Salesforce for nonprofits

Streamline program management, scale fundraising, connect with stakeholders, and drive impact from anywhere with Salesforce for nonprofits. Empower change-making work through a game-changing CRM.

Achieve your mission

Greater impact at lower cost

Salesforce offers a host of end-to-end functional products that help power your NPO’s pursuit of change. Its purpose-built platform for nonprofits and specialized tools can unify your entire management ecosystem. No wonder 83% of nonprofits see returns on their Salesforce investment within the first year.

A single platform does it all

In the nonprofit world, wearing multiple hats is the norm: Program managers double as creative directors and marketing specialists moonlight as event planners. Salesforce unifies all of your mission-critical tasks within a single platform for development, fundraising, program management, and all of your outreach efforts. Let Salesforce automate your workflows so you can stay focused on your work. 

Key points

Marketing insights for better fundraising

Efficient program management for nimble operations

Out-of-the-box fixes for common nonprofit problems

Easy access to donor and volunteer information

Sliced and diced analytics for actionable insights

Designed with nonprofits in mind

Salesforce engineered Nonprofit Cloud for the unique needs and challenges of today’s nonprofits, like with its Nonprofit Success Pack (NPSP). This toolkit is built to empower your NPO by tracking constituents, personalizing marketing, and automating routine tasks so that you can spend more time enacting positive change.

Dismantle silos

  • Manage constituents, volunteers, and partners from a single platform
  • Aggregate donor information for smarter campaigns
  • Empower streamlined workflows

Drive adoption

  • Lead donors on an engaging journey
  • Lower donor churn with timely outreach
  • Build campaigns that convert prospects

Gain insights

  • Work smarter with Einstein-empowered metrics
  • Build actionable analytics reports
  • Track every dimension of your donors’ behavior

Customize strategically

  • Integrate with third-party databases and software
  • Adapt fields, tags, and labels to your processes
  • Build reports that fit your needs

Solutions where you need them

Salesforce gets NPOs. From automating routine processes to enabling deeper connections with constituents, Salesforce has a solution for every challenge you face.

Fundraising

Create, manage, and scale programs in a convenient, customizable format. Set up automated scheduling for recurring events while tracking volunteer workloads and activities.

Program management

Strengthen relationships with your donors, applicants, and grantees. Quickly create and modify dedicated portals for new programs or staff orientations. Grow a community around your organization and get accurate information on the effectiveness of your spending.

Grantmaking

Steer investments where they’re needed the most. With Nonprofit Cloud, grantmakers can manage donations, communications, and engagement within a single intuitive platform.

Communication

Personalize marketing campaigns to better reach your community. Manage all outreach channels while tracking metrics from one centralized hub. Generate precise, actionable reports, and implement time-saving automations.

Salesforce products for every nonprofit

Salesforce gets NPOs. From automating routine processes to enabling deeper connections with constituents, Salesforce has a solution for every challenge you face.

01

Nonprofit Success Pack (NPSP)

Fueled by robust, granular donor analytics — including household members, donation frequency, and soft credits — Nonprofit Success Pack allows you to execute fundraising drives strategically and efficiently.

And with predictive insights and flexible payment options, you’ll ensure your donors remain engaged over the long haul. NPSP also offers tools for enhanced employee productivity and time-saving process automations.

02

Reach new donors and fundraise faster with Sales Cloud.

Through comprehensive account and contact management software, you’ll gain a fuller picture of your prospective donors and their activity history, as well as key internal and constituent-facing communications.

03

Build campaigns in Email Studio and bolster them with analytics and insights from Salesforce Customer Data Platform.

Unite marketing and sales and foster more connections among stakeholders with Pardot. With Marketing Cloud, finding and attracting new constituents has never been easier.

04

Experience Cloud

Experience Cloud connects every stakeholder in your nonprofit with the resources they need.

Business Integration enables timely updates to opportunities and leads, while tools for customization and branding let you create stunning, easy-to-use visual environments, including websites and apps, for your NPO.

How we work

We provide a complete range of services for planning, designing, customizing, and implementing bespoke Salesforce tools for your nonprofit.

01

Requirements

By taking the time to understand the business needs and technical requirements of your NPO, we can be sure that we’re recommending the best solutions.

02

Consulting

We draw up a detailed roadmap for your Salesforce solution, setting measurable KPIs to keep your implementation strategic and on schedule.

03

Configuration and customization

From renaming fields in forms to creating entirely new features, Vention fine-tunes your Salesforce products to perfectly complement your business processes.

04

Testing

With routine system performance tests, you can be sure that we’ll eliminate any bugs or inefficiencies from your Salesforce solution.

05

Launch

Once everything’s in shape, we release your Salesforce platform so your employees can adopt your new system with a minimum of speed bumps.

06

Continuous enhancement

The sky’s the limit when leveraging Salesforce for nonprofits — and there’s no limit to an Vention partnership either. We keep working with you as needed, adding new capabilities to your system and keeping it all running at peak performance.

Our services

Not sure where to start with Salesforce? We’ll help define your nonprofit’s unique requirements and recommend the right Salesforce edition and products to address them.
Our Salesforce engineers and migration experts approach implementation with a focus on seamless delivery, value-adding features, and user training so you get the most from your platform.
Vention engineers integrate your chosen Salesforce solution with your existing ecosystem, implementing configurations and your specific customizations.

Salesforce end-user training

A powerful Salesforce solution works best in the hands of an in-house team that knows how to leverage its features. We’ll help your people master your new platform with post-launch support and training sessions.
While you focus on your mission, we’ll finetune your Salesforce on an ongoing basis, keeping it compliant, up-to-date, and driven by the best CRM practices.

Why Vention?

Cross-industry capabilities

  • Vention serves 30+ diverse industries, from legal to fintech to healthtech
  • Seamless adjustments to your Salesforce ecosystem and workflows
  • Solutions with full customizations for your business needs

Proven Salesforce expertise

  • Our team is 100% Salesforce-certified
  • 8+ years of Salesforce design and implementation
  • 73% of our clients are referrals

Driven by results

  • Detailed reports maintain full visibility into your project’s details
  • Full-cycle Salesforce development services, from consulting to post-launch support
  • We’ve contributed to $13B in acquisitions and 21 IPOs to date

Contact us