Enhance Customer Service with Minimal Staffing through AI in Experience Cloud
Picture this: nonprofit teams stretched thin, striving to meet the diverse needs of their stakeholders while grappling with limited resources. Sound familiar? Herein lies the potential of AI to make a tangible impact. By infusing AI functionalities into Salesforce Experience Cloud, nonprofits can optimize their customer service strategies, all while minimizing the strain on their workforce. Managing an expanding workload while maintaining exceptional service standards poses a challenge for many nonprofits. Salesforce’s 5th Edition Nonprofit Trends Report revealed that a significant portion of nonprofits, roughly 20%, harbor reservations about integrating artificial intelligence (AI) into their operations, citing ...
4 Reasons to Expand Your Nonprofit’s Donation Options
The fundraising landscape is always evolving with new technologies, best practices, and trends. To stay ahead of the curve, it’s vital that your organization keeps up with and remains open to new fundraising possibilities. In this article, we’ll explore one easy way you can do so: expanding your donation options. From cryptocurrencies to donor-advised funds (DAFs) to in-kind gifts, there are plenty of other ways to give to nonprofits besides donating cash. However, organizations must intentionally accept and promote different types of donations to benefit from these methods. Let’s explore four compelling reasons you should expand the options on your giving page ...
5 Ways you can Maximize your Grantmaking Impact with Nonprofit Cloud
Grant management is essential for many nonprofit organizations, enabling them to fund crucial initiatives and drive social change. Yet, the traditional processes of managing grants can be time-consuming and cumbersome, often bogged down by paperwork and manual tasks. Enter Salesforce, a powerful platform that offers a comprehensive solution for streamlining every aspect of the grant lifecycle. In this blog post, we'll touch on some of the insights shared in our webinar “Elevate Your Organizations Grantmaking Efficiency Through Nonprofit Cloud”, exploring how nonprofits can harness the full potential of Salesforce to revolutionize their grant management practices. 01. Preparing ...
Redpath Renews Its Commitment to the Community: Second Consecutive Year of Pro Bono Salesforce Support Grant
As we launched into the new year, Redpath held our annual all-company Winter Dreamin’ event, a virtual gathering dedicated to unifying our team, fostering learning and growth, emphasizing teamwork, and contributing meaningfully to our community. Combined volunteer hours Organizations supported Dedicated event days For the second year in a row, Redpath invited applications from nonprofits and small businesses seeking complimentary hours of dedicated work for a business project or training. This initiative, known as Redpath’s Pro Bono Salesforce Support Grant, aimed to extend our support to organizations ...
How to Create Nonprofit KPI Dashboards with Examples
Dashboards can’t function without data, and neither can your nonprofit. However, too much data can also make dashboards irrelevant. As Salesforce Nonprofit Cloud’s functionality has increased, organizations have migrated more and more of their important data into the solution. While this is great for powering valuable insights, the influx of information can also make it difficult to gain a succinct overview of your data. To keep your nonprofit’s dashboards relevant and useful for analyzing key data, you need to create customized options. In this short guide, we’ll provide tips for building custom Salesforce KPI dashboards and explore a few nonprofit dashboard ...
Enhance the Security of Your Salesforce Experience Cloud Site: A Comprehensive Checklist
Salesforce’s Experience Cloud empowers organizations to foster connections among customers, partners, and employees while safeguarding sensitive data. To ensure maximum security within your Experience Cloud environment, here's a thorough checklist covering the top 10 settings and features to verify: 01. Review the Object and Field Access for Community Users Access to Objects and Fields for users is managed via Profiles and Permissions Sets. It's crucial to configure Community-specific User Profiles and Permissions Sets with maximum restrictions. Each community user should only access data essential for engaging with your organization. 02. Assess External Org-Wide Sharing Settings ...
Discover the Redpath Difference: Our Outcome-Focused Approach to Project Management
We’re reshaping the narrative… In the world of service-based project management, the notorious scope creep often sneaks in, altering project landscapes as they progress. But what exactly is scope creep? Picture the scope as the defined workload for a project, and scope creep as the gradual expansion of these requirements over time. It could mean initially planning for 3 dashboards and realizing later that 5 are needed. Or midway through a project, recognizing a shift in the client's needs, prompting a reevaluation of the remainder of the project. Traditionally, this might seem an inevitable aspect of managing projects ...
Adapting to Change: The Crucial Role of Data in Nonprofit Resilience
The ever-changing nonprofit landscape makes nonprofit impact even more challenging than ever. Data can play an extremely useful role in determining what an organization's next move should be. In a recent NXUnite Panel, Redpath’s Senior Consultant, Stephanie King, delved into the transformative power of data in nonprofit decision-making. Join us as we explore the insights Stephanie shared on leveraging data to drive programmatic effectiveness, enhancing fundraising efforts, and building a holistic understanding of impact. In a world inundated with information, it's crucial to recognize that data, by itself, is not a magic wand. Instead, it becomes a potent force when ...
Managing Foundation Finances with Technology: 3 Top Tips
It’s no mystery that charitable contributions are central to your organization’s ability to make an impact. After all, foundations are responsible for 21% of total nonprofit giving, or an estimated $105.21 billion, meaning your monetary support has a significant impact on nonprofits’ funding. But your foundation must have the resources to give charitably, making financial management a crucial part of fulfilling your mission. As technology changes the world of fundraising, there are more tools at your disposal now than ever before to effectively handle your budget. In this guide, we’ll explore three tips for managing your foundation’s finances with technology: Monitor ...
AI for Good: Preconfigured AI Predictions for Free with Einstein for Nonprofits
Artificial Intelligence algorithms of various kinds are embedded in almost all of our daily technology interactions. The shopping suggestions that you see on Facebook and Amazon are constantly learning about you and your preferences. That’s why the products you see listed are often uniquely interesting to you. The auto-complete suggestions in your texting app makes smart guesses based not only on its knowledge of language in general, but from what it has learned about you and how you write. The list goes on - I quickly generated a comprehensive list that included these examples by asking ChatGPT, “What are ...
