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Salesforce for NGO

Extend the reach and increase the impact of your non-profit organization with SALESFORCE NPSP

ENABLING TO CHANGE THE WORLD WITH SALESFORCE FOR NGO

At Codleo, we are guided by the principle that we are the guardians of the planet for the next generation and are duty-bound to make it a better place. Therefore like Salesforce, we pledge 1% of our time to social projects. Salesforce “Power of Us” Programme offers 10 donated subscriptions and generous discounts to empower non- profits with the tools to widen their impact on society. In Codleo, a dedicated Salesforce NPSP consultants who collaborate exclusively with NGOs & higher learning institutions to aid in extending their outreach and widen their impact by using the Salesforce platform

Concerns

Main concerns for nonprofit organizations

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Volunteer Management

Volunteers are the core of many nonprofit organizations. They raise funds, devote their time In many different ways and also are the spokespersons for these NGOs in their communities. It’s always been a challenge to NGO management to manage volunteer schedules and match their relevant skill sets with opportunities. Volunteer management within the Salesforce NPSP for NGOs allows NGOs to track all volunteer activity and save time, thus allowing the use of the time for other valuable tasks

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Visibility and Insights

As with every company, NGOs are also being more structured and corporate-like. They are duty-bound to demonstrate their efficiency, outreach success and low costs. Salesforce for NGO enables all NGOs to use their available data smartly, make smarter decisions on funds & programmes, and show the effectiveness of their work. Real-time data on donations & donors allows NGOs to adopt focused fund drives and nurture donor relationships. Salesforce NPSP increases their involvement and greater funding in the future.

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Programme Management

Programme delivery is at the heart of the NGO community. Salesforce for NGO enables NGOs to centralize the monitoring of these including calls, emails, meetings, donations, donors and volunteers. With the programme management centralized, NPSP of Salesforce helps NGOs to become more efficient and smarter. Increase In productivity translates into spending more time & resources on the grassroots activities which bring social change.

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Engagement

Communication with the world is essential to spread your message, raise more funds and widen your scope of work. Salesforce NPSP empowers NGOs to engage with various categories of audience by providing personalized experiences. It allows stakeholders to visit their personal journeys thus strengthening their commitment.

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DISCOVER HOW SALESFORCE AND CODLEO AIDED DIFFERENT NGOs

  • We enable organizations to consolidate data and get a holistic 360-degree view of volunteers and engagement with them.
  • Find out how Salesforce is accelerating engagement with donors and improving efficiency.

NPSP?

What is Salesforce.com NPSP?

The Nonprofit Success Pack or NPSP (formerly known as Nonprofit Starter Pack), is a constituent of the Salesforce Nonprofit Cloud. NPSP from Salesforce is an open source add-on app to Salesforce.com with pre-built constituent and donor management features. Salesforce Nonprofit Success Pack (NPSP) is a series of managed packages, installed on top of Salesforce Enterprise Edition.

Features

Top Features of Salesforce NPSP

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Constituent / Donor Management

Salesforce NPSP enables managing donors or constituents who are crucial for the success of NGOs. For the team responsible for donor engagement, it provides a mine of data such as contact details, relationship with the NGO, donation details and demographic profiling.

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Donation and Grant Management

Salesforce for NGO helps you Track Donations & Manage Grants received effectively. This would lead to better planning for donation drives and reaching out to institutions for getting more grants.

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Engagement Management

Communication with the world is essential to spread your message, raise more funds and widen your scope of work. Salesforce NPSP empowers NGOs to engage with various categories of audience by providing personalized experiences. It allows stake holders to visit their personal journeys thus strengthening their commitment.

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Volunteer Management

Managing volunteer engagement whether in the form of time or resources is easy with the Salesforce NPSP. It allows you to track volunteer hours, matching skillsets to opportunities and even provide them with the flexibility to devote time in shifts.

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Campaign Management

Creating and tracking the campaigns for donations or programs is now simple. Opportunity campaigns can be carried out within or outside the purview of Salesforce based on the nature of campaign.

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Analytics

With Salesforce NPSP, you get easy access to many default reports which offer insight into donors, funds received, grants, volunteer engagement and ROI on campaigns. Customization of the reports as per your requirements is possible.

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Mobile

Salesforce Nonprofit Success Pack (NPSP) for NGO gives you complete access to data via the Salesforce Mobile application. Users can create and update the key data from their mobile applications such as Household and Organization Accounts Contacts.

Videos

Salesforce NPSP Videos

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Vertical Solutions

Salesforce Industry Vertical Solutions

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HEALTHCARE
HEALTHCARE
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RETAIL
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MANUFACTURING
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EDUCATION
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PROFESSIONAL SERVICES
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NON PROFIT
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Products

Products On Salesforce

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Project Management Application on Salesforce® Platform

The solution of team, skills, techniques, planning, and execution to achieve all of the project goals

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Vendor Management Application powered by Salesforce®

Look after the flow of goods from manufacturers to the warehouse bin to the sales order

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Recruitment & HR solutions application
by Codleo

Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology

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Daily Travel & Expense Management
Solutions

Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort

Feedback from our clients

"I wanted to take a moment to express my sincere gratitude and appreciation for the exceptional work your team has done as our Salesforce partner. Your team's ability to understand our business needs and deliver beyond our expectations has been truly remarkable. Not only have you consistently provided us with the necessary support and solutions for complex integrations with Salesforce, but your team has also gone the extra mile by providing valuable suggestions to improve our overall experience. Your team's extensive experience and efficient style of working have put us at ease and allowed us to set high expectations that you consistently surpass. Your dedication to ensuring our success is evident in every interaction we have with your team. We highly recommend Codleo for any organization seeking a partner for complex integrations with Salesforce. Your team's professionalism, expertise, and commitment to excellence are unmatched. Thank you again for your outstanding work and support. "

Financial Services

"Codleo have the great resources on salesforce. We utilized there services from migrating classic to Lightning. We have lot of customization built on Java Script. There extensive knowledge and inputs made the migration smooth and easy."

Financial Services

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech

"Excellent project management skills, with highly talented project team, who have sufficient experience in comprehending complex requirements and applying the Salesforce solution to resolve them."

Financial Services

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Engineering, Construction, & Real Estate

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash, Aman, Gaurav and Mohit make a brilliant team to work with. Look forward to more projects with them!!"

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Travel, Transportation, and Hospitality

"Great customer experience for small businesses!!! The team is very experienced and hands-on in onboarded a small business like ours onto Salesforce. They adapted almost every requirement and even suggested improvements in implementing processes that shall better the current functioning of our organisation."

High Tech

"It's been good working with the team. They are very cooperative & understanding. They ensure the development done is inline with the requirements submitted. The Project Manager, Rohit Gupta takes the ownership of the tasks & gets the job done."

Engineering, Construction, & Real Estate

"Our experience is good working with the Codleo teams. They understand your requirements and deliver within a timeline. I appreciate the teams."

Healthcare & Life Sciences

"Everyone in the team is knowledgeable and helpful. They go above and beyond to make sure that we are well versed with the software use."

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Hospitality Industry

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash and Gaurav make a brilliant team to work with. Look forward to more projects with them!!"

CMO, Healthcare & Life Sciences Industry

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Real Estate Industry

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech Industry

"Codleo team is quite young, however, very enthusiastic about their deliverables. It was very easy to deal with them as their project management communication process is not bureaucratic. They are upfront on what is doable and what is not, and they do put effort to research around solutions before they communicate. So overall very satisfactory work they did for us."

CMO, FinTech Industry

"Codleo has marked a very good footprint in the Ed-tech Companies. During the lockdown, we faced a lot of disruptions because of the complicated system, where all the data was siloed and we were unable to get complete information on any student or school, on a single page. No single sign was there from where one could see data in an integrated manner. With the help of Salesforce CRM and Codleo who implemented it with a better solution, we can now work & track everything from the single sign-on and can internally collaborate to crack any deal."

Marketing Lead, Educational Institute

"We have been very pleased with our relationship with Codleo. The team is very knowledgeable and efficient . We are in a different time zone, but their team is always available if any help is required by us. They have beautifully implemented our system and we are happy to partner with Codleo in the future as well."

CEO, Healthcare Company

"We have been engaged with Codleo from the past one year. They helped us to design & implement top notch end to end solutions on top of Salesforce. We had issues with our earlier CRM. Data was in silos and the team was unable to update. Codleo has a competent technical team who have innovative ideas to provide solutions industry-wise. Codleo designed our structure in such a way that the whole team is now on a single platform and can collaborate with each other without wasting time."

Project Manager, Professional Services

"We have been working with Codleo for over 3 years now and continue to be very pleased with our relationship. The team is very knowledgeable and extremely helpful. We are in different time zones and still Codleo is always very accommodating to our needs and request. They are very efficient in implementing our needs and expressing our vision. We are happy to partner with Codleo in the future as well."

Lisa, Director (BD), Caliber Autism

FAQ

Frequently Asked Questions

Nonprofit Success Pack (NPSP) is a product within the Nonprofit Cloud. NPSP is data architecture that sits on top of Salesforce and is pre-configured for the types of use cases that nonprofits need, supporting Donations, Households, and more. Nonprofit Cloud encompasses a complete set of Salesforce technologies that take into account tech challenges faced by the NGO community. It includes products such as Sales Cloud, Marketing Cloud, and Communities - as well as products built specifically for NGOs by Salesforce.org. Nonprofit Cloud does not include HEDA (Higher Education Data Architecture) or Philanthropy Cloud.

For current customers, the fact that Nonprofit Cloud exists is a reason to invest more heavily in the platform. Salesforce.org is committed to deepening its engagement with nonprofits. It is conveying a message to the sector that salesforce is here to partner you and invest in your success, and we have the support of a cloud platform to enable the same. Existing clients need not worry about license changes or cost factors.

Nonprofit Cloud is similar in nature to a Health Cloud or Financial Services Cloud rather than a Marketing Cloud. It is designed to be used as an industry application on top of the existing Sales Cloud. You can take different products within the Salesforce portfolio such as NPSP & communities and customize them to fulfill your needs. If a customer is using NPSP + Service pack plus Communities, it covers the features of Nonprofit Cloud.

There are three solution lines you will hear about within the Nonprofit Cloud:

  • Engagement
  • Donation drives
  • Program Management

Codleo Consulting, Salesforce.org partner would recommend you customizations depending on your requirements. You choose the Salesforce products that best suits you.

NPSP is a part of the Nonprofit Cloud. Nonprofit Cloud encompasses NPSP and so much more. The cloud is proof that solutions to issues faced by the NGO sector have been provided by Salesforce. NPSP is a part of these solutions.

Following are the roles of a Salesforce NPSP Consultants:

  • Designs and deploys solutions that assist customer business processes
  • Helps in requirements using Salesforce applications
  • designs solutions to utilize the Nonprofit Cloud functionality

LET'S MEET

Mob: +91 93118 16065

India Office Address

603 D-Mall Netaji Subhash Place, Delhi 110034 IND

Logix Cyber Park, Tower D, 9th & C-28 & 29, C Block, Sector 62,Noida, Gautam Buddh Nagar, Uttar Pradesh 201301

US Office Addresses

16192 Coastal Highway Lewes, Delaware 19958 USA

539 W. Commerce St Suite 6079, Dallas, TX 75208 USA

consult@codleo.com