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Nonprofits across the world have continued to navigate changing times, bringing both challenges and opportunities in fundraising, marketing and program delivery.  The shift to digital continues to be more imperative than ever. When we can’t physically be together, technology is key to communicating effectively, and driving efficiency and speed so current resources can deliver more impact. 

Today, we’re thrilled to highlight the Nonprofit Cloud Winter ‘21 release. In this release, we’re strengthening our solutions in fundraising, marketing & engagement and program management, helping our customers thrive in the new normal. 

 

Create Donor-Centric Experiences with our Fundraising Solution Innovations 

Now that organisations are primarily fundraising through virtual events and other digital avenues, teams need to be more efficient and capture data across various digital channels.  

Our new products, features and enhancements allow fundraisers to: 

  • Onboard new admins faster and more intuitively on Nonprofit Success Pack (NPSP) with the Getting Started Experience. This new experience helps customers evaluate the NPSP feature set and how it meets their needs.
  • Flexibly map financial information with Accounting Subledger Accounting Sets. Use either the default NPSP data model or the “No Payment” data model which creates flexibility with the creation of Ledger.

 

"With Accounting Subledger from Salesforce, we satisfy our specific needs to sync summary cash and income accounting to our main accounting system whilst being able to individually account for everything at a transaction level in Salesforce.  It also enables us to stay true to our principle of minimal customisation promoting straight forward support and upgrades" Jon Townsend, CIO at National Trust. 

 

  • Harness Insights Platform Data Integrity, our new data cleansing tool that helps nonprofits cleanse their supporter data making it accurate, complete and reliable. All addresses are standardised and contacts are deduplicated. This helps save money while increasing accuracy in marketing efforts across all channels. Available in the US, UK and Netherlands. 
  • Unlock the power of fundraising data with Tableau Dashboards for Nonprofit Fundraising. These dashboards help track revenue, donor acquisition and retention, and campaign performance. In just a few clicks, you’ll be able to connect to NPSP to create beautiful, data-rich dashboards.

 

“As we had digitized our mission, we were able to make decisions and productively shift in 2020, with the time, space, and focus to learn new technologies. We had already used Tableau to understand program impact, and were able to quickly deploy Tableau Dashboards for Nonprofit Fundraising to now be able unlock our donor data, forecast more effectively, and visualize revenue performance." - Eric Dayton, buildOn

 

Tableau Dashboard Starters for Nonprofit Fundraising unlock the power of fundraising data

 

Find and Engage Lifelong Supporters With Our Marketing & Engagement Solution Innovations 

Nonprofits are increasingly transitioning to digital engagement strategies to better engage supporters. With so many organisations engaging digitally, breaking through the ‘noise’ becomes even more difficult. To help nonprofits ensure that their message is heard, Salesforce has a series of new innovations designed to help nonprofits find and engage lifelong supporters.

 

Our new products, features and enhancements allow marketers to: 

 

  • Unify constituent data to personalise every interaction with Customer 360 Audiences. C360 Audiences is a marketer and fundraiser-friendly customer data platform that helps nonprofit marketers unify their constituent data to personalise every interaction.
  • Harness a brand new email building interface for Pardot users. Send emails faster and more efficiently with the new drag and drop email interface for Pardot. 
  • Plan, execute and track media campaigns in Datorama with the Datorama Media Planning Center. The Media Planning Center makes it easy to create, manage, and analyze media plans; and use Einstein AI to model a media mix and test scenarios.
  • Use a new series of intelligent enhancements for Einstein for Marketing Cloud. Einstein Engagement Frequency recommends the optimal number of emails to send to maximize open rates and reduce unsubscribes and email fatigue. With Einstein Send Time Optimization Support for Single Send Journeys, Einstein can now predict the optimal time to send for single-send journeys, while Einstein Engagement Scoring for Mobile Push enables the tracking of engagement scores from SMS interactions.

 

C360 Audiences helps organisations unify constituent data to personalise every action

 

Continue Delivering Vital Programs With Our Program Management Solution Innovations

As program teams pivot to meet the growing demand for services, organisations can continue delivering vital programs by moving off of paper and spreadsheets into a robust digital solution. 

New features in our program management solution allow program leaders to: 

  • Save time and manual data entry when setting up recurring services for groups or individual participants with Program Management Module (PMM) Recurring Services Tracking. This feature allows program staff to set up multiple offerings of the same service, for example a Monday & Wednesday Group and a Tuesday & Thursday Group. 
  • Simplify the intake and referral process, so clients get faster access to services with Nonprofit Cloud Case Management Intake & Referrals. Reduce the time and steps needed to enroll a client into a program, start delivering services, or refer them to another organisation. Nonprofit Cloud Case Management is also now available for customers that require a HIPAA Compliant solution.

 

“Case Management provides us with one point of entry for all our client information while also being flexible to the needs of each individual.  With dynamic page layouts, we can rearrange sections to our needs. Case management speeds up the initial triage process whilst on the platform. The 360 view for programme management means more time for getting insights to see what is going on and providing the people we serve with the best service.” Yvonne Navas, Salesforce Admin, The Fire Fighters Charity

 

Nonprofit Cloud Case Management helps organizations provide personalized client services

 

As the nonprofit community continues to navigate a rapidly changing landscape, we’re here to support. Learn more by checking out our Winter ‘21 Release Overview for a deeper dive.