Community Cloud

Community Cloud, Non-profit Cloud

Donor Portal for Non-Profit: How to leverage Salesforce Community Cloud & Non-profit Cloud to efficiently manage donor funds

As a Salesforce platform specialist, we have been working with multiple industries & built various industry-specific solutions on the Salesforce platform for over 10 years now. The significance of the world’ #1 CRM platform is, it offers a variety of solutions spreading over various business verticals like Sales, Service, Marketing along with industry-specific solutions like Manufacturing Cloud, Non-profit Cloud, Health Cloud, etc. 

Leveraging the platform, enterprises are rapidly growing their business and driving impeccable customer experiences. Non-profit Cloud is one such Salesforce offerings that help global non-profit organizations extend their constituent relationships, deliver better programs, and accelerate the transformation into a connected non-profit. However, after working with multiple leading non-profits over the year, we have understood a few of the most common challenges are having a 360-degree view of each donor & donor fund management. 

Non-profits having a large donor base often found it difficult to have a holistic view of each of their donors, maintain end-to-end fund management process, integrate various external payment gateways with their system, and also offering a seamless user experience. How to get rid of these challenges? Salesforce Community Cloud along with Non-profit Cloud brings in a highly efficient, scalable and robust platform, using which non-profits can manage their critical business functionalities. 

Community Cloud is a collaboration tool that seamlessly integrates customers, partners, and employees directly into information, apps, and experts. It also offers some amazing features, using which non-profits can build an efficient donor portal. A donor portal works as a centralized system that connects donors, internal employees, partners, and third-party payment gateways for a seamless business operation. 

How a Donor Portal Can help your Non-profit organization?

Having a donor portal will enable your non-profit to manage business better along with a 360 view. Apart from this, it will also allow you & your donors perform multiple actions such as;

  • Donors from anywhere can transfer the fund using the portal.
  • Donors can generate donation receipts as well as tax statements using the portal.
  • Donors can update payment-related information as well as their personal details using the portal.
  • Non-profits can have a holistic view of each of their donors.
  • Non-profits can have a centralized view of all the funds including past, recurring, and active donations.
  • Donors, as well as the non-profit internal users, can access all the information on the fly using any device such as mobile, tab, desktop, etc.
  • Any third-party payment gateways such as Stripe, PayPal, 2Checkout, PayU, etc. can be integrated with the portal so that donors can pay hassle-free.

The Power of Community Cloud for Non-profits

Salesforce Community Cloud is built to connect companies with their customers, internal employees, and partners. With its capability to integrate seamlessly & with the option of high customizability, non-profits have found multiple ways to utilize the power of Community Cloud. By successfully implementing Community Cloud & Non-profit Cloud, an integrated donor portal can be built with customized features & functionalities. With log-in based licenses, users of a non-profit can manage end-to-end donor funds with a holistic view of each of them. To make the portal intuitive, Lightning components, Apex & Tiggers can be used. The portal can also be compatible with all kinds of devices. 

Apart from building a highly efficient donor portal, Community Cloud can also be used in multiple other ways by non-profits which include a resources hub for donors as well as field executives, building a community of their own, networking, partner management, program management, customer service, and many more.

Thinking of how your non-profit can start with Community Cloud?

We at CEPTES have successfully worked with many leading global non-profits and helped them accelerate their success leveraging the Salesforce Community Cloud & Non-profit Cloud. We have also developed donor portals using which non-profits have become more efficient, reimagined fundraising, gathered actionable insights, offered exceptional user experience and do more with their CRM. Do you still have queries about a Salesforce Community for your non-profits? Contact us today to learn more about getting the most out of the Salesforce CRM.

 

ALSO READ: Salesforce Community Cloud: Connect. Engage. Personalize

Community Cloud

Salesforce Community Cloud: Connect. Engage. Personalize

In today’s swiftly evolving business environment, connecting all the business verticals including partners, customers, and employees is key to success. It is irritable to deliver an exceptional customer experience across various customer touchpoints with yesterday’s technology and disconnected business systems. Salesforce offers a powerful community platform to help us achieve sustained growth and stagnation. 

Salesforce Community Cloud helps you create communities to transform the way you connect and engage your partners, customers, and employees. The unified platform for success boost employee productivity, accelerate channel sales and help customers help themselves. Community Cloud connects business data and enables a best-in-class solution in the world’s #1 CRM platform. 

3 Types of Salesforce Communities

Employee Community 

You can connect your employees from different branches and help them improve their productivity by sharing ideas, communicating updates along with managing projects and collaborating files. 

Partner Community

Empower your partners with quick onboarding, training and CRM access. Partners can find experts, register new leads, update records, and manage funds, and close more deals more quickly.

Customer Community

Build a community of your customers using Community Cloud and drive customer self-service by offering them knowledge articles, FAQs, opportunity to interact with other customers to resolve their queries. 

How Salesforce Community Cloud can benefit you?

Accelerate channel sales

You can connect directly with your channel partners to accelerate your sales process by enabling them to connect with the experts, find relevant information, register new leads, update records, manage funds. 

Connect your customers

Community Cloud helps you drive more extensive customer relationships while connecting all your customers in one platform where they can access information, communicate with each other and share experiences. 

Customization & branding

Customize Community Cloud to meet your business needs and increase your online community experience. Create striking, simple-to-use environments that are an interactive extension of your brand. 

Mobile

Collaborate anywhere using any device. Manage the community through the Salesforce mobile app or from any mobile browser. Now offer a rich, branded, and device-responsive mobile experience to your customer from anywhere.

Personalization

Community Cloud automatically recommends connections to various experts, groups, and content. Recommendations are based on individual interests, needs, and behavior, inviting larger community participation.

Lightning Bolt

Helps you quickly create next-generation communities and portals that seamlessly integrate with Salesforce.

Interested to learn more about how Salesforce Community Cloud could work for you? Get in touch with us. At CEPTES, we have certified Salesforce consultants who can help you offer stellar service with powerful Community Cloud that allows you to create rich, self-service experiences.