salesforce for nonprofits (crm panel, aug. 2013, pdxtech4good.org)

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Why Should Nonprofits Choose Salesforce CRM?

•  Robust CRM •  It’s free!

•  Ecosystem of nonprofit applications •  Caveats issued in the name of honest consulting

Highly Robust CRM

•  Salesforce.com is a market-leading CRM in use by many small and large nonprofits and corporations

•  Being a market-leader means there is a huge community of people building and developing options for the system

•  Complex architecture means nonprofits can use the same system to track multiple processes: (i.e. fundraising and case mgmt. for human services)

Free and Discounted Licenses

•  10 free licenses to nonprofits •  75% discount on additional licenses and other products

Nonprofit Salesforce Applications

•  Donor management –  Online donation processing

–  Event and auction management

–  Grant tracking

–  Mass email communication

•  Grants distribution •  Case management

•  Volunteer management •  Membership management

–  Member portal, online membership payments

Caveats

•  To be useful to nonprofits, Salesforce requires customization. Customization costs money, expertise or both.

•  Salesforce has nearly limitless capability, but the more complex a system, the more maintenance and administration is required.

•  Technology evolves. Organizations should expect and plan for ongoing system upgrades and process changes.