If your nonprofit organization is using Salesforce Nonprofit Success Pack (NPSP), do you know you have tools that can take your major giving program to new levels? Does that sound too good to be true? Well, it really isn’t.
Let’s start by thinking about your donor pool. As a former fundraiser (for 15 years before joining the Heller team), I suspect you have a big donor pool in the mid-level range (say, $500 – $5,000). It can be challenging to sort through that pool to find good major donor prospects — like trying to find a needle in a haystack.
But, with Salesforce NPSP, you’re sitting on tools that can help you:
At Heller Consulting, we’ve put several of these out-of-the-box tools in NPSP to work for our clients — most recently for both a food bank and a service animal organization. Let’s take a look at some examples of the tools and how we’ve used them:
Using the data from Customizable Rollups, we then used Levels to assign donors to groups and associate them with specific donor levels. This is assignment is set up to work automatically and then populate on the back end of NPSP on a nightly basis. So, as our clients enter gifts and gather information in NPSP, the donor levels are populated for them, making it easier for them to view and track various donor levels.
For example, using the reporting and dashboards functionality in NPSP, they can now see, dynamically, how well they are tracking toward goals for each donor level in their donor pyramid. This helps them prioritize their major donor giving activities and shift gears as needed.
TIP: The Heller Consulting team can teach your Salesforce administrator how to set up and manage Rollups and Levels, or we can set them up for you — depending on your needs. Read more about our Salesforce services.
TIP: The Heller team can also help you set up Pardot marketing automation for use with Levels and Engagement Plans to automate email communications in your donor engagement journey, saving your staff members time that can be spent on higher value fundraising activities.
TIP: Tools and processes go hand-in-hand. Any time you implement new tools and processes, managing the change is key to success. For tips and insights on change management, read The Nonprofit’s Guide to Change Management
One of the great things about Salesforce is that it was originally designed for sales in the for-profit world. As you can see from our work with these clients, using Salesforce NPSP you can apply the same tools designed for the sales process to the donor cultivation process — ultimately becoming more efficient and effective at managing donor cultivation, tracking gifts, and forecasting revenues.
If you’re using Salesforce, why not use the tools you already have to improve your major gift prospecting and management? The Heller team is ready to help. Contact us to get started.
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