Build a Donor Moves Management System in Salesforce
Turn your Salesforce into a donor cultivation machine.
Leverage Salesforce functionality to track every donor’s journey and know exactly what action to take next with a team of platform and nonprofit strategy experts.
Are Your Donors Getting Lost in the Shuffle?
No Clear Steps
With a lack of strategy, your team looks at a donor record and doesn’t know what to do next. Should they call? Email? Ask for money? Your team makes guesses, potentially negatively impacting the donor experience and your nonprofit’s growth.
One-Size-Fits-All Approach
Without targeting and personalization, your major donors get the same treatment as small donors or inconsistent interactions, depending on which member of your development is responsible for managing the relationship. Volunteers aren’t encouraged to give or get more involved themselves. Ultimately, you’re not capturing significant gifting opportunities.
Inconsistent Follow-up
When you don’t have a good follow-up system in place, donors get forgotten. Others get spammed, called too often, or receive content that isn’t relevant to them. There’s no system to ensure the right contact at the right time. You’re costing your nonprofit potential donations.
Launch Your Moves Management System
Our Salesforce consultants design and build a complete donor journey tracking system directly in your Salesforce org. We ensure every donor gets the right attention at the right time.
Donor Audience Planning
We help you define your donor segments: major donors, small donors, volunteers, and even lapsed donors. You can go even further – by program, interest, location, and age range. We set up a customized and personalized journey for each group.
Your Custom Salesforce System
Your Nonprofit’s Guide to Moves Management
Moves management is a method of cultivating a nonprofit’s relationships with donors, prospects, and other constituents by determining where every individual is in their donor lifecycle and determining what actions to take to move them along in their journey of supporting your nonprofit.
Learn from our consultants how to leverage features in Salesforce’s Nonprofit Success Package (NPSP) and Nonprofit Cloud to implement moves management in your organization!
How We Build Your Custom Salesforce System
1. Strategic Planning
Our consultants work with your team to map out your donor audiences, goals for each group, and the lifecycle stages they should go through
2. Salesforce Customization
We then build custom objects, fields, and automation in Salesforce to track engagement profiles and create tasks automatically
3. Team Training
Once the system is fully built to meet your organization’s needs, we train your team on how to use the new system.
4. Ongoing Optimization
(as needed)
If you need additional functionality – to add another donor group, a new journey, or an integration with another application – our experienced team is ready to help you further optimize your Salesforce org As you continue to learn and expand what works best for your organization, our team is available to help your system scale with you.
About Our Salesforce Nonprofit Experts
130+
Happy Clients
250+
Projects
5.0 CSAT
Score on AppExchange
16+
Years as a Salesforce Partner
Jessica R. Hillburn-Homes, Esq.
Executive Director
Soliant Consulting helped us get more functionality out of Salesforce than we had thought possible. Our internal processes are significantly faster, and we’re connecting better with out donor base. We are more data-driven and agile, and it’s already having an impact on our success and delivery on our mission.
Ready to Build Your Moves Management System?
We’ll design and build a complete donor journey tracking system in your Salesforce org Our consultants will eliminate the guessing on what to do next to engage your donors and grow your organization.
Schedule a complimentary 30-minute call with our experts. We’ll show you exactly how this works for your nonprofit.