Salesforce for Nonprofits: The Success Pack
Now manage your relationships with donors, volunteers, program participants, companies, and more with the Salesforce nonprofit success pack. Realize the power of communities and nonprofit technology with our Salesforce consultation. Just to give you a quick start, we have a basic version ready for this product. Get in touch with us to know how it can work with your business flow.
Trusted by Enterprises
Empower your team with Salesforce for Nonprofits
Salesforce for nonprofits lets you create a community by leveraging the technology. You can have all the necessary features an NGO requires to bring change, and bring it effectively and fast. It can be the perfect solution for the nonprofit community built by the same community to help you give back to society. Create a completely flexible and scalable system allowing you to make changes according to your workflow.
Donation Management
Track all the types of donations you get from one-time gifts, recurring gifts, matching gifts, in-kind gifts, memorial gifts, grants, and more. It can also help you see a potential donation lead and close it.
Gift Entry
Allows you to enter gifts in the CRM in an efficient way, whether it is large, complex, or small gifts.
Engagement Plans
You need to strategize an engagement plan with your donors. These have to depend on the level of donor, so you design your touch points accordingly.
Take Salesforce Nonprofit One Step Further with Salesforce Portal
Salesforce portal development becomes an easy to navigate interface that adds to the benefits of the Salesforce Nonprofit package. It streamlines interaction with volunteers, companies, and donors so that they take the right actions when required. It enables an organization to communicate effectively as well as have streamlined processes for operations.
The portal creates the necessary bridge between people outside the organization and inside of it, which creates the necessary transparency that nonprofits should have.
- Unlimited users
- Secure access to CRM data
- Personalized dashboards
- Volunteer calendar
- Custom Menu
- Virtual waiver forms
See Our Nonprofit Portal in Action
Explore in depth the features and functionalities of the portal by taking a personalized demo. Share your business requirements with us, and our team will get in touch with you to provide a detailed demo.
Case Study
A Leading University Simplifies Admissions and Enrollment with CRMJetty Education Portal for Dynamics 365
A leading private university partnered with CRMJetty to digitize and simplify its admissions and enrollment process. The institution needed a centralized solution to address challenges...
University Boosts Student Engagement and Academic Success with CRMJetty Education Portal for Salesforce
To address low student engagement and fragmented academic support, a public university partnered with CRMJetty to build a custom education portal using Salesforce. The portal centralized...
Strengthening Support for Policyholders with a Portal for Health Insurance TPA
A leading health insurance company sought to address the challenges policyholders faced during hospitalization and claims settlement. These challenges included the complexity of documentation,...
Your Salesforce Nonprofit Consultants
With the right experience and knowledge of building nonprofit portals for Salesforce clients, we understand the requirements thoroughly and use cases that help us create insightful solutions for you. Our solution is also the preferred solution on the Salesforce AppExchange. We are the Salesforce Nonprofit consultants that are ready to be your partners.
What our customers say
So a new project for a client meant I needed a Customer Portal that was customisable, could work with a tight integration bet ...
Blog
Explore latest news, trends, guides and about everything in the world of CRMs.
