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Mission-Driven Marketing Blog

Use these Salesforce Tools for your next Fundraiser

salesforce for nonprofitsSalesforce and their nonprofit success pack is a CRM template built specifically for nonprofits to use. Enabling nonprofits to get the most out of their marketing automation efforts − easily connect with constituents, stay on top of prospects, and run nurture campaigns. Not-to-mention, Salesforce.org provides nonprofit organizations with 10 free licenses to its CRM (Constituent Relationship Management) cloud-base software. Below are resource tools from Salesforce that can help you get the most out of your next fundraising campaign.  

Pardot marketing automation from Salesforce can give your organization everything you need to fill your donor pipeline with high-quality prospects and drive results.

Tools Scoring & Grading

As soon as prospects become engaged, Pardot qualifies and quantifies them. Their activity is analyzed and a score and grade are generated, so that fundraisers always know which prospects to focus on. Your staff will always know where prospects are in the donor journey: how they’re interacting with forms, emails, and your website.

Robust Campaign Tools

Based on their activity and interests, prospects can be manually or automatically added to drip campaigns. Now your staff will have a library of pre-approved templates, so they can engage with content that’s both personalized and on-message. 

Related: Creating "Personas" for Nonprofit Fundraising

Email & Journeys

Build dynamic campaigns that guide prospects through a personalized prospect journey by continuously adapting to behavior and demographics.

A/B Testing allows you to maximize conversions by testing subject lines, copy, images and more. Measure campaign ROI and tie converted prospects back to marketing efforts.

Landing Pages & Forms

Build branded forms and landing pages to collect information and allow prospects to sign up for fundraising events, info sessions, and newsletters. 

Easy Integration

Pardot isn’t just integrated with your CRM ― it’s part of it. So fundraisers can see each prospect’s CRM data alongside email, form, and web activity. And they can even initiate a conversation right from the prospect’s CRM record.






Tapp Network

Written by Tapp Network

Tapp Network is a marketing & technology firm serving nonprofits and organizations seeking to accelerate their social impact, capacity building, and revenue growth for good.