Successful fundraisers have always understood the power of personalization. Tailoring communications to resonate with individual donor interests and giving histories fosters stronger connections and inspires greater generosity. However, achieving this level of personalization at scale has traditionally been time-consuming.

Enter Salesforce, the world’s leading CRM, now revolutionizing the non-profit sector with its innovative approach to donor management. By combining the power of its CRM with integrated data and cutting-edge artificial intelligence, Salesforce empowers organizations of all sizes to cultivate deeper relationships with donors through hyper-personalized engagement.

Automated Personalization: Salesforce automates personalized communications across multiple channels. This ensures that donors receive timely, relevant messages that resonate with their interests – increasing engagement and driving repeat donations.

Scalability for All

Salesforce is the great equalizer. Whether you’re a small grassroots organization or a large national institution, Salesforce offers solutions tailored to your individual needs and budget. And since your objectives are likely to increase over time, Salesforce has designed its flexible platform to grow with you – ensuring that you always have the tools you need to achieve your fundraising goals. No matter where you are on your Salesforce journey – now is the time to harness the power of personalized giving.

Tips for Getting Started with Salesforce

• Identify pain points in your current fundraising and donor management activities: Examples include duplicate data, difficulty in generating fundraising reports, and spreadsheets used as system work-arounds. Then, explore how Salesforce addresses these challenges.
• Get your data ready: This might mean a data clean-up before it’s imported, but don’t let perfect be the enemy of good. You’ll want to get started with some speed. One tip is migrating over the most important subset of data – like the last 3-5 years of giving history. Later, you can migrate the less critical data.
• Start with the basics: Begin by implementing core Salesforce Nonprofit features, such as moves management, donation tracking, streamed gift entry and reporting.
• Integrate with existing systems: Connect Salesforce with your website, email, event management, volunteer management and other applications to streamline data flow.
• Embrace automation: Leverage Salesforce’s automation capabilities to save time and improve efficiency.
• Take advantage of Salesforce’s training opportunities: There are so many training tools and resources that you can — and should — take advantage of to become fluent in Salesforce.

Tips for Stepping Up Your Salesforce Game

• Supercharge Segmentation with Advanced Analytics: Go beyond basic demographics: You’re likely already segmenting by basic factors like donation amount or location. Dive deeper! Use Salesforce reports and dashboards to analyze giving patterns, engagement with email campaigns, website interactions, and event attendance.
• Create dynamic segments: Don’t use static lists. Use criteria-based segmentation to automatically update lists as donors act. This ensures your communications are always targeted.
• Unleash the power of Einstein AI: Predictive scoring can analyze your data to predict which donors are most likely to give again, upgrade their donation, or attend an event.
• Employ next-best actions: Get AI-powered recommendations on the most effective engagement strategy for each donor. This could be suggesting a personalized email, a phone call, or inviting them to a specific event.
• Elevate Your Email Marketing: Use Salesforce data to personalize email content based on past behavior. Go beyond “Dear [Name]” and tailor messaging to resonate with individual donors.
• Automate journeys: Create email sequences such as welcome series for new donors, re-engagement campaigns for lapsed donors, or thank-you messages with impact reports.
• Map the donor lifecycle: Visualize the stages donors go through from initial awareness to becoming loyal supporters. Identify potential bottlenecks or areas to improve your engagement strategy.
• Personalize online experiences: Integrate Salesforce with your website to personalize content, donation forms, and calls to action based on donor profiles.

iMission; Salesforce Consultants for Fundraisers: Your Partner to Success

With expertise in and a focus on the nonprofit sector, iMission fundraising consultants provide invaluable guidance and support throughout your Salesforce journey. We can help you:

• Develop a customized Salesforce strategy: Tailoring the platform to meet your specific fundraising goals and objectives.
• Implement and configure Salesforce: Ensuring seamless integration with your existing systems and workflows.
• Provide ongoing training and support: Empowering your team to effectively utilize Salesforce’s features.
• Stay up-to-date on the latest innovations: Keeping pace with Salesforce’s rapidly evolving technology and ensuring you’re maximizing its potential.

Partner with an iMission consultant today and your fundraising team will be able to unlock the full power of the Salesforce platform, and transform your fundraising efforts.