Transform How You Manage Donors, Campaigns, and Volunteers – All Within Salesforce

Our Donor & Engagement solution streamlines fundraising, donor tracking, staff management, and volunteer coordination
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Overview

Nonprofits often struggle to track donors, manage fundraising campaigns, and monitor recurring donations in one system. Spreadsheets and scattered records create inefficiencies, while staff and volunteer details are often siloed. Our solution simplifies donor and engagement management by unifying contacts, opportunities, campaigns, payments, and rollups in Salesforce. Whether it’s tracking individual donors, managing staff qualifications, or coordinating volunteers, everything is connected in one place providing nonprofits with a 360° view of their operations. 

Core Features

  • Member & Membership Payments: Manage members, their subscriptions, and track all membership-related payments.
  • Membership Types: Define and manage various membership categories with flexible options.
  • Program Management: Organize programs, register members and participants, and track planned activities.
  • Program Resources & Usage: Manage consumable and non-consumable items allocated and consumed during programs.

Challenges

  • Membership payment tracking is manual: Difficulties in monitoring due dates and missed payments reduce efficiency.
  • Lack of clear membership categories: Confusion arises when handling multiple membership types without proper structure.
  • Program planning and execution issues: No streamlined way to manage participants, activities, and schedules in one place.
  • Untracked resource usage: Consumable and non-consumable items used in programs are not properly recorded.

Solutions

  • Automated membership payments: Enable recurring billing and reminders for timely collections.
  • Flexible membership type management: Create and categorize multiple membership levels with ease.
  • Centralized program management: Manage programs, participants, and activities in one integrated system.
  • Resource allocation & tracking: Monitor consumables and assets used in programs for better accountability.

Compatibility

  • Requires
    Platform Cloud
  • Compatible With
    Sales Cloud, Service Cloud, and Platform Cloud
  • Salesforce Editions
    Professional, Enterprise, Unlimited, Developer, and Essentials

Product Preview

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Benefits

Benefits

  • Streamlined payment process: Timely membership collections improve financial stability.
  • Clear membership structure: Easy management of diverse member categories boosts transparency.
  • Efficient program execution: Organized participant tracking ensures smoother events and activities.
  • Optimized resource usage: Accurate tracking reduces wastage and improves cost efficiency.

Customer Testimonial

“Programs are now super organized. We can plan, track participants, and monitor resources all in one place.”

5/5

Yes, you can easily create, categorize, and manage multiple membership levels.

Payments are automated with reminders, ensuring timely collections and reducing manual errors.

Absolutely. Both consumable and non-consumable items can be monitored for better accountability.

Yes, it can be configured to match your program’s structure, activities, and participant needs.

Get C-Non-Profit installed in your Salesforce org today and start converting smarter.

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