Salesforce CRM, the ‘PATH’ to Global Engagement

For many nonprofits fundraising is not just a means of raising critical funds, but also a way to promote the message and goals of a charity. Given enough time and capital, a charity has the potential to go global with engagement, ensuring the organization can continue support its cause; for example, funding research. What can get in the way of potential lifechanging funding? Operations that aren’t consistently streamlined. This is where Salesforce can be a powerful tool in constituent management; with more importantly, the right training.

Salesforce has earned its place as one of the most comprehensive CRM software options on the market. A popular solution for for-profit businesses, many nonprofits tend to fall into the belief that because of their specific needs, it may not be the right fit – fortunately, that’s not true! Salesforce.org Nonprofit Cloud is the only complete platform for nonprofits. It’s the only platform that gives you a 360-degree view of an organization’s mission, and is the only platform built with a community of over 30,000 trailblazers. Its program allows users to deepen constituent relationships, deliver better programs, and accelerate its transformation into a connected nonprofit. A great example of its possibilities was established by DaizyLogik client, PATH, and case study: Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning; specifically with client lead, Catherine Endicott. Catherine came into the project with no prior Salesforce CRM experience, but as an experienced fundraising professional. Our team worked alongside her and the PATH team throughout the project to drive the migration of the organization fundraising data and processes from Donor Perfect Online to Salesforce CRM.

Now, two years later, Catherine has not only grown more confident in her use of Salesforce CRM but, has started helping others in the community by sharing some of the practices that our team helped put in place at PATH. Don’t just take our word for it though, please allow Catherine to explain herself in our recent customer review, below.