Donation management is vital for nonprofits. Regardless of how your organization solicits donations (direct appeals, events, peer2peer fundraising, major donors, corporate gifts/sponsors), we can create processes that will help you efficiently manage and report on your contributions.

The Belmar team can leverage the Salesforce ecosystem to register specific individuals to their relevant programs. To do this, we have the tools to help you track program eligibility, assessment of services needed, and assigning a case or social worker to a client. Afterwards, we can also provide tracking services, so you stay up to date, while having the insight to implement any further changes as needed.

Whatever your organization’s programs may be, Salesforce can help you manage those programs, and we can make that process effortless for your team.

If your organization requires volunteers, we can build a system where they can find all the required information. Examples include: allowing them to sign up as individuals or as a group, see shift times or volunteer opportunities, see if there are specific skills or training required to be a volunteer, and so forth.

Staying on top of your grants is incredibly important for a nonprofit, but without effective processes in place, it can be confusing and difficult to stay ahead of your applications and reporting requirements. We can help you create an efficient process, where you can track metrics, grant outcomes, and generate reports back to the grantor, to show how the funds made a difference.

How can an organization tell its story, deliver fundraising campaigns, and capture marketing engagement data to tailor communications, all in one system? By integrating your Salesforce with Pardot (MCAE) or Marketing Cloud for Nonprofits, you can do it all.