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Non-profit organizations need a helping hand with logistics and management. A tailored CRM and portal combination might just do the trick, especially during COVID-19.
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Helping NGOs Help People DuringCOVID-19 COVID-19 has disrupted the economy, and our lives. Some of us are privileged enough to have jobs, especially those of us who can work from home. We have salaries coming in regularly. We have homes to live in and work from. With a few clicks, we can even get groceries, medicines, and meals delivered to our doorstep. All that while following social distancingprotocols. This privilege does not extend to everyone. A number of industries, big and small, are having to lay off orfurlough sales@crmjetty.com
employees. Similarly, because of the lockdown, social distancing, and shelter-in-place, a number of businesses have had to close down, like restaurants, laundromats, movie theaters, malls, small shops. These business owners have no other source of income. Even amongst these, there aredisparities. In such a situation, how can we help at the local or global level?Youcansupportthembydonatingfunds.Youcanalso donatetononprofitorganizationsthatyousupport. If you are a nonprofit organization, you need to streamline your operations now more than ever. Some of the things that you may be doing are accepting donations, volunteers, gifts,etc. In order to make operations easier and provide the help where it’s needed the most, you need to use a custom portal.Let’slookatwhatthisportalcandoforyou: Cause campaigns and crowdfundingcampaigns: As a non-profit organization, you can create a Cause in Salesforce or a page in WordPress and that link or page can beaddedtotheportal,andvolunteersassignedtothecause will have access to the portal for their activity updates and donorscanalsocometotheportaltodonate. sales@crmjetty.com
You can manage the various brands/people you have tied up with via this portal. The volunteers who are working on thesecampaignswillbe abletoupdatetherecordsfromthe portal. Another way that this can work is that you may have tied up with a brand (let’s call it XYZ for now). When someone buys the assigned products from XYZ,those proceedswillgotoyourNGO,andthenyoucanaddthemto your fight against COVID-19. In this case, while the funds will reflect in the campaign analytics, the donor data may not. Similarly, when it comes to crowdfunding campaigns, you cancreate it insalesforce. Fromthereyoudisplayitonyour website.Any actionsperformedonit,likesomeonemakinga donation,willberegisteredintheportal. VolunteerManagement One of the ways that people are helping right now is by volunteering. However, simply having volunteers does not solvetheproblem.Youneedtomanagewhodoeswhatwork based on their skills and your requirements. Potential volunteers can apply via portal, and put in their skillset as well as their available timings. This creates auseful database for you. Now you can accept their applications, and allot them work based on predefined areas. Since they have put in their hours and days, it will be easier for you toschedule sales@crmjetty.com
work for them without any overlaps. This means that if someone has volunteered as an at-home nurse, you are less likely to assign them grocery delivery. This way the right resources will go for the right causes. The portal not only makes this task easier, but also eliminates potential errors andautomatessomeoftheworkflow. Giftsmanagement Salesforce has a module called Gifts, wherein, if enabled on the website/Portal, people can make contributions from there. The details of that contribution are then stored securely in the CRM. You can manage these gifts and perform actions on them like assigning amounts to specific areas like medical equipment, volunteer reimbursement, medicines,etc. Social Mediamarketing Nonprofit organizations can also take advantage of social media marketing. By putting links of sign ups and landing pages,youcangettheattentionofpeopleandbringthemto your cause. It can help spread the word about your organizationandyourcause,effectively,andwidely. Salesforce has a special version of their CRM for nonprofits called NPSP, and we can build a custom portalfor it if you need one for your organization. Contact us hereforeven sales@crmjetty.com
moredetailsonhowthiscanpositivelyimpactyour operations. Source: https://www.crmjetty.com/blog/helping-ngos-help-people- during-covid-19 sales@crmjetty.com