Salesforce for Fundraising

Build lasting relationships and maximize your fundraising Impact with Salesforce.


How Nonprofits Use Salesforce for Fundraising

Nonprofits rely on Salesforce for fundraising and building donor relationships. The Nonprofit Cloud has everything you need for guiding donors from discovery to contributions.

With donor preferences evolving at a rapid pace; it’s your job to meet them where they are and personalize your communication.

That’s why we’ve developed and packaged a ready-to-go and purpose-built instance of Salesforce Nonprofit Cloud for fundraising nonprofit organizations. 

salesforce for fundraising

“We’re probably 65 to 80% to our goal just by capturing what we already have sold. The fact that we couldn’t do that before was just crazy. It wasn’t easy, but the ROI is massive in what Plative put together for us.”

Sam Price

National Sales Director

What’s Included

Keep a log of every constituent, volunteer, and donor that your organization has communicated with to maintain a database of potential repeat and future donors.

Leverage Nonprofit Cloud to help manage one-time, repeat/recurring, stock grants, and more types of donations and gifts.

Keep an organized repository of all batch and single gifts and donations in a way that is accurate, fast, and flexible.

Create an efficient way to manage the most committed supporters to optimize your communication and better forecast revenue.

Your team should be empowered to continue working where they are while their fundraising CRM proactively captures and logs important information like email and calendar event history.

Unlock the ability to make better decisions in your fundraising approach with powerful dashboards and analytics, powered by Salesforce.

How Nonprofits Use Salesforce for Fundraising

Salesforce provides nonprofits with a comprehensive fundraising platform to build stronger relationships with donors, track the performance of their campaigns, and streamline their operations.

By giving staff a unified view of donor information and activity, Salesforce helps nonprofits raise more funds and deliver greater impact.

A Proven Methodology, Made Possible by Hundreds of Deployments

Unlike most implementations, Plative Launch is structured to quickly deploy pre-built modules that we’ve meticulously perfected over hundreds of implementations. This means that you can realize value in record-time and leverage the best practices from hundreds of other similar companies.

Team introductions
Administrative access
Timeline & key dates

Provisioning
Process walkthroughs
Personalized sessions

Clarify
Build
Optimize
Migrate

User acceptance testing
Admin training
End-user training

Deployment
Post go-live support
Ongoing innovation

Our Insights

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