Salesforce Nonprofit Cloud Features
What are the features of Salesforce Nonprofit Cloud?
Constituent Management
- Constituent Profiles
- Online Portal
Marketing Automation
- Email Marketing
- Lead Management
- Campaign Management
Workflow Automation
- Donor Prospecting
- Data Entry
- Task Delegation
Reporting & Analytics
- Reporting
- Dashboards
- Automated Reports
Integrations
- Fundraising
- Grant Management
Top Rated Salesforce Nonprofit Cloud Alternatives
(20)
5.0 out of 5
Visit Website
Sponsored
Salesforce Nonprofit Cloud Categories on G2
Filter for Features
Administration
Reporting | Reports on various important data and metrics. | Not enough data | |
Interaction Tracking | The ability to track each interaction with donors and maintain a record of their giving history. | Not enough data | |
Automation | Tools to automate a variety of processes such as email marketing and emailing receipts. | Not enough data | |
Donor Profiles | Profiles for each donor including contact information, interaction history, and giving history. | Not enough data | |
User Dashboard | Allows users to customize their home page to display the information relevant to their role and tasks. | Not enough data | |
Donor Profiles | Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. | Not enough data | |
Reporting | Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. | Not enough data | |
Templates | Provides standard templates for letters and emails and/or allows users to create their own. | Not enough data | |
Customization | Creates custom fields to track information about donors or gifts that is specific to an organization. | Not enough data | |
CRM Integration | Integrates with nonprofit CRM tools to maintain accurate volunteer information and facilitate volunteer-to-donor pipelines. | Not enough data | |
Dashboards & Analytics | Tracks ongoing volunteer program data, such as total volunteers, hours served, and volunteer churn; manages volunteer data in customizable dashboards; generates standard and custom reports for volunteer program analytics. | Not enough data |
Fundraising
Campaign Management | The ability to plan and execute fundraising campaigns based around specific goals. | Not enough data | |
Online Donation Portal | The ability to accept donations online via a website, social media, or mobile device. | Not enough data | |
Event Planning | Tools to plan fundraising events, including ticketing, registration, and attendance tracking. | Not enough data | |
Recurring Donations | The ability to set up recurring donations of a specific amount at a chosen interval. | Not enough data | |
Peer-to-peer Fundraising | The ability to create social media fundraising pages that are shareable and leverage social networks. | Not enough data | |
Mobile Capabilities | The ability to use mobile devices to collect in-person donations at an event or kiosk. | Not enough data |
Marketing
Email Marketing | Tools to create, customize, and send out mass marketing emails to specific donor groups. | Not enough data | |
Direct Mail Tools | Tools to create paper flyers and other mailings to be sent via direct mail. | Not enough data |
Platform Basics
Reporting | Provides analytics tools that reveal important business metrics and track progress. | Not enough data | |
Interoperability | Connects to external systems and applications as needed to complete team workflows. | Not enough data | |
Performance | Is consistently available (uptime) and allows users to complete tasks reliably. | Not enough data |
Case Management
Client Intake | Contains client intake capability. | Not enough data | |
Outcome Measurement | Tracks and measures client outcomes. | Not enough data | |
Form Builder | Creates online forms to capture relevant data. | Not enough data |
Platform Additional Functionality
Mobility | Is accessible from a mobile device and by users on the go. | Not enough data | |
Messaging | Contains in-application messaging abilities. | Not enough data |
Platform Data
Dashboard | Has a centralized dashboard for users to interact with. | Not enough data | |
Alerts and Notifications | Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise. | Not enough data |
Donor Management
Moves Management | Tracks action steps and notes for each prospective donor in the donor pipeline. | Not enough data | |
Pledge Tracking | Records gift pledges and updates remaining amount based on installments. | Not enough data | |
E-Document Storage | Allows electronic files to be uploaded and stored within donor profiles. | Not enough data | |
Acknowledgments & Communications | Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. | Not enough data |
Interoperability
Event Tracking | Stores event registration and ticketing information collected through online forms or manual data entry. | Not enough data | |
Gift Tracking | Downloads gift information from integrated fundraising tools into donor profiles. | Not enough data | |
Fund Accounting | Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. | Not enough data |
Constituent Management
Constituent Profiles | Based on 12 Salesforce Nonprofit Cloud reviews and verified by the G2 Product R&D team. Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. | 72% (Based on 12 reviews) | |
Online Portal | Based on 10 Salesforce Nonprofit Cloud reviews and verified by the G2 Product R&D team. Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders. | 78% (Based on 10 reviews) | |
Donor Communications | Enables gift acknowledgment and letter and electronic communications with constituents. | Not enough data |
Marketing Automation
Email Marketing | Based on 11 Salesforce Nonprofit Cloud reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders. | 67% (Based on 11 reviews) | |
Lead Management | Based on 11 Salesforce Nonprofit Cloud reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 76% (Based on 11 reviews) | |
Campaign Management | Based on 12 Salesforce Nonprofit Cloud reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 76% (Based on 12 reviews) | |
Marketing ROI Analytics | Analyzes effectiveness of an organization's various marketing activities | Not enough data |
Workflow Automation
Donor Prospecting | Based on 10 Salesforce Nonprofit Cloud reviews and verified by the G2 Product R&D team. Automates activities and reminders for each of your prospects to help move them along the donor pipeline. | 73% (Based on 10 reviews) | |
Data Entry | Based on 13 Salesforce Nonprofit Cloud reviews and verified by the G2 Product R&D team. Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. | 82% (Based on 13 reviews) | |
Task Delegation | Based on 12 Salesforce Nonprofit Cloud reviews and verified by the G2 Product R&D team. Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. | 88% (Based on 12 reviews) |
Reporting & Analytics
Reporting | Based on 12 Salesforce Nonprofit Cloud reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. | 88% (Based on 12 reviews) | |
Dashboards | Based on 12 Salesforce Nonprofit Cloud reviews and verified by the G2 Product R&D team. Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) | 88% (Based on 12 reviews) | |
Automated Reports | Based on 11 Salesforce Nonprofit Cloud reviews and verified by the G2 Product R&D team. Allows users to schedule automated reports to be pulled at a specified day and time. | 83% (Based on 11 reviews) |
Integrations
Accounting | Provides fund accounting support to track payments receivable and pending. | Not enough data | |
Fundraising | Based on 11 Salesforce Nonprofit Cloud reviews and verified by the G2 Product R&D team. Supports online donation and event registration processing and imports fundraising data into records. | 73% (Based on 11 reviews) | |
Grant Management | Based on 10 Salesforce Nonprofit Cloud reviews and verified by the G2 Product R&D team. Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. | 73% (Based on 10 reviews) | |
Sales POS | Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. | Not enough data | |
Fund Accounting | Syncs with accounting software to track grant expenditures against budget and support financial audits. | Not enough data | |
Donor Management | Syncs with donor management tools, or offers basic functionality on its own, to manage relationships and contact info for donors. | Not enough data |
Proposal Management
Form Building | Includes tools for grantmakers to build RFPs and assign questions for grantseekers to answer. | Not enough data | |
Review Tools | Flags errors before submission or allows grantmakers to provide internal feedback on submissions. | Not enough data | |
Grantee Portal | Provides a secure portal for grantees to manage past and current proposals, progress reports, and communications. | Not enough data | |
Attachments | Stores all required attachments for grant proposals, such as 501c3 determination letters, resumes, or board lists. | Not enough data | |
Task Management | Supports task and deadline tracking for grant-related actions; allows role-based access to be established. | Not enough data |
Fund Tracking
Disbursements | Manages payment schedules for awarded grants. | Not enough data | |
Grant Allocations | Tracks grant budgets to ensure expenditures are not exceeding established limits. | Not enough data | |
Email Notifications | Generates email alerts for grantees as funds are awarded and disbursed. | Not enough data |
Impact & Outcomes
Program Evaluation | Tracks ongoing progress against proposed program metrics; aggregates grantee progress based on funding area. | Not enough data | |
Data Analytics | Analyzes programmatic trends overtime to identify new funding priorities, weak program areas, or ROI on funding. | Not enough data | |
Ad Hoc Reporting | Supports requesting and submitting for additional information or materials outside of contracted reporting requirements. | Not enough data | |
Dashboards | Allows users to customize the data they can view at-a-glance. | Not enough data |
Grant Prospecting
Funder Lists | Searches for open RFP opportunities based on grantseekers' identified focus areas and location. | Not enough data | |
Automated Responses | Stores and auto-populates common answers for standard application questions. | Not enough data |
Compliance
Eligibility Screening | Identifies if grantseekers are in compliance with all mandated requirements prior to being considered for grants. | Not enough data | |
Auditing | Supports specific report types to assist with fund audits; assists with planning site visits for grantees. | Not enough data |
Volunteer Management
Opportunity Listings | Creates and edits active volunteer opportunities to receive volunteer sign-ups. | Not enough data | |
Volunteer Tracking | Tracks contact, demographic, and affinity information for volunteers, as well as total service hours. | Not enough data | |
Volunteer Scheduling | Assists with assigning volunteer shifts and manages a master schedule. | Not enough data | |
Volunteer Profiles | Allows volunteers to create and manage personal profiles to maintain current information and volunteer interests. | Not enough data | |
Document Management | Stores all necessary documentation required for volunteers, such as resumes, background checks, and liaibility waivers. | Not enough data |
Engagement & Communication Tools
Gamification | Incentivizes engagement with reward badges or leadership boards based on number of volunteer hours served. | Not enough data | |
Mass Messaging | Allows email or text messages to be sent directly to specified volunteers, for the purpose of shift reminders or upcoming opportunities. | Not enough data | |
Donation Pages | Supports embedded or linked donation pages to encourage volunteer donations. | Not enough data | |
Mobile Application | Offers a mobile app version for volunteers to receive relevant information and manage their volunteer history. | Not enough data |
