www.salesforce.org/nonprofit/nonprofit-success-pack/

Salesforce’s Nonprofit Success Pack (NPSP) is part of the company’s Nonprofit Cloud offerings and adapts the sophisticated power of the for-profit Salesforce platform to meet the needs of nonprofit organizations. Earlier this year, Salesforce rolled out a new suite of tools for its Nonprofit Cloud that extends the donation management and online fundraising functionality, some of which is available for free and some that is available for an additional cost. The recently-released tools focus on improving connections between Salesforce and accounting systems, streamlining online giving and payments, simplifying gift entry, and improving the quality of data in the system.

The highly-configurable dashboards available in the system provide you with a visual snapshot of program, fundraising, and campaign performance and you can drill down to see the underlying data that comprise the many charts and graphs. NPSP comes with a variety of popular fundraising reports and also includes a powerful custom report and dashboard builder. The new Salesforce.org Elevate product suite (available for an additional cost) includes a Payment Services platform that integrates your online payment gateways with NPSP to make it easier to collect online donation payments, and Giving Pages, which provides nonprofits with a donation form that integrates with the Payment Services platform and NPSP so that online donations are seamlessly transferred into the CRM.

The system continues to support a variety of gift types, including in-kind donations, tribute gifts, pledges, and recurring donations. Engagement plans allow you to create automated moves management workflows for donor cultivation. The platform also supports volunteer management and membership programs. The new Accounting Subledger, available for an additional cost, includes pre-built templates for connecting NPSP with a variety of popular accounting systems.

NPSP includes a built-in email tool that allows you to send up to 5,000 emails at a time, and larger marketing email sends are possible with additional integrated email and multi-channel marketing products. (These tools, Marketing Cloud and Pardot, are available at an additional cost). The Marketing Cloud add-ons include a powerful drag-and-drop visual process builder for marketing automations and their Einstein Engagement Scoring, which is an AI-based predictive analytics tool to help optimize your email campaigns. Additional functionality is also available through the Salesforce AppExchange, which has an entire section dedicated to nonprofit-focused apps. Salesforce’s developer platform and APIs also provide the ability for custom-developed solutions.

The flexibility, configurability, and power of Salesforce provides a great deal of potential, but it requires training to set up and customize the system for your needs and can pose challenges for non-technical users new to the system. Salesforce’s Trailhead system provides training for users at all levels to help increase knowledge of and comfort with the system. A large variety of partners provide implementation services for new customers, with different levels of pricing and support.

The NPSP is free to add to your Salesforce setup, but you’ll need Salesforce licenses to use it. Any 501(c)3 may qualify, and Salesforce will provide your first 10 subscriptions free. Additional licenses for the Sales Cloud Enterprise Edition are available at a cost of $432 per year. Add-ons for extended functionality described above (Salesforce.org Elevate, Accounting Subledger, Marketing Cloud, and Pardot) have additional licensing costs, as well.

System Summary

• Year Launched: 2007
• Pricing, Small Nonprofit (1,000 contacts, 3 users): $0
• Pricing, Mid-size Nonprofit (20,000 contacts, 10 users): $0

System Evaluation

* Certain functionality requires use of a custom field.
** Certain functionality requires an integration with a third-party system.
*** Certain functionality is available for an additional cost.