Cloud Essentials for Nonprofits

Salesforce FoundationThe Cloud Essentials for Nonprofits solution powers greater operational efficiencies by enabling nonprofits to proactively manage and report on key business functions on demand.

 

Connect. Track. Report

Built on the Salesforce.com platform, this flexible, cloud database is the result of years of experience by the TechBridge team in customizing Salesforce.com for nonprofits.  This solution enables nonprofits to connect, track and report on data in the following areas:

  • Leads
  • Contacts, Organizations/​Companies
  • Donations
  • Grants

  • Volunteer Activities
  • Sponsorships
  • Events
  • Campaigns

Information is securely stored in one central location online and accessible by staff anytime, anywhere. Download the product sheet for more information.

Feature Highlights

Comprehensive view of a contact’s relationship; view all their donations, volunteer activity, event attendance, etc.

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Donations

Identify trends and patterns in your donor base leading to more strategic targeting.

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Grants

Keep track of the status of all the pre-grant requirements; all those forms and dates required for submission.

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Benefits

Improved Efficiency: Salesforce is a cloud solution that is accessible by multiple users at any time from any computer or mobile device with an Internet connection. Full-time and part-time staff members can complete data management tasks at their convenience.

Centralized Data: Key data is stored in a single, authoritative database; eliminating the inefficiencies associated with multiple discrete spreadsheets or disparate systems.

Robust Reporting Capabilities: Staff members can easily generate reports with the system’s easy-to-use drag and drop interface giving staff, management, board members and funders a more comprehensive picture of the organization and more proactive management of key organizational functions. User-defined reports facilitate seamless grant applications.

Training and Support: Training and support services are included for all Cloud Essential clients. Time is included for support and/or customization of Cloud Essentials to meet your specific needs.

For nonprofits that are not current Salesforce.com users, TechBridge, through its partnership with the Salesforce Foundation, can assist with securing donated user licenses.