A partner that is knowledgeable and experienced in the various nuances of the nonprofit space as this will help ensure your implementation goes smoothly and that you have access to the support you need. The first step towards improved processes and communication is to select a qualified and competent implementation partner. You can also use Salesforce to provide a better experience for your employees and volunteers. This includes managing donor information, tracking donations, managing events, and helping clients. Nonprofit organizations can use Salesforce for many efforts and activities. Use your free licenses to support your mission Additionally, you’ll be asked to include governing documentation to show you are recognized as a charitable, nonprofit, or nongovernmental organization. Nonprofits have to provide an authorization from an Executive Director or Board Chair as well as a VAT, Tax number, or EIN which Salesforce uses to verify nonprofit status. Executive approval, Tax IDs and Legal Documents In fact, this is a sticking point for a lot of organizations because they may not have the resources to dedicate a full-time staff member. You can still take advantage of this program. If your organization has someone in mind, that’s awesome. Next, you’ll need a dedicated system administrator. Instead, contact VPS so one of our professional consultants can assess your organization’s position and guide you through the process. It’s worth noting however that if your organization is not ready to begin an active Salesforce implementation, you shouldn’t begin the application process. An active trialįirst, you have to sign up for the free trial which will become your official Salesforce instance. If your organization meets the criteria for the Power of Us program, the next step is to claim your 10 free licenses. For example, if your organization is based in the United States, it must be designated as a 501(c)(3) and 501(c)(4). There are also country specific requirements. The Power of Us eligibility guidelines tell us that to be eligible your organization must be recognized as a charitable, nonprofit, educational, or social change organization in the country where you are located. Who is eligible for the Power of Us program? To illustrate how useful and effective this program can be, more than 88% of organizations in the Power of Us program say that access to Salesforce tools and support have changed and improved how their work gets done. The Power of Us program was created by Salesforce to help nonprofit organizations achieve their mission and gives eligible nonprofits and educational institutions access to 10 free licenses and discounts on additional subscriptions, products, and services including their fundraising product Elevate. Salesforce’s Power of Us program (offered under ) provides certain types of organizations, such as nonprofits, with 10 free licenses.Īccording to their pledge page, they’ve given over $240 million in grants, 3.5 million hours of community service, and provided product donations for more than 39,000 nonprofits and educational institutions.īy combining this incredibly cost-effective program with the expert knowledge and experience of Vision Point Systems, your organization can save money, provide better services to your clients, and deepen its engagement with donors and volunteers. We get asked a lot if Salesforce, a company that has taken strides to be transparent, is really free for nonprofits, and the answer is yes.
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