Nonprofits are mission-driven, often working with lean teams and tight budgets. Technology should empower them, not overwhelm them. That’s why in every engagement/requirement, I approach Salesforce architecture with clarity, practicality, and user experience in mind.

Despite these challenges, it’s incredible how much these nonprofits have accomplished over the years with less-than-ideal systems. As a way to guide those embarking on their own Salesforce journeys, we’ve compiled five key pitfalls nonprofits should avoid when starting a Salesforce implementation:

Tired of managing your grants separate from your CRM? Considering Salesforce’s Nonprofit Success Pack (NPSP), but not sure where to start?

Internationals Network now has a central platform where all fundraising and program data is captured, providing more visibility across the organization to key activities.  This consolidated view will allow Internationals to capture consistent impact metrics across all programs.

Tired of managing your volunteers separate from your CRM? Considering Volunteers for Salesforce (V4S), but not sure where to start?

Salesforce.org, in their effort to support larger and more mature nonprofits have built a robust Grant Management feature that includes all the “must-haves” to get your grant program up and running, with the ability to scale through configuration and customization.

So as a major gift officer, if I’m trying to meet my year-end fundraising goals of securing 5 new $25,000 gifts, what tools does NPSP offer me to support my efforts?