How Salesforce Managed Services Can Help Nonprofits Track and Measure Impact

What’s one thing all nonprofits have in common? They all want to make a difference.

When you consider fundraising, marketing, donor management, program delivery, volunteer coordination (to name just a few!) – the reality is that nonprofits have a lot to do everyday to keep the cogs turning.

But, how can nonprofits measure their impact to ensure that all of their time, money and efforts are achieving anything?

In this article, we’ll discuss how Salesforce Managed Services can help your nonprofit track and measure impact through data-driven work.

 

What Are Salesforce Managed Services and What Do These Mean for Nonprofits

For several years now, Salesforce has taken the number 1 spot for the best CRM providers, and has been the preferred choice for many nonprofits. In fact, there’s around 40,000 nonprofit organizations that use Salesforce these days. Not surprising considering it’s a great tool to manage most of the work that nonprofits do.

However, Salesforce can eat up a lot of time and resources when it comes to maintaining, optimizing and upgrading it, so this can cause major challenges for time-strapped nonprofits. The solution? Salesforce Managed Services. 

Salesforce Managed Services help you manage the Salesforce CRM so your nonprofit can focus on other areas that will ultimately drive growth and make an impact.

They help you get the most out of Salesforce, taking care of:

  • Implementation
  • Customization
  • Integration
  • Data Management and Integration
  • Training
  • Maintenance
  • Upgrades

As one less thing to worry about, Salesforce Managed Services are an obvious choice for nonprofits as they essentially provide a low-cost, low-stress solution that will boost the ROI from your Salesforce investment, without you having to hire a dedicated team in-house to do it.

 

How Our Approach to Managed Services is Unique

If you’re looking for Salesforce support so you can focus on providing optimal impact from your work, why not consider Client Cloudcare?

We’re a Salesforce Consultancy with an expert team of certified administrators and consultants, Salesforce super fans and go-givers, all ready to drive digital transformation for your nonprofit by taking Salesforce administration off your hands.

But what makes us unique?

1. We’re powered by military spouses and veterans 

We’re a Crew with a Cause! Everyone on our team helps support the military Ombudsman, so when you choose Client Cloudcare to support you with all of your Salesforce needs, you’re also supporting our US military community.

 

2. We become part of your team

Think of us as an extension to your team. We don’t just want to get the job done, we want to do it well, and to make sure we’re doing everything we can to help you grow and increase ROI by giving you a complete business analysis.

We’re always on hand to identify your current and future needs and will provide solutions to help you achieve your goals where we can.

 

3. We provide team-based support and training for Managed Services 

We believe in collaboration and shared knowledge. Our team is made up of experts in sales, administration, consulting and marketing, and we’re not precious about keeping our knowledge to ourselves – we’ll try our best to provide you with training, consultancy and support in various areas.

It’s a two-way street – we love learning from the nonprofits we work with too!

 

4. We’ll always go above and beyond

Sure it may sound cliché, but we’re always willing to go the extra mile for the nonprofits we serve. We take initiative to ensure that any remaining hours are used effectively to get your organization ready for success. That’s down to our proactive approach – we ensure that clean up and automation is efficient so that you’re ready for the next Salesforce release and we’re prepared for the next month.

 

How We Can Help Your Nonprofit Clean Up, Monitor and Analyze Data for Optimal Impact Measurement

The Covid-19 pandemic changed the landscape for nonprofits and the social sector everywhere, with funders and donors pressing pause on their resources. Since then, data and analytics have never been more important for nonprofits to back up how they’re using their resources and the impact they are making.

But, because of the fast-paced nature of nonprofits, data and analytics can often slip through the net, meaning that management, accuracy and consistency in data and monitoring is compromised.

Salesforce Managed Services can help!

Data management and integration is one of Salesforce’s most important features, but managing this can be a real pain point for nonprofits.

Here are some of the ways we can take control over this and help you with donor data, data integration and performance monitoring and optimization.

 

Integrating data analysis with other systems and processes

Every activity in your nonprofit involves data in some way, from your fundraising efforts, to marketing, to financial management, to donations and volunteer data. Some activity data can be harder to track and monitor than others, and some you might never have thought about tracking before.

We can integrate Salesforce with other systems – like volunteer coordination, email marketing and financial management – so that as much of your data can be tracked in various areas to drive growth for your organization.

You’ll then have a full overview of every aspect of the organization to inform your strategies and decisions.

 

Monitoring donor analytics 

Donor data is super important. Ultimately the best way to boost engagement, increase retention and improve relations with your donors is by learning what’s working and what could be better – all that will be evidenced through data and analytics.

We can analyze all of the donor data and automate donation tracking. Having this information on hand will allow you to offer more personalized and data-driven campaigns to provide better results and growth for your nonprofit.

 

Helping you get the most out of Salesforce 

For nonprofits, every dime counts. We get it – that’s why we want you to get the most out of Salesforce, so that you’re getting the best value for your money. We can help monitor Salesforce in general, to measure the impact of its performance, including performance tuning, load testing and capacity planning.

We’re here to combat the challenges that nonprofits face when it comes to Salesforce. If data isn’t one of the top priorities on your list, it’s easy for things to be missed and gaps to be left unfilled.

By having a Salesforce Managed Service – like us – on board to work with you to track and monitor impact, you’ll get data that’s consistent, accurate and actionable, so that you have solid stats and figures to focus on your nonprofit development.

Want to learn how else our Managed Services can help your nonprofit soar with Salesforce? Visit our website!

Who We Are

Client Cloudcare is a mission-oriented team dedicated to providing innovative, and scalable Salesforce solutions.

We offer individualized service through projects and managed services with up-front pricing, prioritizing your growth over the burden of an in-house Salesforce team. It’s a bit different from what you will find at the larger consultancies with their complex spreadsheet proposals, but we think we’re onto something new, as evidenced by our clients’ feedback.

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