The Role of Salesforce in Digital Transformation: A Comprehensive Guide

In the era of digital transformation, staying ahead of the curve is no longer optional – it’s imperative. Salesforce, a CRM and cloud-based solutions leader, plays a pivotal role in helping businesses navigate the intricate landscape of digital transformation. This comprehensive guide delves into how Salesforce empowers organisations to embark on their digital transformation journey successfully.

Customer-Centric Approach

Digital transformation starts with a customer-centric mindset, and Salesforce is the ultimate partner in this endeavour. By centralising customer data, interactions, and insights, Salesforce helps businesses gain a 360-degree view of their customers. This invaluable understanding enables organisations to deliver personalised experiences and build lasting customer relationships.


Seamless Integration

One of the key challenges in digital transformation is integrating disparate systems and data sources. Salesforce excels in this area with its robust integration capabilities. Whether you’re connecting marketing automation tools, ERP systems, or e-commerce platforms, Salesforce offers a unified ecosystem that streamlines data flow and enhances operational efficiency.


AI-Powered Insights

Artificial intelligence (AI) is a cornerstone of digital transformation. Salesforce’s AI engine, Einstein, empowers businesses with predictive analytics, automation, and smart recommendations. By harnessing AI-driven insights, organisations can make data-driven decisions, automate repetitive tasks, and stay ahead of market trends.

Enhanced Customer Engagement

Digital transformation revolves around enhancing customer engagement across various touchpoints. Salesforce Marketing Cloud and Service Cloud enable businesses to create personalised marketing campaigns, provide omnichannel support, and deliver exceptional customer experiences. This fosters loyalty and brand advocacy.


Agility and Scalability

Adaptability is a hallmark of digital transformation success. Salesforce’s cloud-based architecture offers unparalleled agility and scalability. Whether you’re a startup looking to expand rapidly or an enterprise with complex operations, Salesforce adapts to your needs, ensuring future-proof solutions.


Data-Driven Decision-Making

In the digital era, data is the lifeblood of business. Salesforce’s analytics and reporting tools transform raw data into actionable insights. Businesses can track performance, identify trends, and adjust strategies in real-time, driving informed decision-making.


AppExchange Ecosystem

Digital transformation often requires specialised tools and applications. Salesforce’s AppExchange offers a vast marketplace of pre-built apps and integrations. This ecosystem accelerates the deployment of new capabilities, saving time and resources.


Mobile-First Approach

In a mobile-centric world, Salesforce’s mobile solutions empower businesses to operate seamlessly on any device. Mobile access to customer data, sales tools, and analytics ensures that employees can work efficiently from anywhere.


Security and Compliance

As digital operations expand, security and compliance become paramount. Salesforce invests heavily in state-of-the-art security measures and compliance certifications, ensuring that sensitive data remains protected and organisations meet regulatory requirements.


Continuous Innovation

Digital transformation is an ongoing journey. Salesforce’s commitment to innovation ensures that businesses stay at the forefront of technology. Regular updates and new features keep organisations competitive in an ever-evolving digital landscape.


In conclusion, Salesforce serves as a cornerstone in the digital transformation journey. Its customer-centric approach, seamless integration, AI-driven insights, and ecosystem of tools empower businesses to adapt, evolve, and thrive in the digital age. By leveraging Salesforce’s capabilities, organisations can not only survive but also lead in an era defined by digital innovation.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

The future of Saleforce: what to expect in the years to come.

Salesforce is one of the leading CRM platforms in the world, and it is constantly evolving. In the years to come, we can expect to see even more innovation from Salesforce, as it continues to meet the needs of businesses of all sizes.

What to Expect in the Future

Here are some of the trends that we can expect to see in the future of Salesforce:

  • More focus on artificial intelligence and machine learning. Salesforce is already using AI and machine learning to automate tasks, improve customer service, and make better predictions. In the future, we can expect to see even more use of these technologies, as Salesforce helps businesses to become more intelligent and data-driven.

  • Greater integration with other platforms. Salesforce is already integrated with a wide range of other platforms, but we can expect to see even more integration in the future. This will make it easier for businesses to use Salesforce to connect with their customers, partners, and suppliers.

  • A more mobile-friendly experience. Salesforce is already a mobile-friendly platform, but we can expect to see even more focus on mobile in the future. This is because more and more people are using their mobile devices to access business applications.

  • A more personalised experience. Salesforce is already capable of providing personalised experiences to customers, but we can expect to see even more personalisation in the future. This will be achieved through the use of AI, machine learning, and other technologies.

The future of Salesforce is bright. As the platform continues to evolve, it will help businesses of all sizes to become more efficient, productive, and customer-centric.

Are you getting the most out of Salesforce?

Reach out to us to schedule a consultation and discover how Sandyx can tailor Salesforce to meet your unique business needs.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Know your customers better with Salesforce Marketing Cloud

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Be a customer-centric company

It’s more important than ever to stay connected with your clients.  CRM and clever marketing has the ability to bring businesses, communities and clients together – even when most business operations are on hold. Read on to learn how Salesforce Marketing Cloud enables you to boost your CRM practices and know your customers better.

What is the Salesforce Marketing Cloud?

Salesforce Marketing Cloud is a platform made up of products and tools designed to help companies supercharge the way they engage with their target audience.

From intricate data analysis to campaign automation, there’s lots of ways in which it supports and empowers digital marketers – regardless of the industry they work in.

Know your customers better with Salesforce Marketing Cloud

Gain insight to your customers with Marketing Cloud

There’s no other type of marketing platform that lets you optimise your client relationships like Salesforce Marketing Cloud does.

Below are just some of the features you should use in order to know your clients better:

Journey Builder

The data insights offered by the Marketing Cloud Journey Builder make it easy for you to learn a lot more about your customers, such as their buying habits or how they engage with your brand. This kind of information enables you to target both existing and potential customers effectively and deliver  a more personalised customer experience across all channels. Journey Builder also allows you to set goals so you can see how well certain practices or campaigns have performed.

The Marketing Cloud Studios

Another brilliant feature of Marketing Cloud is its sophisticated set of studios. 

Social Studio makes it possible to post simultaneously to multiple channels, whilst also monitoring online interactions, influencers and keywords. Email Studio is another widely used component, designed to help you deliver code-free email campaigns. Mobile Studio, Interaction Studio, Advertising Studio and Data Studios are all other examples of Studios in the Marketing Cloud.

Powerful integrations

Salesforce also recently announced that users can integrate Marketing Cloud with Google Analytics 360, which has taken engagement levels to a whole new level.

Would you benefit from Salesforce Marketing Cloud?

Given how flexible and universally accessible the Marketing Cloud is, the chances are you would benefit from it regardless of your industry, audience or current CRM processes.   Maybe you want to change the way your sales and marketing teams collaborate or maybe you’d just like to use the content creation studios, we can help to get you started. If you’re still unsure, read our previous blog post explaining the importance of customer relations and how you can improve them. 

How we can help

If you would like to discuss any aspects of the topics discussed in this article, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly, on 0161 710 3250

What is the Salesforce partner ecosystem?

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The Salesforce partner ecosystem explained

We’re incredibly lucky to be a part of the prosperous and influential network that is the Salesforce partner ecosystem.  Composed of thousands of Salesforce partners based all around the world, it can be a lot to wrap your head around if you’re unfamiliar with the way Salesforce works. Our new blog explains it all.

What is the Salesforce partner ecosystem?

The Salesforce ecosystem is, essentially, a network of experts (firms or individuals) who have the ability to add services or products on top of Salesforce subscriptions. Whether they are a platinum-level consultancy or a third-party provider, if they’re enabling more people to use Salesforce, then they are part of the partner ecosystem.

Salesforce boasts a record partner ecosystem like no other tech company in the world. 

Whilst the official number of Salesforce partners operating in the UK is unclear, there are over 150,000 registered partners working around the globe and this number is only predicted to grow in the next few years.

The future of the Salesforce ecosystem

The Salesforce partner ecosystem is one of the only ecosystems in the world that grows as it spends. 

According to research by IDC, Salesforce partners collectively around the globe are expected to make 5x the annual market cap that Salesforce could make by 2024.

What is the Salesforce partner ecosystem

Additionally, the market research giant has revealed that by 2024, cloud computing will account for almost 50% of all software sales – a statistic Salesforce will fit nicely into and most likely benefit from. IDC has also predicted that Salesforce and the ecosystem will create 4.2 million new jobs over the same 5 year period. We have summarised this below so you can see how each industry will benefit from an influx of jobs.

What is the Salesforce partner ecosystem

How does Salesforce support the partner ecosystem?

Dreamforce is one example of how Salesforce celebrates the ecosystem’s achievements and brings the community together every year. Last year’s Dreamforce event featured appearances from Barack Obama and Fleetwood Mac and showcased Salesforce’s most innovative plans for the future. 

Similarly, there is the Salesforce World Tour which takes place earlier in the year and is essentially a global exhibition of best practices and knowledge from industry experts.

"It's a virtuous cycle that keeps giving back to itself"

To quote Salesforce directly, the partner ecosystem is “a virtuous cycle that keeps giving back to itself”, so why shouldn’t it be celebrated with something extravagant?

Sandyx Salesforce world tour
The Salesforce World Tour London 2019

Navigating your way around the Salesforce ecosystem

You might be wondering given the sheer volume of consulting partners, how does Salesforce recognise and regulate every service provided? More importantly, how do you know which partner to work with?

Salesforce rank it’s partners predominantly by going off a points-based system, comparing factors like customer ratings, contract value and certifications. In March 2020, Salesforce unveiled the new ‘Partner Trailblazer Score’ which allows consulting partners to improve their point ratings even more.

Regardless of where a consulting partner is based, if they have a registered status, you can guarantee they have been trusted to deliver solutions to the high standard set by Salesforce. Browsing the AppExchange is a brilliant way to find your perfect consulting partner – and you might discover the solution you’re looking for is already made. The Salesforce AppExchange highlights the very best talent and innovative ideas to come from the partner ecosystem.

How we can help

If you would like to discuss any aspects of the topics discussed in this article, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly, on 0161 710 3250.

Delivering Salesforce success to HM Prison and Probation Service

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Sandyx recently had the pleasure of delivering a bespoke Salesforce solution to HM Prison and Probation Service (Her Majesty’s Prison and Probation Service). 

HMPPS is an executive agency under the Ministry of Justice, responsible for correctional services across England and Wales. They provide offender management services for all 104 of the UK’s public sector prisons – which consequently means a lot of data to handle.

What business challenge was Salesforce employed to address?

The most vexing issue facing HMPPS was the lack of data tracking. Given the number of organisations they work with, including local police, courts and councils, it’s unsurprising that they were struggling to keep tabs on everyone. It was swiftly decided that developing a central system to store this information was the most important outcome of this project.
HM Prison and Probation Service

What benefits has HMPPS seen since deploying the solution?

Since deploying our solution, HMPPS has shown enthusiasm about being able to track employment opportunities with other organisations. This includes being able to identify how many individuals need employment and how many employers have opportunities available, alongside more detailed specifics like how long opportunities take to deliver an outcome.

The new process enables HMPPS to see a more detailed overview of how effective or ineffective their methods are as well an overall more unified vision for their regional teams.

Why did HM Prison and Probation Service choose Sandyx?

Sandyx was recommended to HM Prison and Probation Service by Salesforce. 

This recommendation partially came from the AppExchange partner portal but also partially through Salesforce recognising our focus on nonprofits.

We are also featured on the Digital Marketplace, an online platform designed to showcase the best in digital services for the public sector. HMPPS expressed how confident they were in our capabilities from the get-go after we pitched our tutorial to them detailing the capabilities of our team. In fact, the HMPPS team were particularly complimentary of our quick response time and the ongoing support they received from Stuart, our principal consultant.

We pride ourselves on always accommodating any changes for our clients as we understand how confusing the implementation process can seem.

HM Prison and Probation Service

Interview with HM Prison and Probation Service

Our principal consultant, Stuart Greig, sat down with Caitlin Perry, the head of strategy and innovation to discuss the service they received from Sandyx. We have summarised the interview into a short Q&A below:

Q: How well did Sandyx communicate with you before, during and after the project?

A: Extremely well – Stuart has been incredibly responsive to all our queries and has always found time to talk through queries, even when they come in at the last minute.

Q: How well did Sandyx adhere to the project times?

A: Perfectly – we pushed back a little but Sandyx were accommodating of that.

Q: How would you summarise the experience of working with Sandyx?

A: I would say that working with Sandyx has been a very positive experience, and continues to be so. Sandyx have been understanding of the different levels of capability amongst the team and pitched their tutorial to match that. They have always been responsive to queries and accommodated the changes we have made to the system.

Q: If you could leave a message for future Sandyx customers, what would it be?

A: Sandyx have made the process of tailoring and understanding Salesforce incredibly simple. I would highly recommend using Sandyx, particularly if you get the benefit of being supported by Stuart!

Contact Sandyx for more information

Is your CRM software completely up to scratch? The chances are, we can make it better.

You could be our next success story.

If you would like to discuss any aspects of the topics discussed in this article, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly, on 0161 710 3250

Make customer experience a priority in 2020

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How to improve your customer experience in 2020

In simple terms, customer experience is the impression you make on your clients. 

Everything from the way you digitally market a service to how you follow up on a closed deal contributes towards the overall customer experience. 

Companies that understand the value of brand loyalty are rightfully making it their priority to improve the customer experience, with 2020 guaranteed to bring more disruptive and innovative solutions than ever before.

Our new blog explains what you should expect for the future of customer experience, how you can improve your strategy using Salesforce and the undeniable benefits of doing so.

How is the customer experience changing?

Delivering a positive experience for your customers means and involves so much more in 2020 than what it meant in 2010. 

Customers are harder to please and expect a lot more from you, such as wanting readily available support but not wanting to be hassled – hence the creation of live chat bots. Whilst customers may be harder to please, a good recommendation or online review is more valuable than ever before as 91% of consumers say positive reviews make them more likely to use a business, according to BrightLocal. Perfect your customer experience and the positive reviews will swiftly follow.

Redefining the mobile experience is also a top priority, with 50% of users claiming they’d be considerably less likely to use a website again if it wasn’t mobile friendly.

Customer experience 2020

Customer experience is a priority for 2020 - here's the proof

According to a report by PwC, one in three loyal customers would abandon a brand they love if they had just one bad customer experience. This statistic was taken from a survey involving 15,000 US consumers. 93% from the same group of respondents said they would ditch a brand entirely after two or three negative experiences.

Furthermore, a Walker study predicted that by 2020, a positive customer experience will be more of a key brand differentiator than price or product – proving that it really is worthwhile to invest in creating a better experience for the new year if you haven’t already. In fact, PwC also found that 89% of buyers even would be willing to pay more for a great customer experience.

Customer experience revenue 2020

Using Salesforce to deliver a seamless customer experience

By using the wide range of cloud-based solutions on the Salesforce platform, you can deliver a consistent and satisfying digital customer experience across all business channels.  Using Salesforce, you can gain insight into your clients and use this information to build better professional relationships with them. Salesforce Marketing Cloud allows you to target customers with tailored marketing (e.g emails, social media engagement) – making you consistent and unforgettable in their eyes. Customisation is key to providing an enhanced digital experience and Salesforce equips you to treat every customer like you know them personally. You can also use the Service Cloud to give the relevant staff a unified view of where your clients are up to so everyone knows exactly what level of support they require and at what stage. This is particularly beneficial to companies with a structured sales process in place or a 24/7 customer helpline. We can show you how to use Salesforce to deliver a better customer experience if you’re still undecided – please don’t hesitate to contact us today.

How we can help

If you would like to discuss any aspects of the topics discussed in this article, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly, on 0161 710 3250

Salesforce Lightning vs Classic: The benefits of Lightning

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There’s no question that Salesforce Lightning is the next big thing in the CRM world. However, given that such a large number of customers are still reliant on Classic, it won’t be getting scrapped anytime soon.

That being said, you need to understand the differences between the two editions to see why Lightning really is the way forward (like you really need any more convincing).

How is Salesforce Lightning different to Classic edition?

Everything about Lightning has been designed to be more visually pleasing and easy to use, which certainly rings true when you first switch between the different dashboards. Lightning makes it easier than ever to develop apps using pre-built components from a drag-and-drop library, removing the need to code and test throughout the development process. Salesforce Lightning also has more Einstein AI integrations across the entire interface than Classic ever did, making it easier to find detailed insights into everything from opportunities to automated contacts.

Some features like the Einstein Bot Builder for example, are completely new to Salesforce and only available in the Lightning experience.

Salesforce Classic v Lightnin
Get your free copy of our Lightning whitepaper above

The top 4 benefits of Lightning:

Below we have listed what we think are the most important benefits of using Lightning:

1. Enhanced customer engagement

There’s no denying that a significant number of Salesforce customers have been blown away by the look and accessibility of Lightning experience.

The customisation capabilities and tools like Lightning Console Apps mean that products tailored specifically for clients and end-users will be up and running sooner than ever before on the Salesforce platform. The new analytical features on Service Cloud mean that customer representatives can delve into better insights and achieve higher rates of satisfaction. 

2. A sleeker way of working

The new tools and features available on Lightning make Classic look somewhat outdated in comparison and trickier to stay connected with the rest of your team in different departments. Lightning has been adapted for accessibility through any device at any time and offers tools like the Activity timeline feature, which enables you to see exactly where staff are up to with leads.

Thanks to the visualisation of Lightning, staying up to date with tasks in real time is a lot easier – meaning more work gets done. Even long-winded tasks like data entry can be considerably sped up by using Lightning features like Quick Actions.

Salesforce Lightning v Classic

3. Easy for Salesforce newbies to use

If you’re new to Salesforce, you shouldn’t bother familiarising yourself with Classic edition.

There are just a handful of functionality limitations which still persist for developers like us when it comes to displaying Visualforce pages in Lightning but we don’t doubt that these will soon be rectified by Salesforce. Every new feature made by Salesforce is being designed with the Lightning UI in mind, so sticking with Lightning now will only lead to a much better and up-to-date Salesforce experience in the long run.

4. Better results all round - and the stats to prove it

According to a Forrester report about the impact of switching from Salesforce Classic to Lightning, some organisations were seeing a return on investment of 341% over three years. “Lightning is a catalyst for unleashing productivity, innovation and transformation across every industry,” said EVP and General Manager of the Lightning platform at Salesforce, Anne DelSanto. 

The marketing Director, Ben Pruden, also later commented that “Lightning is what we would have originally built if the technology had been available”. The incredible functionality and component-based framework of Lightning means that processes like enterprise app development takes up to 50% less time as code is no longer necessary.

Not sure if you're ready for Lightning?

Sandyx have already spent a long time working with Salesforce Lightning and regularly advise clients on the transition from Classic to Lightning. ‘Am I ready for Lightning?’ is a question that arises almost daily, but luckily we have compiled knowledge from the best of the best to summarise what the Lightning experience is all about and how the switch may affect the way you use Salesforce. If you would like to discuss any aspects of the topics discussed in this article, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly, on 0161 710 3250

How to choose the right Salesforce Partner

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So, you’ve made the big decision to transform your business for the better through Salesforce. The next step is finding the right partner to execute your vision to be exactly as you wish.

Get the most out of CRM with the right partner

Being a registered Salesforce partner ourselves, we know exactly what makes a project a success and can only imagine the opposite is what dooms companies for total failure. Poorly executed implementations can not only cost businesses thousands of pounds but also critical business opportunities.

A big part of your success depends on who you partner with, so we have decided to share some expertise on how to find the right Salesforce consultant to help you set your project up for prosperity.

How to choose the right Salesforce partner

First of all, what is the Salesforce Partner Ecosystem?

The Salesforce partner ecosystem is essentially a network of registered Salesforce partners based around the globe. The Salesforce AppExchange acts almost like a partner directory and showcases the very best of third-party apps, so you might find it useful to look here first to see if any partners have developed apps specific to what you need. 

Steps to follow when searching for your Salesforce partner:

1. Identify your requirements early on in the process

Identifying exactly what you want out of the platform prior to the implementation should be a no brainer.

What were your reasons for investing in the platform to begin with? How are you expecting Salesforce to help you achieve your business goals?

After consulting with your Salesforce partner, they should know the answer to these questions too and may even offer suggestions on how to exceed your goals. A good Salesforce partner should also make it clear what is expected from your behalf at the start of the project.

2. Look for a Salesforce partner with the right industry experience

Healthcare, financial services and nonprofits are examples of huge industries in which Salesforce partners often brag a wealth of experience. If your business is part of a fairly niche industry, you’d be much better off finding a partner with experience in that particular industry – even if it takes a little longer to find them.

We would always advise that industry experience is much more crucial than the size of the consulting partner.

For example, we have developed and implemented a bespoke calendar booking system accessible by third parties which is used by our client Insight Healthcare to empower patients to self book appointments. This application would not be of any use to our other clients, but that makes it all the more valuable and unique to Insight Healthcare.

How to choose the right Salesforce partner

3. Search for reviews, certifications and case studies

Client testimonials, reviews, case studies and  Salesforce certifications are the best sources of evidence to see how successful your partner has been in the past. We take great pride in showcasing off our best and biggest projects we have completed for clients in the past and given that 70% of our projects are repeat business and many new clients came to us after hearing good recommendations, we know how important a good reputation is.

4. Get a feel for the team you'll be working with in the consultation

Ensure you know who you’ll be communicating with and who is carrying out the technical work – they should be working closely together. You need to know that, should errors or changes occur, they will be seen to urgently, making communication the most important part of the project. 

At Sandyx, our clients either initially consult with Stuart, our presales consultant who is an expert at identifying what our clients need and how to achieve it, or Chris, our head of service delivery who oversees every step we take in each project and provides regular updates to project leaders.

Embark on your innovation journey with confidence

Now you’ve found the right partner and feel assured that they can reflect your goals, it’s time to start the project. This can still be a long and sometimes gruelling process, involving plenty of testing sessions and detailed weekly reviews, but it will all be worth it when your team is seeing enhanced results from using a tailored version of Salesforce. If you’re still on the hunt for the right Salesforce partner, get in touch with Sandyx today for a no-obligation consultation to see if we can help you achieve your goals.

How does Salesforce support nonprofits?

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Although Salesforce might not be the first thing you associate with nonprofits, the benefits it offers to such organisations are becoming increasingly well recognised.

From British Red Cross to Homeless Link, Salesforce is helping nonprofits across the globe achieve their missions in their own inspirational way.

Isn't Salesforce too expensive for a nonprofit?

It’s no secret that Salesforce can be pricey – but it is the number one CRM.  One reason why Salesforce is a world leader is its unfaltering commitment to philanthropy, which was confirmed by the swift creation of a whole Cloud designed solely for nonprofit customers in 2018. What’s more, up to 10 Salesforce Enterprise Edition licenses are free of charge and generous discounts on training, events and further subscriptions are also available  – giving nonprofits nearly £20,000 worth of yearly services for free thanks to the Power of Us Program. Sure, there might still be cheaper CRM solutions out there, but how many of them have a whole suite of features specifically designed to support nonprofit activities?
How does Salesforce support Nonprofits

What is the Salesforce Nonprofit Cloud?

The Salesforce Nonprofit Cloud was specifically made by Salesforce.org to support the daily activities of nonprofits, giving them access to disruptive Salesforce technology without frittering away their budgets.

It encompasses all the crucial Salesforce products but with a greater focus on Engagement, Fundraising and Program Management activities by including specific products. More than 40,000 nonprofits currently use the Nonprofit Cloud and a significant portion of them do so because they were attracted to the benefits of the Nonprofit Success Pack.

The Nonprofit Success Pack

The NonProfit Success Pack is a specific product under the Nonprofit Cloud.

It is an ‘out of the box’ pre configured set of applications tailored to help Salesforce-newbie nonprofits get started with the platform quickly. It includes custom components like Households and Donations rather than standard Accounts, Contacts and Opportunities found in the Sales Cloud. Constituents are at the heart of most nonprofit work, so consequently a lot of NPSP features revolve around engagement and data organisation – which aligns perfectly with the main purpose of CRM.

Some features of the Nonprofit Success Pack include:

  1. Donor and constituent management
  2. Donation and fundraising tracking (including tools for setting up recurring donations)
  3. Mobile access
  4. Engagement management
  5. Overview of reports and enhanced analytics (through a pre-built, customisable dashboard)

How is Salesforce technology used in nonprofits?

The very basic purpose of CRM systems could be an urgent saviour for nonprofits, regardless of their industry. Enhanced constituent data insights, easier company-wide communication and the automation of daily processes are all features that support the overall mission of nonprofits – and make it easier for them to achieve noticeable results.

Most commonly, we see nonprofits using Salesforce to track interactions with volunteers or donors from one shared system. This data can also be used for personalised marketing, through tools available on Salesforce, so that you can maintain engagement and build deeper relationships with constituents. Say you host an awareness event or carry out fundraising activities, the Salesforce Nonprofit Cloud provides a 360-degree view of what is going on across the organisation – and you don’t need a technical team to help you get set up.

Nonprofits using Salesforce - the results:

How does Salesforce support Nonprofits

Why is Salesforce popular amongst nonprofits?

According to Salesforce, 76% of nonprofits feel that Salesforce is ‘making it easier for them to do their jobs’ and have seen a 24% increase in donor retention. Furthermore, 96% of nonprofit respondents from the same survey see potential for innovation with Salesforce, which is where partners like us come in to customise clouds to meet niche requirements.

The nonprofits Sandyx have helped see the potential in Salesforce

One of our biggest nonprofit projects is the work we carried out for Insight Healthcare, which are a part of Concern GroupThe team were incredibly satisfied with our service, which involved developing a savvy calendar booking system for them which allows patients and practitioners to schedule appointments from the Salesforce platform.

How we can help

If you would like to discuss any aspects of the topics discussed in this article, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly, on 0161 710 3250.

You could be our next big success story, maybe even a nonprofit success story too!