This is very important because duplicate records can cause a lot of confusion among your teams which leads to a lot of wasted time and resources. 

In addition to deduplication, you can also use DataGroomr to validate your donor contact information. Your will be able to verify emails, phone numbers and street addresses. The Brushr tool provides a feature that will try to discover a valid email based on the record context if a certain email was found to be invalid. Very convenient!  

3. Hootsuite 

Nonprofits usually face many challenges while managing their social media profiles. Very often, they have to deal with limited human resources and budgets. Still, all of the social media platforms are important tools for promoting awareness, building communities, inspiring action, and many other things. Hootsuite is a great tool that can help you manage all of your nonprofit social media campaigns. You can schedule and publish posts across networks, engage the audience, and measure results all from a single dashboard.  

By connecting Hootsuite to your Salesforce platform, you will be able to better manage your Hootsuite social media data to view details and activity history for Leads, Opportunities, Accounts, Contacts, and other Salesforce objects. It is also important to integrate your social media channels with Salesforce since more and more people research, interact and donate to organizations on social media. 

4. MailChimp  

Given the rise of social media and various messaging apps, many professionals consider email communication to be a thing of the past. However, many studies have shown that email is still an effective communication channel for nonprofits to build awareness, acquire leads, convert supporters, and retain current donors. For example, according to Funraise, 71% of nonprofits send email updates to their supporters. Of those sending email updates to supporters, it found that 35% send monthly, 30% quarterly, and 13% weekly. 

MailChimp is one of the most popular email marketing tools available on the market today. You can easily customize and brand your emails, send them out to all of the recipients on your lists and track the successes of your campaigns. You have a couple of options when it comes to connecting MailChimp to your Salesforce. MailChimp offers a discount for nonprofits, as well as built-in integration with Salesforce or you can download their app from the AppExchange.  

5. GetFeedback 

If your nonprofit is looking to develop meaningful relationships with your donors, you need to know how they view your organization. This is something that’s easy to do with GetFeedback and, best of all, you don’t even have to leave Salesforce to do so. You can ask your donors questions that are most important to you and sync real-time response data with Salesforce. All of the survey results will be organized into the appropriate Salesforce records so you can measure important metrics like the net promoter score (NPS) and donor satisfaction. This way, you will get a more accurate picture of donor health and spot trends, address issues, and discover new opportunities for growth. 

6. Mogli SMS  

Mogli SMS allows you to send and receive text messages to/from all of your Salesforce Contacts/Leads. You can also schedule and send two-way, bulk messages with any individual whose phone number is stored in your database with SMS Templates and Campaigns. The system stores all the messages neatly within the Contact and Lead records for easy reporting. Mogli guides the conversation based on participant responses. Text message replies can be used to qualify leads, auto-create or update records, or start a 1 on 1 conversation. 

7. DocuSign 

In today’s fast-paced world, you are probably handling transactions and establishing partnerships more frequently than ever before. DocuSign is one of the most trusted and reliable electronic signature tools in the world. You can quickly approve a purchase, close a sale, sign an agreement because it’s fast, easy, and secure. Even if multiple people need to sign a document you can create workflows for necessary signing orders, and delegate signing responsibility per document. DocuSign for Salesforce is easy to use, implement and manage, driving immediate user adoption. 

8. Causeview 

Causeview can help you with many aspects of fundraising such as managing the entire gift journey and maintaining donor receipts. Causeview seamlessly integrates with your existing Salesforce database, helping you issue either paper or electronic donor receipts. This tool is also built on the Salesforce NPSP platform which makes it very easy to integrate with various Salesforce AppExchange apps for email marketing, lead deduplication, volunteer management, etc. 

9. 360MatchPro 

360Match Pro is one of the leading matching gifts automation solutions for nonprofits and educational institutions to identify more matching gift revenue opportunities and drive more matches to completion. When you activate the integration between 360MatchPro and Salesforce you enable data to flow from Salesforce into 360MatchPro. Once gifts are flowing from Salesforce to 360MatchPro, 360MatchPro can go to work identifying corporate matching gift opportunities and driving those matching gift opportunities to completion to bring in more fundraising revenue for your organization. 

10. Salsa Labs 

Salsa Engage for Salesforce combines the power of Salsa’s nonprofit fundraising and engagement tools with all of the capabilities inside Salesforce. Inside Salsa, you will find everything you need for your digital marketing campaigns, multi-channel advocacy, and online fundraising capabilities. Bidirectional sync features allow all relevant marketing and fundraising data to flow from all of the fundraising platforms offered by Salsa Labs into Salesforce without the need for middleware or third-party platforms. Even though Salsa is not a native Salesforce app, it is a multifunctional Salesforce plugin. you can continue to use standard Salesforce features and integrations while enjoying the fundraising benefits of Salsa’s tools. 

Having Clean Data is a Prerequisite for Using Any Salesforce Apps and Integrations 

When your Salesforce instance is riddled with bad data, it reduces the integrity of knowledge, decisions, and even your organization’s survival. With this in mind, it is important to cleanse the data in your Salesforce environment to maintain the quality of information your organization holds. After all, how do you know if your representatives are contacting the right people? Are they contacting donors using the most up-to-date information?  

In addition to invalid data, your Salesforce, most likely, contains duplicate records. Emailing or calling the same person with multiple records shows the donor that you don’t have it together. It is also an additional drain on your already limited resources since your representatives will have to waste time contacting the same person, manually verifying information, and merging duplicate records. This is why so many nonprofit organizations trust DataGroomr with all of their data cleansing needs.  

Try DataGroomr for yourself today with our free 14-day trial.  

Steven Pogrebivsky

Steve Pogrebivsky has founded multiple successful startups and is an expert in data and content management systems with over 25 years of experience. Previously, he co-founded and was the CEO of MetaVis Technologies, which built tools for Microsoft Office 365, Salesforce and other cloud-based information systems. MetaVis was acquired by Metalogix in 2015. Before MetaVis, Steve founded several other technology companies, including Stelex Corporation which provided compliance and technical solutions to FDA-regulated organizations.