10 Key Takeaways from the Salesforce World Tour NYC
December 6, 2024
This article was written by Elisa Salinas, an Account Executive here at Belmar.
A few weeks ago Elisa Salinas attended the Salesforce World Tour in New York City, where she explored the latest tools and trends, including Agentforce, an AI-powered tool that helps organizations automate tasks.
Elisa gained insights from industry experts on how Salesforce can help organizations work more efficiently and achieve better results. Here are her top 10 takeaways.
1. AI and Automation Can Save Time
Salesforce’s AI tools, like Einstein and Tableau, can automate a lot of the routine tasks nonprofits have to do. This helps teams focus on their mission instead of getting bogged down with admin work. It’s a huge time-saver and makes everything run more smoothly.
2. Nonprofit Cloud Helps Manage Donors and More
Salesforce's Nonprofit Cloud offers different tools designed to help organizations manage donors, fundraising, and programs all in one place. This means less juggling between systems and better data that helps make smarter decisions.
3. Building Stronger Donor Relationships
Nonprofits can use Salesforce to build stronger relationships with donors. By tracking interactions and understanding donors’ needs, organizations can connect better and encourage more donations in the future.
4. Data Makes Decision-Making Easier
Tools like Tableau and Marketing Cloud help nonprofits use data analytics to guide their strategies, track campaign performance, and make informed decisions. This enables organizations to optimize their fundraising efforts and focus on their fundraising efforts.
5. Simplifying Donations for Supporters
Salesforce makes it easier for nonprofits to accept donations. With customized giving forms, donor portals, and integrations with payment processors, nonprofits can reduce friction in the donation process, making it easier for supporters to contribute.
6. Managing Volunteers More Efficiently
Managing volunteers can be tricky, but Salesforce’s tools make it simpler. Organizations can track hours, manage schedules, and coordinate opportunities all in one place, helping both volunteers and staff stay organized and engaged.
7. Building Communities for Supporters
Salesforce’s Experience Cloud allows nonprofits to create branded online spaces where supporters can come together, share ideas, and work on fundraising or other initiatives. These spaces help build a stronger sense of community around a cause.
8. Grant Management Made Simple
For nonprofits that rely on grants, Salesforce can simplify the whole process. From tracking proposals to ensuring deadlines are met, the platform helps organizations stay on top of their grant management so they can focus more on their mission.
9. Collaboration Leads to Bigger Impact
Salesforce encourages nonprofits to connect with other organizations, funders, and community partners. By collaborating on a shared platform, they can amplify their collective impact.
10. Training Is Key to Growing Your Impact
Salesforce makes it easy for nonprofits to learn how to use their tools. With resources like Trailhead, nonprofits can train their teams—whether it’s staff, volunteers, or board members—to get the most out of the platform. This support helps organizations grow and do their work better.
The Most Inspiring Moment
At the session 'From Silos to Synergy: Lessons in Change Management,' led by Craig Eisenberger from the American Association for Cancer Research (AACR), one of the key takeaways was the importance of 'People, Process, and Technology' in driving successful change. Craig emphasized the need to identify the right partners, people, and technology to tackle challenges with data, using it to inform storytelling, decision-making, and long-term planning.
AACR underwent a major digital transformation by implementing six different Salesforce solutions, including Nonprofit Cloud, Marketing Cloud, and Tableau. Craig also highlighted how their newly built infrastructure positioned them to take advantage of Salesforce’s latest innovation, Agentforce.
What’s Coming Next? Salesforce’s Agentforce
One of the most exciting topics right now is how nonprofits will use Salesforce’s new tool, Agentforce. Imagine if nonprofits could speed up intake or automate tasks that usually take a lot of time, all while using the data already in their Salesforce CRM. This smart, secure tool will make it easier for organizations to improve their services and get program participants the help they need faster. Agentforce has the potential to really transform the nonprofit sector, empowering organizations to innovate and improve the way they deliver care.
About Belmar
Belmar Consulting is an award-winning Salesforce implementation partner, who works with various organizations and enables them to succeed in their digital transformation journey. We combine our intimate knowledge of the public sector and the nonprofit industry with Salesforce to create and implement innovative solutions for our clients. Belmar’s dedication to delivering successful client projects means our clients are more effective in their role to fulfill their organizational missions.
