Looking to grow your nonprofit but struggling to make the most out of your Salesforce investment? You’re in the right place!

We know that nonprofit organizations have a lot on their plate. From fundraising, donor management, program delivery and volunteer coordination, there are many moving parts to consider on a daily basis.

While Salesforce is a powerful tool to help manage these activities, managing and optimizing the software is probably pretty low on your list of priorities. We get it – setting up and maintaining Salesforce can be quite a complex and time-consuming task.

That’s where Salesforce Managed Services come in!

In this article, we’ll explain what Salesforce Managed Services are and why they are essential to drive growth for your nonprofit.

What is a Salesforce Managed Service?

So, you’re probably wondering what exactly a Salesforce Managed Service is…

Salesforce Managed Services offer the perfect solution for nonprofits who don’t have the time to manage their Salesforce implementation – they do it all for you so you can focus on your mission and drive growth for your organization.

It’s essentially a low-stress solution that helps you fully utilize and get the most out of your Salesforce investment.

By partnering with a Certified Managed Service provider – like Client Cloudcare – your nonprofit can benefit from all that Salesforce has to offer without the added burden of managing the application on your own.

How can automation support engagement and growth in a nonprofit organization?

Automation is an effective way to streamline your processes, increase efficiency and improve donor engagement and retention.

CRM software can automate things like:

• Tracking donations
• Generating receipts
• Streamlining membership processes
• Sending ‘thank you’ letters to donors

If you struggle with keeping up with member communications, membership management (including tracking membership engagement) and event management, CRM software that automates these processes could be a wise choice for you.

Enter: Salesforce!

Salesforce is a highly customizable CRM that allows you to tailor the platforms the needs of your nonprofit. This includes automation, detailed reporting, and analysis and integration with other systems and platforms.

With automation, you’ll increase efficiency and improve productivity so that you can focus on the areas that are really going to motivate your nonprofit development and growth goals.

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How can Salesforce Managed Services specifically help nonprofits?

Salesforce Managed Services are a highly effective solution for nonprofit organizations. Here’s why!

1. Donor Management

The key to nonprofit growth? Donor relationships – they’re the ultimate driving force behind nonprofit success. Salesforce Managed Services can help you run personalized outreach campaigns to strengthen your donor relations.

To improve donor engagement, retention and relationships, Salesforce Managed Services can:

• Manage and analyze donor data
• Automate donation tracking and receipt generation
• Create target email campaigns to different segments of donors

2. Data Integration 

Wouldn’t it be great to keep all of your systems in one place?  With Salesforce, you can!

Salesforce Managed Services can help you integrate Salesforce with your other systems, like financial management, volunteer management and email marketing. You’ll then be able to view the entire scope of your organization to make more informed, efficient decisions moving forward.

3. Performance Monitoring and Optimization 

With the help of a Managed Services partner, you can make the most out of your investment by monitoring and optimizing the performance of Salesforce, including:

•  Load testing
• Performance tuning
• Capacity planning

One of the most effective ways that Salesforce Managed Services can help nonprofits grow and scale is by providing data-driven insights. Your Managed Services partners will work with you to analyze your data and extract valuable insights to inform your decision-making, and help you to run more impactful programs. With work that has significant community impact, it’s so important to use all of the resources at your disposal so that you can continue to improve your programmes to deliver maximum impact.

How can Client Cloudcare help you?

If you’re looking to 1) grow your organization and 2) grow your impact, Client Cloudcare is an ideal solution for your nonprofit. With our crew managing your systems and processes, you can focus on what’s important – your work!

Client Cloudcare is a Salesforce Consultancy and Managed Service provider powered by military spouses and veterans. So, when you choose to work with us, you choose to work with a committed, personable team while supporting our US military community!

We can help your nonprofit by providing team-based Salesforce support while fostering an environment of collaboration to ensure you make the most out of your subscription. With weekly meetings, a complete business analysis and a team that goes above and beyond, we’re confident that we can help you grow and increase ROI – Client Cloudcare provides innovative solutions to an ever-changing ecosystem!

Interested in learning more about how our Managed Services can help your nonprofit grow? Visit our website!

We work with numerous Veteran Service and Environmental Organizations, as well as Salesforce Consulting and ISV Partners.