Salesforce
Salesforce for Nonprofits puts the best technology in the hands of impact-makers, unifying fundraising, program management, and grantmaking on the world's leading CRM platform.
About Salesforce
Salesforce is the world’s leading CRM platform, and Salesforce for Nonprofits brings that same technology to organizations working to change the world. Built on the Nonprofit Success Pack and the newer Nonprofit Cloud, it unifies fundraising, program management, case management, and outcome tracking on a single, scalable platform, giving nonprofits the tools to manage relationships, measure impact, and focus more time on their mission.
How Salesforce Works with Omatic
Salesforce is where your donor relationships, program data, and outcomes live. Omatic Cloud makes sure everything happening outside Salesforce, across the rest of your tech stack, arrives there complete.
When Salesforce and Omatic Cloud work together:
- A 360 view of all your supporters. Most nonprofits run four or more systems alongside their CRM. Omatic Cloud brings data from your other systems, fundraising platforms, marketing tools, event software, into Salesforce accurately, so it stays the single source of truth it’s meant to be.
- Stewardship reflects the full picture. When supporter data from every connected system lands in Salesforce correctly, your team can steward supporters based on their complete history, not just what happened inside Salesforce alone.
- Your leadership gets reporting they can trust. When data from your full tech stack arrives in Salesforce accurately, your team can report on organizational performance without reconciling gaps between systems first.
Services and Capabilities
Nonprofit Success Pack (NPSP)
Manage fundraising, program delivery, and donor engagement on the foundational package built specifically for nonprofits.
Nonprofit Cloud
Bring fundraising, program management, case management, and outcomes together in a single, unified solution.
Marketing Cloud
Deliver personalized, data-driven engagement across every channel your supporters use.
Experience Cloud
Build portals and communities that connect donors, volunteers, and program participants directly to your mission.
Education Cloud (HEDA)
Manage recruitment, advancement, and student success on a platform purpose-built for higher education.
Grantmaking
Manage the full grant lifecycle, from application through disbursement and reporting, on the same platform where donor and program data already live.
Integration
Already using Salesforce?
Omatic Cloud connects Salesforce to your CRM so all of your data reaches the right place and is ready to use.
Yellowstone Forever Improves Member Experience and Boosts Donor Retention with Omatic Cloud
[Out-of-the-box] Salesforce integrations don’t always play nicely. That’s how we ended up with Omatic. We needed help getting our databases talk to each other.
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