Salesforce

CRM platform for managing donor, stakeholder, and programme relationships.

Salesforce is a highly customisable CRM platform used by nonprofits to manage donors, programmes, and workflows at scale. It brings data, teams, and processes into a single system, enabling better coordination and visibility across the organisation.

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Grant and donor management challenges for nonprofits

Challenge
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Fragmented and inconsistent data across systems.

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Manual coordination and follow-ups across teams.

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Limited visibility into fundraising and programme performance.

Solution
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Tools like Salesforce help organisations centralise data, automate workflows, and manage relationships across fundraising, programmes, and operations.

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Salesforce is best suited for organisations that require structured workflows, integrations, and scalability across teams.

Key capabilities

Donor and stakeholder management

Maintain a central record of donors, partners, and beneficiaries, along with their interactions over time.

Workflow automation

Automate follow-ups, approvals, and internal processes across teams.

Fundraising management

Track donations, manage campaigns, and monitor donor engagement.

Programme and outcome tracking

Link programme activities with beneficiaries, funding, and outcomes.

Volunteer management

Track volunteer participation and engagement across initiatives.

Data and reporting

Generate dashboards and reports for fundraising, programmes, and operations.

Salesforce in action

Programme and stakeholder management

Programme and stakeholder management

World Wide Fund for Nature (WWF Netherlands)

Uses Salesforce to unify programme and stakeholder data across teams, improving visibility and coordination in large-scale initiatives.

Read Full Case Study
Fundraising and donor engagement

Fundraising and donor engagement

Make-A-Wish Foundation / ALSAC (St. Jude)

Uses Salesforce to manage large donor bases, track interactions, and improve fundraising campaign effectiveness and donor engagement.

Read Full Case Study

Pricing for Nonprofits

Core plans

  • Enterprise: ~ $60/user/month (billed annually)
  • Unlimited: ~ $100/user/month (billed annually)

Advanced configurations

Higher-tier setups (AI + integrations): ~ $325/user/month or more

Additional costs to consider

  • implementation and onboarding
  • customisation and configuration
  • integrations and add-ons
  • ongoing maintenance and support

Best suited for

Large nonprofits and foundations

Organisations managing multiple programmes and stakeholders

Teams requiring integrations and structured workflows

Nonprofits with technical capacity

Similar tools

Zoho CRMsimpler CRM with faster setup
mGrantgrant-focused tool with more structured workflows but less flexibility

Frequently Asked Questions

When should a nonprofit choose Salesforce?

When it needs a central system to manage donors, programmes, and workflows across multiple teams and systems.

When is Salesforce not the right fit?

When the organisation needs a simple, low-cost tool with minimal setup or lacks technical capacity.

How complex is implementation?

Implementation typically requires configuration and may involve external partners, depending on organisational needs.

What makes Salesforce different from other tools?

Its flexibility and scalability—it can support multiple use cases, but requires setup and ongoing management.

Want to learn more?

Visit Salesforce

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