CRMs
Nonprofit software advice from Heller Consulting
CRMs
Nonprofit software advice from Heller Consulting
Nonprofit Cloud / Agentforce Nonprofit
The best-in-class unified CRM for fundraising
Salesforce Nonprofit Cloud aka Agentforce Nonprofit is a next-generation CRM solution built specifically for nonprofit organizations. It’s an all-in-one platform that unifies fundraising, program management, marketing, and impact measurement on the robust Salesforce ecosystem. With Nonprofit Cloud, nonprofits manage donor relationships, volunteer engagement, grants, and program outcomes in one place – eliminating the need to patch together separate add-ons. The result is a fully integrated, modern platform that scales with your organization’s growth and adapts to evolving needs.
It’s a fully native platform with core nonprofit capabilities in fundraising, integrated workflows, AI-driven insights, and a unified data model across fundraising, marketing, and programs.
Nonprofit Cloud / Agentforce Nonprofit
The best-in-class unified CRM for fundraising
Salesforce Nonprofit Cloud aka Agentforce Nonprofit is a next-generation CRM solution built specifically for nonprofit organizations. It’s an all-in-one platform that unifies fundraising, program management, marketing, and impact measurement on the robust Salesforce ecosystem. With Nonprofit Cloud, nonprofits manage donor relationships, volunteer engagement, grants, and program outcomes in one place – eliminating the need to patch together separate add-ons. The result is a fully integrated, modern platform that scales with your organization’s growth and adapts to evolving needs.
It’s a fully native platform with core nonprofit capabilities in fundraising as well as leveraging underlying platform technologies like the Salesforce Business Rules Engine and Data Processing Engine to give you automation and data support, right out of the box.
It has core built-in functionality that includes integrated workflows, AI-driven insights, and a unified data model across fundraising, marketing, and programs.
Key benefits of Salesforce Nonprofit Cloud
Unified Constituent View
Brings donor, volunteer, program, and stakeholder data into one CRM, breaking down silos and enabling a better view of supporters. No more juggling multiple databases or disjointed tools—everything lives in one secure, connected platform.
Purpose-Built Nonprofit Features
Fundraising & donation management (campaigns, gift entry, donor profiles), program and case management and outcomes tracking are built in. This out-of-the-box functionality means less time configuring add-ons and more time focusing on your mission.
Data-Driven Insights & AI
Salesforce developers are innovating in this product, which means you can harness things like real-time analytics and AI Agent capabilities to automate routine tasks and surface actionable insights. For example, Nonprofit Cloud includes Einstein AI features that can draft donor proposals or summarize data via chat, and Agentforce AI can help with volunteer and fundraising processes. These tools can significantly improve fundraising efficiency and donor engagement by identifying high-potential supporters and optimizing campaigns.
Scalability & Ecosystem
Built on the proven Salesforce platform, Nonprofit Cloud offers enterprise-grade scalability and security. As your organization grows, you can easily extend capabilities with other Salesforce products like Marketing Cloud or Data Cloud. You also get access to a rich ecosystem of third-party apps via the Salesforce AppExchange.
Common use cases for Nonprofit Cloud
Streamlining Fundraising
Track donors, members, and grants through all stages—from first contact to major gifts and recurring donations. Gift Entry tools in Nonprofit Cloud make it easy to process one-off and batch donations, while the Donor Profile and fundraising dashboards give development teams a holistic view of each supporter and key performance indicators. With all fundraising data on one standard data model, nonprofits can run more effective campaigns and focus on high-impact donor relationships.
Connecting Programs & Services
Manage program delivery and participant data alongside fundraising data. Nonprofit Cloud’s Program Management features let your staff track program enrollments, services delivered, and client outcomes, all within the same system that houses donor and volunteer information. This not only improves reporting to funders (with complete data on outputs and outcomes) but also breaks down barriers between fundraising and program teams, fostering collaboration around mission delivery.
Analytics & Impact Measurement
Bring together data from fundraising, programs, and marketing to gain holistic insights. For instance, you can use Outcome Management to link program activities with desired outcomes and then leverage Salesforce’s reporting tools to measure progress and impact over time. By having all constituent and program data in one system, nonprofit leaders can easily spot trends (like donor retention rates or program effectiveness) and share meaningful results with stakeholders, donors, and grantors.
Case Study: An ambitious CRM to match a world-class school
Loyola University Chicago
Faced with an aging CRM that didn’t meet its needs, Loyola University Chicago partnered with Heller Consulting to implement Salesforce and Kindsight Ascend. Heller led the team to define priorities, design a phased roadmap, and deliver a customized solution that included enhanced gift processing, more reliable reporting, improved donor research, and role-based dashboards.
Loyola now has an integrated CRM ecosystem that better supports constituent management, external data integration, and complex relationship tracking, supporting its fundraising goals.
Ready to get started?
If you work for a nonprofit, education, or healthcare organization and you need help with your technology project, get in touch!