As a nonprofit with a limited budget and human resources that runs fundraising campaigns, the RFM score will enable you to focus your efforts on the donors most likely to give, encourage larger gifts from high-value donors, re-engage lapsed donors, and build stronger relationships.

With Agentforce, you can have a 24/7 online autonomous agent that leverages Salesforce Knowledge to centralize onboarding documents, training manuals, and FAQs. New hires can quickly find answers to documented questions and resolutions by simply asking Agentforce. Existing employees can also utilize the knowledge base and Agentforce for quick access to operational information, reducing support tickets and boosting productivity.

Users can leverage predictive intelligence to classify or suggest case field values based on data from closed cases. Agentforce can then take action based on the classification, such as sending an email notification to the Salesforce user.

Your organization can utilize generative emails to create personalized fundraising appeals tailored to each donor's past contributions and interests, significantly increasing donation rates. You can also automate thank-you emails immediately after a donation, strengthening donor relationships and fostering ongoing support. Finally, generative emails can be used to create targeted updates on specific projects or initiatives, keeping donors informed and engaged with your organization's lofty missions.

Agentforce can summarize customer interactions, including phone calls, emails, and chat sessions. It can also summarize Salesforce records, such as case details and knowledge articles. This feature is especially useful for agents who need to quickly recall customer interaction details and for managers reviewing interactions for quality assurance.

With Agentforce, you can centralize onboarding materials, training manuals, FAQs, and operational insights. New hires can find answers quickly, and employees can access operational info, reducing support tickets and boosting productivity. Agentforce also summarizes customer interactions, including phone calls, emails, chat sessions, and Salesforce records, helping agents recall details and managers review for quality assurance.