ASSEGURE A EFICIÊNCIA DA GESTÃO DE FUNDOS E AVALIAÇÃO DE IMPACTO
Soluções de CRM para gestão de fundos
FIND OUT HOW OTHER FOUNDATION ARE TAKING ADVANTAGES OF SALESFORCE
Grants Management
Optimize the grants and programmes management of your foundation and take advantages of tools that can facilitate the evaluation and impact of support grants.
Programmes and Applications Management
360º view of the candidates, supported organisations and partners.
Personalized application portal to facilitate the submission of quality applications.
Solutions to promote programmes and grants.
Dynamic reports to follow programmes and alerts.
Evaluation Impact of the support grants
Based on your impact assessment model, obtain a reading of the results in the short, medium and long term.
Follow up the execution of each grant.
Management of documentation associated with each beneficiary case.
Administrative Efficiency
Reduce the task of clarification request and correction of data in the application with advanced mechanisms for pre-validation.
Take advantage of algorithms that facilitate the pre-decision.
Automate communication by e-mail and tasks scheduling.
OTHER AREAS WHERE WE CAN HELP
Corporative Volunteer
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- Volunteer portal.
- Sharing experiences between employees.
- Measure the personal and corporate impact through dynamic reports and volunteer hours.
Digital Communication
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- Segmented Communication.
- Personalize the company-wide donation experience.
- CRM integration with other digital tools.
- CRM integration with e-mail (Outlook and Gmail).
Events Management
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- Events Portal.
- Follow up the execution of each event.
- Measure the personal and corporate impact through dynamic reports to support each social case.
Match giving
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- Connect your employees to the causes they are more like to support.
- Organize and operationalize your organisation’s social impact programs.
- CRM integration with payment methods.
- Dynamic reports and charts that allow the company to access and analyze the impact and sustainable development aim of each employee.
IS SALESFORCE CRM SUITABLE FOR MY FOUNDATION?
If your goals are primarily to manage and optimize the relationship with your different audiences (donors, volunteers or customers), the most likely answer is: “Yes!”.
Some advantages:
Used by more than 40.000 Nonprofits around the world.
The first 10 Salesforce CRM licenses are free for nonprofits.
Ability to adapt your strategies and processes (It's used by multinational and small corporations).
Fast implementation (in weeks).
Integration with other tools and easily scalable.
Security and GDPR compliant
Good documentation and a wide network of partners.
Continuous innovation.
THE EVALUATION OF OUR CUSTOMERS
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