Why Successful NGOs Use CRM?

What they have in common is CRM. They acknowledged their organisational problems and inefficient communication with stakeholders. For such reasons they employed Salesforce.org for the day-to-day management of fundraising, donors, grants, volunteers and events, across all departments and between all employees on-the-go!

With CRM you can save time, enhance your workflow and focus on the most important – your cause.

Consider your donors and volunteers’ databases. NGOs not employing CRM rely on several databases with contacts (usually Excel sheets) that are hard to synchronize and often do not tell the full story. For example, they find it hard to distinguish who is a donor and who is a volunteer in a family, to find the right person to contact or simply to send a “thank you” e-mail to their volunteers. Even if they do have that right and complete information, it can be stored across different files, owned by several colleagues.

Recently Salesforce.org reported that 82% of the NGOs, which use the system, already recommended Salesforce to other nonprofits. Here is why:

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Those small and big nonprofit organisations booked significant improvements in different areas of activity:

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At the end of the day, such improvements can increase the impact of your cause too.

Break the silos

We found from our experience that nonprofits spend a lot of time on administration and managing data and less time on real impact, because they do not use a CRM system. Such processes create silos inside the organisation and limit the productivity of all employees. Making your nonprofit less productive and time-inefficient rises your organisation’s hidden costs. Spending a limited budget on fruitless tasks will not help your cause either.

Salesforce.org is the best Constituent Relationship Management (CRM) system that combines all the tools you need to increase the impact of your cause. It is very similar to the systems that businesses use and there is a good reason for that – just as you can get more value from a loyal customer, you can get more value from a loyal donor, if treated in the right way.

Increase fundraising

Considering fundraising, you can effortlessly build, access and receive reports on the progress of your nonprofit. You can see who are the most valuable donors, who need to be contacted again and why.

With Salesforce.org you can focus on the personal touch and get that donor onboard, because you are prepared with the right information when you call or write them. When you want to address all the volunteers that signed-up on your website,  you can do that with a few clicks and provide them with personalised e-mails. No more typing for each e-mail!

Improve operational efficiency

You will connect faster with your colleagues and partners, because Salesforce.org is a cloud based platform, meaning that it can be accessed across many devices on-the-go. You do not need to write a contact’s info in your notebook during a meeting or a call, then enter that information on a computer and share it through an e-mail to all of your colleagues. You will always keep high quality!

Ultimately, a system such as Salesforce.org will help you collaborate on your next important project and achieve your goals.

A success story

OnboardCRM’s team implemented Salesforce.org at Our Children Foundation for optimizing the management and operation of the Corporate Social Responsibility (CSR) department.

The Foundation’s management shared

“Salesforce is an outstanding tool that will help us stay in touch and develop our relationship with our most valuable resources – our supporters, volunteers, partners, and donors. With the support of OnboardCRM and the efficient use of Salesforce, we will enable more socially engaged people and companies to become part of the real change in the lives of hundreds of children and families in need in Bulgaria.”

What is the Cost?

Together with Salesforce.org we can give up to 10 free subscriptions per organisation, while securing significant discounts for additional subscriptions and products. To find out if you are eligible, just contact us.