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Salesforce services for nonprofit organizations

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Connecting your constituents and key processes to increase mission success
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Nonprofit organizations conduct operations with a greater goal in mind but are often tasked to do more with less. Today’s nonprofits are challenged with making the most out of volumes of data and using those insights to build stronger relationships, guide fundraising efforts and build membership. However, the resources and experience of RSM and the features and flexibility of Salesforce can help you reach your goals and ultimately maximize your efficiency, funding and impact.

Harness the power of the leading customer relationship management solution for nonprofits

No two nonprofit organizations are the same, with objectives varying significantly between charities, associations, membership organizations and other groups. The Salesforce Nonprofit Cloud provides several options to help your organization create a custom cloud CRM platform with real-time data and dashboards to deliver the information you need to drive decision-making. You choose the solutions you need, including ones dedicated to:

Working with RSM

For decades, the RSM nonprofit team has helped organizations optimize operations and strengthen data intelligence and insights. We have a successful track record of creating, implementing and maintaining Salesforce solutions for nonprofits across North America, utilizing several valuable Salesforce tools, including:

Nonprofit Success Pack
The foundation for the connected nonprofit, this open-source app enables your organization to conduct operations better and engage deeply with constituents.
Grant Management
Built off the world’s No. 1 CRM solution, this solution gives you a single system to simplify and accelerate grantmaking while increasing collaboration between giver and recipient.
Marketing Cloud Engagement for Nonprofits
This platform helps your organization deliver meaningful experiences, enabling you to engage constituents with scalable, personalized email campaigns.
Nonprofit Cloud Case Management
With your programs, services and clients in a single solution, you can deliver personalized services to clients and ensure no one falls through the cracks.
Experience Cloud for Nonprofits
You can create interactive online spaces that allow stakeholders to interact with your organization how and when they want, increasing transparency and saving staff time.
Insights Platform Data Integrity
Your outreach online and direct mail campaigns depend on accurate data. This solution helps ensure data integrity to reduce expenses and strengthen trust.
Elevate
Take advantage of a seamless interface to engage donors and alums, streamlining payments, accounting and CRM. (Available for U.S.-based organizations)
Accounting Subledger
Saves nonprofits’ fundraising and finance tasks significant time and budget by connecting systems and creating a single source of truth for revenue and payments.
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