Best Salesforce Apps for Non-Profit organisations

Best Salesforce Apps for Non-Profit organisations

It’s essential for non-profit organisations to invest in a comprehensive technology system that assists with day to day processes and ensures that no opportunities are missed. Investing in a Salesforce CRM is an important first step for non-profit organisations for maximising efficiency but there is even more that can be done to manage customisability.

Known as the world’s leading CRM, Salesforce has several integratable apps available on the Salesforce AppExchange that can provide excellent opportunities for non-profit organisations in terms of audience growth and revenue generation. With so many to choose from, we’ve pulled together our top three apps for non-profit organisations that are perfect for integration with a Salesforce non-profit platform:

Salsa Engage: Ideal for fundraising opportunities

Salsa Engage, or more specifically Salsa Labs offers a robust set of fundraising tools that non-profits can take advantage of. Salsa Engage can help a non-profit organisation expand its fundraising efforts and encourages supporters to get involved in intuitive ways. Some key features of Salsa Engage include:

  • Marketing automation: Using the contact information in your CRM, email and social media campaigns can be generated from useful templates.
  • Customisable forms: Fundraising forms can be customised with brand colours, fonts and logos for that professional and established touch.

While this app is an excellent addition to any non-profit organisations toolkit, it can’t be directly integrated into the CRM but it does have the ability to fully integrate with Salesforce.

Coacto’s Rating: 3 out of 4 Salesforce stars

DonorSearch 360io: Perfect for prospect research

It’s important for non-profit organisations to understand their supporters and conduct the required prospect research. This can be a time consuming process, not forgetting a manual process taking up valuable resources. With the DonorSearch 360io, non-profit organisations can identify new prospects while also growing relationships with current supporters as well as pinpointing major gift opportunities through wealth screening processes. The key points of DonorSearch 360io includes:

  • Donor screening: New donors entered into the Salesforce CRM will be subjected to an automatic screening process.
  • Profile generation: Perform a 360-degree view of the donors available within the CRM.

This tool is a good option to help any non-profit organisation establish a better understanding of the supporters and how more specific communication can be developed.

Coacto’s Rating: 4 out of 4 Salesforce stars

iATS Payments: Security for payment processions

Accepting payments and donations is a vital part for any non-profit organisation and it’s pivotal to ensure that there is a streamlined way to manage this process. Although going through a third party app can sometimes deter donors, investing in a comprehensive non-profit payment system can help such as Brickwork for iATS Payments. This Salesforce app is designed to easily collect donations. It also has the functionality to log, track and manage the donor data that’s automatically transferred to a CRM. Key features on iATS Payments include:

  • Donor data integration: The app can securely capture donor payment information and automatically store the information in the Salesforce CRM.
  • Secure data storage: The app has a Level 1 security certification within the Payment Card Industry, providing much needed ease for donors.

Brickwork strictly works with non-profits and thrives on providing comprehensive payment support to all organisations.

Coacto’s Salesforce stars: 4 out of 4 stars

Leveraging the Salesforce AppExchange is a great way to make a powerful impact across any non-profit organisation. With countless apps available, it can be difficult to make an informed decision and that’s where our team can help.

If you are hoping to boost your efficiency levels by implementing additional features in your Salesforce CRM, our team of certified experts can work with you to determine the best solution for your non-profit.

Organise a free consultation with our team to get started.

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