I’m biased of course, since we implement Salesforce for nonprofits! We’ve spent a lot of time working with the tools that Salesforce offers, and we’ve created a template that we use as the start for all of our Salesforce projects. More about that in a bit.
There are at least three templates (or versions) that we know about:
- Salesforce Enterprise
- Salesforce Nonprofit Template
- NPower Seattle Template
Enterprise is what Salesforce delivers to their for profit customers. It’s terrific - it includes a set of standard defaults for how things work. Granted, it doesn’t do some of the things that many nonprofits need (manage households, for instance), but it is full-featured. We think it is a great starting spot for nonprofits - so we use this as our base layer.
The Salesforce Nonprofit Template is the basic installation that many nonprofits install when they sign up for donated licenses from Salesforce. In this template, some of the names have been changes (An Opportunity is called a Donation, and a an Account is called an Organization, for example). And there are a few basic tool additions, too. We’ve actually used that as our starting layer a few times - but found that for everything that we really liked, there were an equal number of things that we had to undo. This template may very well meet your needs,and is the best choice for nonprofits that do note have a Salesforce implementation consultant to help.
The NPower Seattle Template is terrific alternative to the Nonprofit Template - we start with the Enterprise offering, and then build out the needed tools for managing households, for creating and tracking matching and soft credits, recurring and pledged giving, sets the stage for deeper tracking for volunteers and more.
Even so - we further customize that template for almost all of our customers. Most nonprofits have business needs that are particular (even if they aren’t unique, if you get what I mean). For instance - we assume that any nonprofit that is tracking donations opportunities will have stages, such as:
- Prospecting
- Pledged
- Won - Need Thank You
- Closed Won (or Lost)
But some agencies might include a stage for “Held Meeting” or something else - a way to manage grants or major gifts - so your process may include additional steps
Additionally - some agencies have particular needs around, say, tracking guardianship, or selling books, or managing an event schedule. So even though our template is fully formed - there’s more work to do, such as integrating inquiry forms from your website, working with PayPal or another payment vendor, and more!