In the nonprofit sector, driving impact and sustainability relies heavily on operational efficiency and donor engagement. Salesforce Nonprofit Cloud has emerged as an essential tool for nonprofits aiming to expand their reach and enhance relationship management.
When you integrate a robust form builder like FormAssembly, your nonprofit gains significant advantages in data collection, operations, and donor connections. Here’s how FormAssembly can elevate your Nonprofit Cloud experience:
1. Improve the Quality of your Data Collection
Nonprofits and smaller foundations often struggle to collect large volumes of data while ensuring its accuracy because of tight resources and personnel who cannot prioritize time-intensive data cleansing of their CRMs. What this results in is error-ridden databases with duplicate entries or incomplete data.
Integrating FormAssembly with Salesforce Nonprofit Cloud automates and reduces errors in the data collection processes to ensure that the data flowing into nonprofit databases is as accurate as possible. Tailored web form templates enable you to gather structured data directly from donors, volunteers, and program participants, instantly updating your Salesforce without human intervention.
2. Drive Donor Engagement
Donor engagement lies at the heart of nonprofit success. Integrated web forms enable you to capture valuable insights into donor preferences and engagement levels. With intuitive web forms, you can personalize communication strategies and foster deeper connections with donors, enriching the overall donor experience.
3. Improve Program Insights
To maximize program impact, nonprofits rely on data to tell them what’s working and what’s not getting community engagement. Using web forms for feedback forms can give a quick and immediate pulse on the effectiveness of a program.
From participant surveys to impact assessments, and conditional processing forms that adjust depending on the form-filler’s response, web forms provide valuable data and deep insights that can help improve campaign and event strategies, reallocate resources to better-performing programs, and improve outcomes for future initiatives. Here are the most common uses nonprofits have for using FormAssembly’s data collection platform to achieve program goals:
- Performance Evaluations: Assess program effectiveness through metrics like reach and outcomes.
- Impact Assessment Surveys: Measure the program’s impact on beneficiaries and the community.
- Resource Allocation: Allocate resources based on data-driven insights.
- Trend Spotting: Spot emerging trends in program participation and outcomes.
- Decision-Making: Make informed decisions about program design and implementation.
4. Optimizing Resource Allocation
Effective resource allocation is vital for nonprofit sustainability. Using web forms that track user interaction, abandonment rate, and incomplete forms gives insights into fundraising effectiveness and different levels of interest. This empowers nonprofits to adjust budgets to boost programs that resonate better within their community.
By leveraging FormAssembly reporting for events and fundraisers, organizations can determine how to maximize their impact, so that every dollar spent contributes to their mission.
Check out our webinar featuring 5 Use-Cases for non-profits using FormAssembly to see how better webforms and surveys can improve your operational efficiency and ROI.
Conclusion
FormAssembly is the form builder of choice for thousands of nonprofit clients, worldwide. The Salesforce Nonprofit Cloud integration is one of the highlights that gives nonprofits the operational efficiency needed to deepen their donor relationships.
Not all integrations are equal, Salesforce and FormAssembly have worked together for decades to create next-to-native integrations into Salesforce instances. To learn more about best data practices for Nonprofit Cloud Salesforce customer data, join our webinar, Secrets of Successful Salesforce Data Management 3/26/24 @ 11 am ET. You won’t want to miss it!