Nonprofit programs and services can be effectively tracked and managed using Salesforce by leveraging its powerful features and tools. Here are four key ways to achieve this:

Program Management with Custom Objects and Fields

• Custom Objects: Create custom objects to represent different programs and services. This allows you to track specific details about each program, such as goals, activities, and outcomes.
• Custom Fields: Add custom fields to capture relevant information for each program, such as start and end dates, budgets, participant demographics, and impact metrics.

Grant and Donation Tracking

• Opportunity Management: Use the Opportunities object to track grants and donations tied to specific programs. This helps in managing funding sources, tracking progress against fundraising goals, and understanding the financial health of each program.
• Grant Management Apps: Implement grant management solutions available on the Salesforce AppExchange to streamline the application, approval, and reporting processes for grants.

Volunteer and Participant Management

• Volunteer Management: Utilize volunteer management tools within Salesforce, such as Volunteers for Salesforce, to track volunteer activities, schedules, and hours related to programs and services.
• Participant Tracking: Use custom objects or the NPSP’s built-in functionality to track participants in your programs. Capture details such as attendance, progress, and outcomes to evaluate the effectiveness of your services.

Reporting and Dashboards

• Custom Reports: Create custom reports to analyze program performance, participant outcomes, and financials. Use these reports to measure impact, identify trends, and make data-driven decisions.
• Dashboards: Build dashboards to visualize key metrics and track the progress of your programs in real-time. Dashboards can display information such as the number of participants served, funds raised, volunteer hours contributed, and program outcomes.
• Reporting Tools: Use Salesforce’s reporting tools to track and measure the impact of your programs and services. This can include metrics like the number of beneficiaries, success stories, and overall community impact.

Orchid Connect is a woman-owned Salesforce implementation firm with 30 years of experience serving associations, non-profits and small/medium businesses. We specialize in strategic and implementation services, go-to-market support, and ongoing support. To learn more, reach us at reachout@orchidconnect.com.